PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

76 hedge funds and large institutions have $46.6M invested in Putnam Municipal Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-8
Holders Change %
-9.52%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$3.56M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.58M
3
Cohen & Steers
Cohen & Steers
New York
$599K
4
SCA
Snowden Capital Advisors
New York
$319K
5
RJA
Raymond James & Associates
Florida
$3.11M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
DWM
Doyle Wealth Management
Florida
$0
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$693K
4
LB
Leo Brokerage
Texas
$0
5
BRWM
B. Riley Wealth Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
51
RFG Advisory
Alabama
$138K – – –
DAS
52
Dynamic Advisor Solutions
Arizona
$131K – – –
MC
53
Moors & Cabot
Massachusetts
$129K +$129K +10,964 New
SIMG
54
Sonora Investment Management Group
Arizona
$118K – – –
BlackRock
55
BlackRock
New York
$108K – – –
WAM
56
Worth Asset Management
Texas
$73K -$111K -9,420 -60%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$55K – – –
APA
58
American Portfolios Advisors
New York
$43.6K -$24.1K -2,042 -36%
SWM
59
SeaCrest Wealth Management
New York
$41K +$41K +3,500 New
GLLW
60
Graves Light Lenhart Wealth
Virginia
$40K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$34K -$10.5K -895 -24%
SWM
62
Spire Wealth Management
Virginia
$30K -$30K -2,514 -50%
CFB
63
Cullen/Frost Bankers
Texas
$22K – – –
UB
64
UMB Bank
Missouri
$20K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
GWM
66
Geneos Wealth Management
Colorado
$19K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$18K – – –
MWM
68
Mascoma Wealth Management
New Hampshire
$14K +$14K +1,191 New
AIM
69
Anchor Investment Management
South Carolina
$11.8K – – –
PA
70
Parallel Advisors
California
$10K +$10K +840 New
Citigroup
71
Citigroup
New York
$9K +$9K +800 New
LPWM
72
Lake Point Wealth Management
Texas
$7K +$7K +585 New
BWM
73
Baystate Wealth Management
Massachusetts
$5K +$5K +457 New
FIA
74
FNY Investment Advisers
New York
$4K – – –
BFEC
75
Benjamin F. Edwards & Company
Missouri
$2K -$3.19K -301 -61%
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3
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