PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

71 hedge funds and large institutions have $53.6M invested in Putnam Municipal Opportunities Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$1.19M
2
AP
2
Americana Partners
Texas
$321K
3
AA
3
AlphaCentric Advisors
Puerto Rico
$315K
4
Invesco
4
Invesco
Georgia
$3.42M
5
OFG
5
OTA Financial Group
New York
$200K

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$317K
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
UBS Group
4
UBS Group
Switzerland
$2.22M
5
SIA
5
Sit Investment Associates
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$476K +$6.03K +440 +1%
TFCP
27
Twin Focus Capital Partners
Massachusetts
$429K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$417K -$54.7K -4,000 -12%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$403K +$198K +14,475 +97%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$403K +$115K +8,400 +40%
OC
31
Oppenheimer & Co
New York
$363K – – –
AWS
32
AJ Wealth Strategies
New York
$360K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$338K -$2.46K -179 -0.7%
AP
34
Americana Partners
Texas
$321K +$321K +23,500 New
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$317K -$957K -69,926 -75%
AA
36
AlphaCentric Advisors
Puerto Rico
$315K +$315K +23,000 New
LPL Financial
37
LPL Financial
California
$301K +$26.9K +1,960 +10%
EIP
38
Ellis Investment Partners
Pennsylvania
$285K +$3.13K +229 +1%
DADC
39
D.A. Davidson & Co
Montana
$275K – – –
Truist Financial
40
Truist Financial
North Carolina
$261K -$17.8K -1,300 -6%
IWA
41
IBEX Wealth Advisors
New Jersey
$251K +$1.23K +90 +0.5%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$230K – – –
Creative Planning
43
Creative Planning
Kansas
$211K – – –
FNWM
44
Financial Network Wealth Management
Utah
$210K – – –
SCA
45
STALEY CAPITAL ADVISERS
Pennsylvania
$206K – – –
OFG
46
OTA Financial Group
New York
$200K +$200K +14,638 New
SP
47
Successful Portfolios
Florida
$198K – – –
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$195K -$7.14K -522 -4%
WS
49
Wedbush Securities
California
$192K – – –
IWM
50
IHT Wealth Management
Illinois
$191K +$191K +13,958 New
1
2
3 4