PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

72 hedge funds and large institutions have $37.9M invested in Putnam Municipal Opportunities Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.78M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$457K
3
IA
3
IFP Advisors
Florida
$745K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.22M
5
AWM
5
Avior Wealth Management
Nebraska
$405K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.77M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Invesco
3
Invesco
Georgia
$1.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$627K
5
Bank of America
5
Bank of America
North Carolina
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAC
51
Private Wealth Advisors (California)
California
$115K – – –
RA
52
RFG Advisory
Alabama
$113K – – –
DAS
53
Dynamic Advisor Solutions
Arizona
$109K – – –
STA
54
Summit Trail Advisors
New York
$106K +$106K +10,796 New
BlackRock
55
BlackRock
New York
$90K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$64K +$49.5K +5,120 +341%
WAM
57
Worth Asset Management
Texas
$61K – – –
US Bancorp
58
US Bancorp
Minnesota
$45K -$99K -10,000 -69%
APA
59
American Portfolios Advisors
New York
$36.3K – – –
Jones Financial Companies
60
Jones Financial Companies
Missouri
$36K +$36K +3,700 New
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$29K -$17.1K -1,734 -37%
SPIA
62
Steward Partners Investment Advisory
New York
$24K -$5K -500 -17%
CFB
63
Cullen/Frost Bankers
Texas
$18K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$18K +$1.78K +185 +11%
UB
65
UMB Bank
Missouri
$17K – – –
MWM
66
Mascoma Wealth Management
New Hampshire
$12K – – –
PA
67
Parallel Advisors
California
$12K +$3.87K +400 +48%
AIM
68
Anchor Investment Management
South Carolina
$9.8K – – –
WAM
69
Wolverine Asset Management
Illinois
$9K +$9K +977 New
GWM
70
Geneos Wealth Management
Colorado
$5K -$11.3K -1,182 -69%
FIA
71
FNY Investment Advisers
New York
$3K – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$248 +$23 +2,172 +10%
Cohen & Steers
73
Cohen & Steers
New York
– -$599K -50,786 Closed
SAF
74
Smith Anglin Financial
Texas
– -$214K -18,141 Closed
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
– -$175K -14,868 Closed
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