PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

86 hedge funds and large institutions have $63.2M invested in Putnam Municipal Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
20
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.24M
2
PAS
2
Park Avenue Securities
New York
$1.18M
3
LSC
3
Logan Stone Capital
Illinois
$681K
4
NMC
4
Nine Masts Capital
Hong Kong
$662K
5
Wells Fargo
5
Wells Fargo
California
$1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.98M
2
SCM
2
Saba Capital Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$2.27M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$4.75M
5
VanEck Associates
5
VanEck Associates
New York
$2.07M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Collaborative Wealth Management
Florida
$156K 15,324 – –
CA
52
Cetera Advisors
Colorado
$155K 15,282 +15,282 New
CIA
53
Concurrent Investment Advisors
Florida
$154K 15,110 +381 +3%
AWAG
54
ARS Wealth Advisors Group
Florida
$153K 15,094 – –
SQA
55
Simon Quick Advisors
New Jersey
$149K 14,710 +1,491 +11%
BRWA
56
B. Riley Wealth Advisors
Florida
$149K 16,182 -688 -4%
SWM
57
Spire Wealth Management
Virginia
$142K 14,000 – –
ITIM
58
Indiana Trust & Investment Management
Indiana
$142K 14,000 – –
MC
59
Moors & Cabot
Massachusetts
$141K 13,909 +1,570 +13%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$140K 13,806 -15,614 -53%
SCA
61
STALEY CAPITAL ADVISERS
Pennsylvania
$127K 12,500 – –
SP
62
Successful Portfolios
Florida
$126K 12,428 – –
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$122K 12,000 – –
PWAC
64
Private Wealth Advisors (California)
California
$120K 11,774 – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$110K 10,845 -10,495 -49%
SAM
66
Seelaus Asset Management
New Jersey
$107K 10,488 – –
STA
67
Summit Trail Advisors
New York
$106K 10,420 -2,023 -16%
FNWM
68
Financial Network Wealth Management
Utah
$103K 10,401 -849 -8%
SIMG
69
Sonora Investment Management Group
Arizona
$102K 10,000 – –
AWM
70
Avior Wealth Management
Nebraska
$101K 9,927 – –
FFA
71
Farther Finance Advisors
California
$67K 6,638 – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$53.6K 5,280 +5,280 New
US Bancorp
73
US Bancorp
Minnesota
$46.2K 4,545 – –
Comerica Bank
74
Comerica Bank
Texas
$44.5K 4,381 -29 -0.7%
WAM
75
Wolverine Asset Management
Illinois
$37.3K 3,670 +1,970 +116%
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