PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

68 hedge funds and large institutions have $42.2M invested in Putnam Municipal Opportunities Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.11M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$705K
3
Cohen & Steers
Cohen & Steers
New York
+$391K
4
LCM
Landscape Capital Management
New Jersey
+$302K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$229K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$771K
2
UBS Group
UBS Group
Switzerland
-$407K
3
Invesco
Invesco
Georgia
-$281K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$167K
5
IA
IFP Advisors
Florida
-$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Moors & Cabot
Massachusetts
$114K -$12.4K -1,198 -10%
SAM
52
Seelaus Asset Management
New Jersey
$107K – – –
SIMG
53
Sonora Investment Management Group
Arizona
$104K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$64.8K – – –
AA
55
AlphaCentric Advisors
Puerto Rico
$49.9K -$104K -10,000 -67%
US Bancorp
56
US Bancorp
Minnesota
$47.1K – – –
AAS
57
Ameritas Advisory Services
Nebraska
$32.9K +$32.9K +3,284 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$26.3K – – –
SWM
59
Spire Wealth Management
Virginia
$26K +$26K +2,514 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$22K +$83 +8 +0.4%
HI
61
Harbour Investments
Wisconsin
$14.6K +$14.6K +1,408 New
MWM
62
Mascoma Wealth Management
New Hampshire
$12.3K – – –
AIM
63
Anchor Investment Management
South Carolina
$10.4K – – –
FIA
64
FNY Investment Advisers
New York
$7K – – –
GWM
65
Geneos Wealth Management
Colorado
$5.4K – – –
ASN
66
Advisory Services Network
Georgia
$5.18K – – –
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$4.19K -$117 -11,258 -3%
RWM
68
Ruedi Wealth Management
Illinois
$3.35K +$3.35K +323 New
WAP
69
Wealthcare Advisory Partners
Pennsylvania
– -$167K -15,400 Closed
IWA
70
IBEX Wealth Advisors
New Jersey
– -$122K -11,267 Closed
BlackRock
71
BlackRock
New York
– -$99.5K -9,175 Closed
WAM
72
Worth Asset Management
Texas
– -$67.4K -6,210 Closed
CFB
73
Cullen/Frost Bankers
Texas
– -$20.4K -1,877 Closed
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