PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

73 hedge funds and large institutions have $57M invested in Putnam Municipal Opportunities Trust in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LB
1
Leo Brokerage
Texas
$1.76M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$211K
3
Invesco
3
Invesco
Georgia
$3.24M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.94M
5
1SB
5
1ST Source Bank
Indiana
$1.96M

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$1.9M
2
RCM
2
Robinson Capital Management
Michigan
$0
3
UBS Group
3
UBS Group
Switzerland
$2.84M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$13K
5
Bank of America
5
Bank of America
North Carolina
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
26
Gill Capital Partners
Colorado
$593K -$37.7K -2,667 -6%
RVPG
27
Relative Value Partners Group
$582K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$487K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$485K – – –
TFCP
30
Twin Focus Capital Partners
Massachusetts
$442K – – –
OC
31
Oppenheimer & Co
New York
$375K – – –
AWS
32
AJ Wealth Strategies
New York
$371K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$351K +$14.5K +1,028 +4%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$297K +$18.4K +1,300 +7%
EIP
35
Ellis Investment Partners
Pennsylvania
$291K +$3.33K +236 +1%
Truist Financial
36
Truist Financial
North Carolina
$288K -$1.41K -100 -0.5%
DADC
37
D.A. Davidson & Co
Montana
$284K – – –
LPL Financial
38
LPL Financial
California
$283K -$60K -4,244 -18%
IWA
39
IBEX Wealth Advisors
New Jersey
$258K -$10.9K -767 -4%
SIA
40
Sit Investment Associates
Minnesota
$255K -$125K -8,876 -33%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$238K +$42.5K +3,000 +22%
Creative Planning
42
Creative Planning
Kansas
$218K – – –
FNWM
43
Financial Network Wealth Management
Utah
$217K – – –
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$212K -$196K -13,838 -48%
SCA
45
STALEY CAPITAL ADVISERS
Pennsylvania
$212K – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$211K +$211K +14,920 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$209K +$25.5K +1,800 +14%
SP
48
Successful Portfolios
Florida
$204K – – –
WS
49
Wedbush Securities
California
$198K – – –
APA
50
American Portfolios Advisors
New York
$182K – – –
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2
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