PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

87 hedge funds and large institutions have $73.8M invested in Putnam Municipal Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
23
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$2.29M
2
GC
2
Guggenheim Capital
Illinois
$5.98M
3
PAS
3
Park Avenue Securities
New York
$1.13M
4
RCM
4
Robinson Capital Management
Michigan
$875K
5
AAM
5
Advisors Asset Management
Colorado
$3.04M

Top Sellers

1
RIL
1
Rothschild Investment LLC
Illinois
$23.6K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$5.24M
3
UBS Group
3
UBS Group
Switzerland
$1.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$178K 17,990 +605 +3%
OC
52
Oppenheimer & Co
New York
$175K 17,646 +17,646 New
GCM
53
Generation Capital Management
New York
$166K 16,748 – –
S
54
Sunpointe
Missouri
$152K 15,370 – –
SWM
55
Spire Wealth Management
Virginia
$138K 14,000 – –
CWM
56
Collaborative Wealth Management
Florida
$133K 13,400 – –
ACP
57
Aviance Capital Partners
Florida
$128K 12,944 +12,944 New
SCA
58
STALEY CAPITAL ADVISERS
Pennsylvania
$124K 12,500 – –
SP
59
Successful Portfolios
Florida
$123K 12,428 – –
AF
60
Allworth Financial
California
$119K 12,000 +12,000 New
TWP
61
Tyche Wealth Partners
Texas
$118K 11,940 – –
PWAC
62
Private Wealth Advisors (California)
California
$116K 11,774 – –
SQA
63
Simon Quick Advisors
New Jersey
$116K 11,759 +457 +4%
MC
64
Moors & Cabot
Massachusetts
$113K 11,449 -5,646 -33%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$108K 10,898 -3,283 -23%
WFA
66
Wellspring Financial Advisors
Ohio
$104K 10,500 +10,500 New
PFS
67
Prospera Financial Services
Texas
$102K 10,338 +10,338 New
MWM
68
Meridian Wealth Management
Kentucky
$100K 10,108 +10,108 New
Nomura Holdings
69
Nomura Holdings
Japan
$98.9K 10,000 +10,000 New
MCM
70
MAI Capital Management
Ohio
$71.2K 7,201 – –
Comerica Bank
71
Comerica Bank
Texas
$49.8K 5,038 -10 -0.2%
DSC
72
Duncker Streett & Co
Missouri
$48.5K 4,900 +4,900 New
US Bancorp
73
US Bancorp
Minnesota
$46.3K 4,686 +141 +3%
GRP
74
Global Retirement Partners
California
$43K 4,348 +4,348 New
AWM
75
Activest Wealth Management
Florida
$41K 4,150 – –
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3
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