PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

72 hedge funds and large institutions have $37.9M invested in Putnam Municipal Opportunities Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-4
Holders Change %
-5.26%
% 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
19
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.78M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$457K
3
IA
3
IFP Advisors
Florida
$745K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.22M
5
AWM
5
Avior Wealth Management
Nebraska
$405K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.77M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Invesco
3
Invesco
Georgia
$1.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$627K
5
Bank of America
5
Bank of America
North Carolina
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
$404K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$375K -$19.2K -1,962 -5%
TA
28
Tectonic Advisors
Texas
$370K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$329K +$18K +1,838 +6%
GCP
30
Gill Capital Partners
Colorado
$316K – – –
TFCP
31
Twin Focus Capital Partners
Massachusetts
$307K – – –
LPL Financial
32
LPL Financial
California
$303K +$11.7K +1,195 +4%
SCA
33
Snowden Capital Advisors
New York
$267K +$2.13K +218 +0.8%
EIP
34
Ellis Investment Partners
Pennsylvania
$214K +$2.84K +291 +1%
AP
35
Americana Partners
Texas
$210K – – –
Creative Planning
36
Creative Planning
Kansas
$151K -$9.01K -920 -6%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$151K – – –
FNWM
38
Financial Network Wealth Management
Utah
$150K – – –
CWM
39
Collaborative Wealth Management
Florida
$150K – – –
BRWA
40
B. Riley Wealth Advisors
Florida
$146K +$137 +14 +0.1%
SP
41
Successful Portfolios
Florida
$141K – – –
IWA
42
IBEX Wealth Advisors
New Jersey
$137K +$501 +51 +0.4%
IWM
43
IHT Wealth Management
Illinois
$134K +$1.28K +131 +1%
SCA
44
STALEY CAPITAL ADVISERS
Pennsylvania
$122K – – –
DWM
45
Drive Wealth Management
Utah
$121K +$121K +12,314 New
MC
46
Moors & Cabot
Massachusetts
$119K +$11.3K +1,146 +10%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$118K – – –
SIMG
48
Sonora Investment Management Group
Arizona
$118K – – –
Truist Financial
49
Truist Financial
North Carolina
$117K +$1.97K +200 +2%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$116K -$85.8K -8,727 -43%
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