PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $49.6M invested in Putnam Municipal Opportunities Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
15
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
$5.69M
2
AWAG
ARS Wealth Advisors Group
Florida
$652K
3
AAM
Advisors Asset Management
Colorado
$1.36M
4
Ameriprise
Ameriprise
Minnesota
$7.23M
5
VanEck Associates
VanEck Associates
New York
$1.88M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$496K
2
CCP
Clough Capital Partners
Massachusetts
$0
3
SMC
Smith, Moore & Co
Missouri
$325K
4
Bank of America
Bank of America
North Carolina
$1.79M
5
Wells Fargo
Wells Fargo
California
$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$110K – – –
PWAC
52
Private Wealth Advisors (California)
California
$108K – – –
RA
53
RFG Advisory
Alabama
$103K – – –
DAS
54
Dynamic Advisor Solutions
Arizona
$103K – – –
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$100K -$359 -39 -0.4%
BPA
56
Beacon Pointe Advisors
California
$97.3K +$97.3K +10,581 New
SAM
57
Seelaus Asset Management
New Jersey
$96.5K – – –
SIMG
58
Sonora Investment Management Group
Arizona
$92K – – –
AWM
59
Avior Wealth Management
Nebraska
$91.3K -$31.2K -3,388 -25%
US Bancorp
60
US Bancorp
Minnesota
$41.8K – – –
Comerica Bank
61
Comerica Bank
Texas
$40.8K +$40.8K +4,438 New
DJSG
62
D.J. St. Germain
Massachusetts
$27.6K – – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$23.4K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$14K -$5.42K -592 -28%
HI
65
Harbour Investments
Wisconsin
$13K – – –
MWM
66
Mascoma Wealth Management
New Hampshire
$11K – – –
AIM
67
Anchor Investment Management
South Carolina
$9.2K – – –
GWM
68
Geneos Wealth Management
Colorado
$4.79K – – –
GRP
69
Global Retirement Partners
California
$3.14K +$3.14K +348 New
FIA
70
FNY Investment Advisers
New York
$3K +$750 +100 +33%
CCP
71
Clough Capital Partners
Massachusetts
– -$464K -45,400 Closed
QL
72
Quarry LP
New York
– -$206K -20,200 Closed
FNWM
73
Financial Network Wealth Management
Utah
– -$116K -11,250 Closed
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
– -$63.9K -6,255 Closed
CFB
75
Cullen/Frost Bankers
Texas
– -$42.5K -4,165 Closed
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