PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

86 hedge funds and large institutions have $63.2M invested in Putnam Municipal Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
20
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.24M
2
PAS
2
Park Avenue Securities
New York
$1.18M
3
LSC
3
Logan Stone Capital
Illinois
$681K
4
NMC
4
Nine Masts Capital
Hong Kong
$662K
5
Wells Fargo
5
Wells Fargo
California
$1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.98M
2
SCM
2
Saba Capital Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$2.27M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$4.75M
5
VanEck Associates
5
VanEck Associates
New York
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
26
1ST Source Bank
Indiana
$629K -$22.5K -2,217 -3%
LPL Financial
27
LPL Financial
California
$570K -$69K -6,789 -11%
OC
28
Oppenheimer & Co
New York
$565K +$1.11K +109 +0.2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$539K -$6.07K -597 -1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$518K -$38.8K -3,820 -7%
SMC
31
Smith, Moore & Co
Missouri
$365K +$36K +3,545 +11%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$363K -$85.3K -7,428 -19%
TA
33
Tectonic Advisors
Texas
$349K +$3.53K +347 +1%
BW
34
Bison Wealth
Georgia
$344K +$54.8K +5,391 +19%
RVPG
35
Relative Value Partners Group
$334K – – –
TFCP
36
Twin Focus Capital Partners
Massachusetts
$318K – – –
Nomura Holdings
37
Nomura Holdings
Japan
$296K +$162K +15,925 +120%
Cohen & Steers
38
Cohen & Steers
New York
$284K – – –
IA
39
IFP Advisors
Florida
$276K +$2.79K +275 +1%
Stifel Financial
40
Stifel Financial
Missouri
$266K +$42.7K +4,200 +19%
NA
41
NewEdge Advisors
Louisiana
$259K +$24.1K +2,368 +10%
TWP
42
Tyche Wealth Partners
Texas
$241K +$132 +13 +0.1%
CAM
43
Cresset Asset Management
Illinois
$226K +$2.86K +280 +1%
GCP
44
Gill Capital Partners
Colorado
$224K – – –
BB
45
Burford Brothers
Texas
$202K – – –
HNB
46
Huntington National Bank
Ohio
$197K -$198K – –
EIP
47
Ellis Investment Partners
Pennsylvania
$191K +$1.93K +190 +1%
Millennium Management
48
Millennium Management
New York
$188K -$271K -26,704 -59%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$169K +$169K +16,594 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$160K +$160K +15,703 New
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2
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