PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $50.1M invested in Putnam Municipal Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
18
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.24M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.54M
3
AAM
3
Advisors Asset Management
Colorado
$1.02M
4
Millennium Management
4
Millennium Management
New York
$621K
5
VanEck Associates
5
VanEck Associates
New York
$1.78M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$7.57M
2
LPL Financial
2
LPL Financial
California
$638K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.39M
4
Wells Fargo
4
Wells Fargo
California
$723K
5
RJA
5
Raymond James & Associates
Florida
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWM
51
Financial Network Wealth Management
Utah
$116K – – –
RA
52
RFG Advisory
Alabama
$114K – – –
DAS
53
Dynamic Advisor Solutions
Arizona
$114K – – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$111K -$10.4K -1,016 -9%
SAM
55
Seelaus Asset Management
New Jersey
$107K – – –
SIMG
56
Sonora Investment Management Group
Arizona
$102K – – –
FFA
57
Farther Finance Advisors
California
$95.5K +$95.5K +9,356 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$63.9K – – –
US Bancorp
59
US Bancorp
Minnesota
$46.4K – – –
CFB
60
Cullen/Frost Bankers
Texas
$42.5K +$42.5K +4,165 New
DJSG
61
D.J. St. Germain
Massachusetts
$30.6K +$30.6K +3,000 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$25.9K – – –
SWM
63
Spire Wealth Management
Virginia
$25.7K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$22K +$73 +7 +0.3%
HI
65
Harbour Investments
Wisconsin
$14.4K – – –
MWM
66
Mascoma Wealth Management
New Hampshire
$11.9K – – –
AIM
67
Anchor Investment Management
South Carolina
$10.2K – – –
GWM
68
Geneos Wealth Management
Colorado
$5.32K – – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$4.58K +$4.58K +449 New
FIA
70
FNY Investment Advisers
New York
$3K -$4K -400 -57%
RCM
71
Robinson Capital Management
Michigan
– -$195K -19,063 Closed
CAL
72
Capital Analysts LLC
Pennsylvania
– -$148K -14,325 Closed
IWM
73
IHT Wealth Management
Illinois
– -$145K -14,009 Closed
AP
74
Americana Partners
Texas
– -$130K -12,500 Closed
DWM
75
Drive Wealth Management
Utah
– -$118K -11,300 Closed
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