PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

84 hedge funds and large institutions have $52.5M invested in Putnam Municipal Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.69M
2
RCM
2
Robinson Capital Management
Michigan
$1.74M
3
DWM
3
Doyle Wealth Management
Florida
$1.46M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.12M
5
RJA
5
Raymond James & Associates
Florida
$2.84M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.56M
2
AWS
2
AJ Wealth Strategies
New York
$0
3
AAM
3
Advisors Asset Management
Colorado
$1.13M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$171K
Name Holding Trade Value Shares
Change 		Shares
Change %
DLG
26
Daniel L. Goodwin
$604K – – –
NA
27
NewEdge Advisors
Louisiana
$544K +$153K +13,150 +39%
OC
28
Oppenheimer & Co
New York
$484K +$86.7K +7,450 +22%
RVPG
29
Relative Value Partners Group
$480K – – –
LPL Financial
30
LPL Financial
California
$452K +$115K +9,904 +34%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$404K -$32.4K -2,785 -7%
GCP
32
Gill Capital Partners
Colorado
$375K – – –
TFCP
33
Twin Focus Capital Partners
Massachusetts
$365K – – –
IA
34
IFP Advisors
Florida
$302K +$302K +25,971 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$299K -$55.9K -4,800 -16%
RCM
36
Rivernorth Capital Management
Florida
$278K +$278K +23,897 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$274K -$10.5K -903 -4%
TA
38
Tectonic Advisors
Texas
$265K +$265K +22,759 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$263K +$263K +21,392 New
EIP
40
Ellis Investment Partners
Pennsylvania
$248K +$2.97K +255 +1%
DADC
41
D.A. Davidson & Co
Montana
$234K – – –
LCM
42
Landscape Capital Management
New Jersey
$228K +$228K +19,613 New
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$206K +$10.5K +900 +5%
Creative Planning
44
Creative Planning
Kansas
$180K – – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$180K +$10.5K +902 +6%
FNWM
46
Financial Network Wealth Management
Utah
$179K – – –
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$171K -$176K -15,115 -51%
WAM
48
Worth Asset Management
Texas
$169K +$169K +15,630 New
SP
49
Successful Portfolios
Florida
$168K – – –
AP
50
Americana Partners
Texas
$168K – – –
1
2
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