PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

77 hedge funds and large institutions have $53.6M invested in Putnam Municipal Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.62M
2
NA
NewEdge Advisors
Louisiana
$484K
3
RJA
Raymond James & Associates
Florida
$2.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.73M
5
Invesco
Invesco
Georgia
$3.77M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$229K
2
UBS Group
UBS Group
Switzerland
$1.54M
3
AA
AlphaCentric Advisors
Puerto Rico
$0
4
OFG
OTA Financial Group
New York
$0
5
Wells Fargo
Wells Fargo
California
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$173K – – –
PWAC
52
Private Wealth Advisors (California)
California
$170K – – –
MA
53
Mutual Advisors
Nebraska
$164K +$164K +11,358 New
RA
54
RFG Advisory
Alabama
$161K +$161K +11,165 New
DAS
55
Dynamic Advisor Solutions
Arizona
$160K – – –
C1AG
56
Client 1st Advisory Group
Florida
$144K +$144K +10,000 New
SIMG
57
Sonora Investment Management Group
Arizona
$144K +$144K +10,000 New
BlackRock
58
BlackRock
New York
$132K – – –
TCM
59
Tradewinds Capital Management
Washington
$83K – – –
APA
60
American Portfolios Advisors
New York
$82.7K +$53.3K +3,700 +181%
SWM
61
Spire Wealth Management
Virginia
$75K – – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$67K – – –
US Bancorp
63
US Bancorp
Minnesota
$65K – – –
SC
64
Steph & Co
Wisconsin
$50K +$50K +3,500 New
GLLW
65
Graves Light Lenhart Wealth
Virginia
$48K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$41K +$10.3K +716 +33%
CFB
67
Cullen/Frost Bankers
Texas
$27K – – –
GWM
68
Geneos Wealth Management
Colorado
$24K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$24K +$24K +1,682 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$22K – – –
AIM
71
Anchor Investment Management
South Carolina
$14.4K – – –
FAG
72
Fortitude Advisory Group
Washington
$14K +$14K +1,000 New
UB
73
UMB Bank
Missouri
$8K +$8K +528 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$7K -$586 -41 -8%
AA
75
Addison Advisors
Vermont
$7K – – –
1 2
3
4