PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

77 hedge funds and large institutions have $58M invested in Putnam Municipal Opportunities Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.31M
2
Bank of America
2
Bank of America
North Carolina
$3.81M
3
LB
3
Leo Brokerage
Texas
$775K
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$386K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.46M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$3.62M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.05M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.42M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Collaborative Wealth Management
Florida
$179K +$179K +15,324 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$174K – – –
APA
53
American Portfolios Advisors
New York
$173K +$87.1K +6,502 +102%
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$161K – – –
PWAC
55
Private Wealth Advisors (California)
California
$158K – – –
Cohen & Steers
56
Cohen & Steers
New York
$157K -$23K -1,718 -13%
IAIM
57
International Assets Investment Management
Florida
$156K +$79.7K +5,889 +105%
DAS
58
Dynamic Advisor Solutions
Arizona
$149K +$149K +11,142 New
SIM
59
Sonora Investment Management
Arizona
$134K – – –
TCM
60
Tradewinds Capital Management
Washington
$78K – – –
SWM
61
Spire Wealth Management
Virginia
$70K +$70K +5,188 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$63K – – –
US Bancorp
63
US Bancorp
Minnesota
$61K – – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$56K -$53K -3,853 -49%
SPIA
65
Steward Partners Investment Advisory
New York
$46.9K +$26K +1,942 +125%
GLLW
66
Graves Light Lenhart Wealth
Virginia
$45K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
SFS
68
Sowell Financial Services
Arkansas
$29K +$29K +2,086 New
CFB
69
Cullen/Frost Bankers
Texas
$25K +$25K +1,877 New
GWM
70
Geneos Wealth Management
Colorado
$23K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$20K -$17.5K -1,311 -47%
HI
72
Harbour Investments
Wisconsin
$20K +$20K +1,491 New
AIM
73
Anchor Investment Management
South Carolina
$13.4K – – –
Jones Financial Companies
74
Jones Financial Companies
Missouri
$13K +$13K +949 New
BWL
75
Bogart Wealth LLC
Virginia
$10K – – –
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3
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