PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

77 hedge funds and large institutions have $53.6M invested in Putnam Municipal Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.62M
2
NA
NewEdge Advisors
Louisiana
$484K
3
RJA
Raymond James & Associates
Florida
$2.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.73M
5
Invesco
Invesco
Georgia
$3.77M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$229K
2
UBS Group
UBS Group
Switzerland
$1.54M
3
AA
AlphaCentric Advisors
Puerto Rico
$0
4
OFG
OTA Financial Group
New York
$0
5
Wells Fargo
Wells Fargo
California
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$491K +$109K +7,600 +29%
NA
27
NewEdge Advisors
Louisiana
$484K +$484K +33,611 New
GCP
28
Gill Capital Partners
Colorado
$464K -$118K -8,230 -20%
TFCP
29
Twin Focus Capital Partners
Massachusetts
$451K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$439K – – –
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$429K +$4.87K +338 +1%
LPL Financial
32
LPL Financial
California
$416K +$99.5K +6,909 +31%
AWS
33
AJ Wealth Strategies
New York
$378K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$351K -$3.51K -244 -1%
EIP
35
Ellis Investment Partners
Pennsylvania
$303K +$3.47K +241 +1%
DADC
36
D.A. Davidson & Co
Montana
$289K – – –
Truist Financial
37
Truist Financial
North Carolina
$275K – – –
IWA
38
IBEX Wealth Advisors
New Jersey
$274K +$10.3K +714 +4%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$242K – – –
KAS
40
Kestra Advisory Services
Texas
$229K -$3.6M -249,542 -94%
Creative Planning
41
Creative Planning
Kansas
$222K – – –
FNWM
42
Financial Network Wealth Management
Utah
$221K – – –
CWM
43
Collaborative Wealth Management
Florida
$221K +$221K +15,324 New
SCA
44
STALEY CAPITAL ADVISERS
Pennsylvania
$216K – – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$209K +$3.93K +273 +2%
AP
46
Americana Partners
Texas
$208K -$129K -9,000 -38%
SP
47
Successful Portfolios
Florida
$208K – – –
IWM
48
IHT Wealth Management
Illinois
$203K +$1.54K +107 +0.8%
WS
49
Wedbush Securities
California
$191K -$10.4K -726 -5%
BRWA
50
B. Riley Wealth Advisors
Florida
$177K +$177K +12,256 New
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2
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