PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

73 hedge funds and large institutions have $57M invested in Putnam Municipal Opportunities Trust in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LB
1
Leo Brokerage
Texas
$1.76M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$211K
3
Invesco
3
Invesco
Georgia
$3.24M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.94M
5
1SB
5
1ST Source Bank
Indiana
$1.96M

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$1.9M
2
RCM
2
Robinson Capital Management
Michigan
$0
3
UBS Group
3
UBS Group
Switzerland
$2.84M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$13K
5
Bank of America
5
Bank of America
North Carolina
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$170K – – –
PWAC
52
Private Wealth Advisors (California)
California
$166K – – –
DAS
53
Dynamic Advisor Solutions
Arizona
$158K – – –
SIM
54
Sonora Investment Management
Arizona
$141K – – –
BlackRock
55
BlackRock
New York
$130K +$130K +9,175 New
TCM
56
Tradewinds Capital Management
Washington
$82K – – –
SWM
57
Spire Wealth Management
Virginia
$73K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$66K – – –
US Bancorp
59
US Bancorp
Minnesota
$64K – – –
GLLW
60
Graves Light Lenhart Wealth
Virginia
$48K – – –
HI
61
Harbour Investments
Wisconsin
$42K +$21.1K +1,500 +101%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
CFB
63
Cullen/Frost Bankers
Texas
$27K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$24K -$25.3K -1,796 -51%
GWM
65
Geneos Wealth Management
Colorado
$24K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$22K – – –
SB
67
Strategic Blueprint
Georgia
$15K +$15K +1,090 New
AIM
68
Anchor Investment Management
South Carolina
$14.1K – – –
BFEC
69
Benjamin F. Edwards & Company
Missouri
$13K -$450K -30,784 -97%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$13K -$784 -54 -6%
AA
71
Addison Advisors
Vermont
$7K +$7K +465 New
Citigroup
72
Citigroup
New York
$6K – – –
CFA
73
Carroll Financial Associates
North Carolina
$4K – – –
RCM
74
Robinson Capital Management
Michigan
– -$1.31M -96,900 Closed
SCA
75
Snowden Capital Advisors
New York
– -$249K -18,610 Closed
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3
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