PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

65 hedge funds and large institutions have $47.2M invested in Putnam Municipal Opportunities Trust in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
20
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$7.62M
2
LPL Financial
2
LPL Financial
California
$1.33M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.74M
4
Bank of America
4
Bank of America
North Carolina
$3.1M
5
VanEck Associates
5
VanEck Associates
New York
$1.18M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
AAM
2
Advisors Asset Management
Colorado
$0
3
1SB
3
1ST Source Bank
Indiana
$949K
4
Invesco
4
Invesco
Georgia
$1.24M
5
SCA
5
Snowden Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$121K 11,142 – –
SAM
52
Seelaus Asset Management
New Jersey
$114K 10,488 +10,488 New
SIMG
53
Sonora Investment Management Group
Arizona
$109K 10,000 – –
BlackRock
54
BlackRock
New York
$99.5K 9,175 – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$67.9K 6,255 -365 -6%
WAM
56
Worth Asset Management
Texas
$67.4K 6,210 – –
US Bancorp
57
US Bancorp
Minnesota
$49.3K 4,545 – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$27.5K 2,539 -396 -13%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$23K 2,107 +240 +13%
CFB
60
Cullen/Frost Bankers
Texas
$20.4K 1,877 – –
MWM
61
Mascoma Wealth Management
New Hampshire
$12.9K 1,191 – –
AIM
62
Anchor Investment Management
South Carolina
$10.9K 1,000 – –
FIA
63
FNY Investment Advisers
New York
$7K 700 +300 +75%
GWM
64
Geneos Wealth Management
Colorado
$5.65K 521 – –
ASN
65
Advisory Services Network
Georgia
$5.43K 500 +500 New
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
– – -330,258 Closed
AAM
67
Advisors Asset Management
Colorado
– – -92,573 Closed
SCA
68
Snowden Capital Advisors
New York
– – -27,305 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– – -23,735 Closed
Creative Planning
70
Creative Planning
Kansas
– – -15,418 Closed
Truist Financial
71
Truist Financial
North Carolina
– – -11,903 Closed
STA
72
Summit Trail Advisors
New York
– – -10,796 Closed
Jones Financial Companies
73
Jones Financial Companies
Missouri
– – -3,700 Closed
SPIA
74
Steward Partners Investment Advisory
New York
– – -2,399 Closed
UB
75
UMB Bank
Missouri
– – -1,709 Closed
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