PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

65 hedge funds and large institutions have $47.2M invested in Putnam Municipal Opportunities Trust in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
20
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Melfa Wealth Management
Massachusetts
$5.2M
2
Ameriprise
2
Ameriprise
Minnesota
$7.62M
3
LPL Financial
3
LPL Financial
California
$1.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.74M
5
Bank of America
5
Bank of America
North Carolina
$3.1M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
AAM
2
Advisors Asset Management
Colorado
$0
3
1SB
3
1ST Source Bank
Indiana
$949K
4
Invesco
4
Invesco
Georgia
$1.24M
5
SCA
5
Snowden Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TA
26
Tectonic Advisors
Texas
$410K 37,759 – –
RVPG
27
Relative Value Partners Group
$391K 36,000 -5,000 -12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$364K 33,604 -55 -0.2%
GCP
29
Gill Capital Partners
Colorado
$350K 32,227 – –
TFCP
30
Twin Focus Capital Partners
Massachusetts
$340K 31,294 – –
AWM
31
Avior Wealth Management
Nebraska
$208K 19,204 -22,168 -54%
EIP
32
Ellis Investment Partners
Pennsylvania
$193K 17,749 -4,170 -19%
BRWA
33
B. Riley Wealth Advisors
Florida
$169K 15,472 +581 +4%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$167K 15,400 – –
CWM
35
Collaborative Wealth Management
Florida
$166K 15,324 – –
AA
36
AlphaCentric Advisors
Puerto Rico
$161K 14,820 +14,820 New
SP
37
Successful Portfolios
Florida
$157K 14,428 – –
CAL
38
Capital Analysts LLC
Pennsylvania
$155K 14,325 +14,325 New
Stifel Financial
39
Stifel Financial
Missouri
$153K 14,087 +14,087 New
IWM
40
IHT Wealth Management
Illinois
$150K 13,870 +149 +1%
SCA
41
STALEY CAPITAL ADVISERS
Pennsylvania
$136K 12,500 – –
AP
42
Americana Partners
Texas
$136K 12,500 -9,000 -42%
DWM
43
Drive Wealth Management
Utah
$134K 12,329 +15 +0.1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$134K 12,378 +585 +5%
MC
45
Moors & Cabot
Massachusetts
$133K 12,245 +135 +1%
RA
46
RFG Advisory
Alabama
$131K 11,165 – –
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$130K 12,000 – –
PWAC
48
Private Wealth Advisors (California)
California
$128K 11,774 – –
FNWM
49
Financial Network Wealth Management
Utah
$122K 11,250 -4,100 -27%
IWA
50
IBEX Wealth Advisors
New Jersey
$122K 11,267 -2,677 -19%
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