PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

68 hedge funds and large institutions have $42.2M invested in Putnam Municipal Opportunities Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.11M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$705K
3
Cohen & Steers
Cohen & Steers
New York
+$391K
4
LCM
Landscape Capital Management
New Jersey
+$302K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$229K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$771K
2
UBS Group
UBS Group
Switzerland
-$407K
3
Invesco
Invesco
Georgia
-$281K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$167K
5
IA
IFP Advisors
Florida
-$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$391K +$391K +37,706 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$348K – – –
RVPG
28
Relative Value Partners Group
$332K -$41.4K -4,000 -11%
TFCP
29
Twin Focus Capital Partners
Massachusetts
$324K – – –
GCP
30
Gill Capital Partners
Colorado
$319K -$14.5K -1,400 -4%
LCM
31
Landscape Capital Management
New Jersey
$302K +$302K +29,104 New
Stifel Financial
32
Stifel Financial
Missouri
$213K +$67.3K +6,500 +46%
RCM
33
Robinson Capital Management
Michigan
$195K +$195K +19,063 New
EIP
34
Ellis Investment Partners
Pennsylvania
$186K +$2.58K +249 +1%
BRWA
35
B. Riley Wealth Advisors
Florida
$161K +$94 +9 +0.1%
CWM
36
Collaborative Wealth Management
Florida
$159K – – –
CAL
37
Capital Analysts LLC
Pennsylvania
$148K – – –
IWM
38
IHT Wealth Management
Illinois
$145K +$1.44K +139 +1%
AWM
39
Avior Wealth Management
Nebraska
$138K -$60.8K -5,869 -31%
WAM
40
Wolverine Asset Management
Illinois
$134K +$134K +12,963 New
AP
41
Americana Partners
Texas
$130K – – –
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$129K – – –
SP
43
Successful Portfolios
Florida
$129K -$20.7K -2,000 -14%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$124K – – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$123K -$4.75K -458 -4%
PWAC
46
Private Wealth Advisors (California)
California
$122K – – –
DWM
47
Drive Wealth Management
Utah
$118K -$10.7K -1,029 -8%
FNWM
48
Financial Network Wealth Management
Utah
$117K – – –
RA
49
RFG Advisory
Alabama
$116K – – –
DAS
50
Dynamic Advisor Solutions
Arizona
$115K – – –
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2
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