PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

76 hedge funds and large institutions have $46.6M invested in Putnam Municipal Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-8
Holders Change %
-9.52%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$3.56M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.58M
3
Cohen & Steers
Cohen & Steers
New York
$599K
4
SCA
Snowden Capital Advisors
New York
$319K
5
RJA
Raymond James & Associates
Florida
$3.11M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
DWM
Doyle Wealth Management
Florida
$0
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$693K
4
LB
Leo Brokerage
Texas
$0
5
BRWM
B. Riley Wealth Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
Tectonic Advisors
Texas
$445K +$177K +15,000 +66%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$375K -$33.9K -2,873 -8%
GCP
28
Gill Capital Partners
Colorado
$375K – – –
TFCP
29
Twin Focus Capital Partners
Massachusetts
$369K – – –
LPL Financial
30
LPL Financial
California
$351K -$107K -9,044 -23%
SCA
31
Snowden Capital Advisors
New York
$319K +$319K +27,087 New
IA
32
IFP Advisors
Florida
$302K – – –
EIP
33
Ellis Investment Partners
Pennsylvania
$255K +$3.56K +302 +1%
AP
34
Americana Partners
Texas
$253K +$82.4K +7,000 +48%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$242K +$60K +5,090 +33%
SAF
36
Smith Anglin Financial
Texas
$214K +$214K +18,141 New
Creative Planning
37
Creative Planning
Kansas
$193K +$10.9K +920 +6%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$182K -$27.2K -2,300 -13%
FNWM
39
Financial Network Wealth Management
Utah
$181K – – –
CWM
40
Collaborative Wealth Management
Florida
$181K +$181K +15,324 New
BRWA
41
B. Riley Wealth Advisors
Florida
$176K +$30.9K +2,611 +21%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$175K +$2.45K +208 +1%
US Bancorp
43
US Bancorp
Minnesota
$171K +$118K +10,000 +220%
SP
44
Successful Portfolios
Florida
$170K – – –
IWA
45
IBEX Wealth Advisors
New Jersey
$164K +$614 +52 +0.4%
IWM
46
IHT Wealth Management
Illinois
$160K +$1.59K +135 +1%
PWAC
47
Private Wealth Advisors (California)
California
$149K – – –
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$147K – – –
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$141K – – –
Truist Financial
50
Truist Financial
North Carolina
$138K -$24.4K -2,072 -15%
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