PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

75 hedge funds and large institutions have $60.7M invested in Putnam Municipal Opportunities Trust in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.59M
2
SCA
2
Snowden Capital Advisors
New York
$241K
3
OFG
3
OTA Financial Group
New York
$224K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.46M
5
GWS
5
Glassman Wealth Services
Virginia
$114K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$4.4M
2
AAM
2
Advisors Asset Management
Colorado
$1.72M
3
Invesco
3
Invesco
Georgia
$3.17M
4
SW
4
SVB Wealth
Massachusetts
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$168K – – –
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$156K – – –
PWAC
53
Private Wealth Advisors (California)
California
$152K +$1.83K +141 +1%
PAG
54
Private Advisor Group
New Jersey
$151K – – –
SIM
55
Sonora Investment Management
Arizona
$130K – – –
GWS
56
Glassman Wealth Services
Virginia
$114K +$114K +8,800 New
APA
57
American Portfolios Advisors
New York
$83K – – –
TCM
58
Tradewinds Capital Management
Washington
$75K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$69K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$61K – – –
US Bancorp
61
US Bancorp
Minnesota
$59K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$41K +$4.68K +358 +13%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
GWM
64
Geneos Wealth Management
Colorado
$22K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$20K +$763 +59 +4%
NNP
66
Nachman Norwood & Parrott
South Carolina
$17K +$17K +1,300 New
FFA
67
Founders Financial Alliance
North Carolina
$16K +$16K +1,254 New
AIM
68
Anchor Investment Management
South Carolina
$13K – – –
BWL
69
Bogart Wealth LLC
Virginia
$10K – – –
CBT
70
Central Bank & Trust
Kentucky
$10K +$10K +800 New
PFS
71
Prospera Financial Services
Texas
$7K +$7K +537 New
Citigroup
72
Citigroup
New York
$5K – – –
CFA
73
Carroll Financial Associates
North Carolina
$4K – – –
PFO
74
Pathstone Family Office
New Jersey
$1K -$1K -45 -50%
WCG
75
Weaver Consulting Group
California
$1K – – –
1 2
3
4