PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

84 hedge funds and large institutions have $52.5M invested in Putnam Municipal Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.69M
2
RCM
2
Robinson Capital Management
Michigan
$1.74M
3
DWM
3
Doyle Wealth Management
Florida
$1.46M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.12M
5
RJA
5
Raymond James & Associates
Florida
$2.84M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.56M
2
AWS
2
AJ Wealth Strategies
New York
$0
3
AAM
3
Advisors Asset Management
Colorado
$1.13M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$171K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
51
IBEX Wealth Advisors
New Jersey
$161K -$60.5K -5,198 -27%
Truist Financial
52
Truist Financial
North Carolina
$160K -$61.6K -5,300 -28%
IWM
53
IHT Wealth Management
Illinois
$157K -$7.12K -610 -4%
WS
54
Wedbush Securities
California
$155K – – –
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$146K -$29.2K -2,500 -17%
BRWA
56
B. Riley Wealth Advisors
Florida
$143K +$117 +10 +0.1%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$140K – – –
PWAC
58
Private Wealth Advisors (California)
California
$137K – – –
RA
59
RFG Advisory
Alabama
$130K – – –
DAS
60
Dynamic Advisor Solutions
Arizona
$130K – – –
C1AG
61
Client 1st Advisory Group
Florida
$117K – – –
SIMG
62
Sonora Investment Management Group
Arizona
$117K – – –
BlackRock
63
BlackRock
New York
$107K – – –
TCM
64
Tradewinds Capital Management
Washington
$68K – – –
HA
65
Herold Advisors
New York
$67.6K +$67.6K +5,800 New
APA
66
American Portfolios Advisors
New York
$66.9K – – –
SWM
67
Spire Wealth Management
Virginia
$59K -$1.88K -160 -3%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$54K – – –
US Bancorp
69
US Bancorp
Minnesota
$53K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$44K +$10.8K +932 +33%
T
71
TCWP
Ohio
$40K +$40K +3,464 New
GLLW
72
Graves Light Lenhart Wealth
Virginia
$39K – – –
CFB
73
Cullen/Frost Bankers
Texas
$22K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
UB
75
UMB Bank
Missouri
$20K +$13.8K +1,181 +224%
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