PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

87 hedge funds and large institutions have $64.1M invested in Putnam Municipal Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
26
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.23M
2
RCM
2
Rivernorth Capital Management
Florida
$1.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.36M
4
LPL Financial
4
LPL Financial
California
$1.05M
5
SCM
5
Saba Capital Management
New York
$464K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$7.23M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$3.22M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$393K
4
RVPG
4
Relative Value Partners Group
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BB
51
Burford Brothers
Texas
$204K 19,900 – –
HNB
52
Huntington National Bank
Ohio
– – – –
EIP
53
Ellis Investment Partners
Pennsylvania
$195K 19,003 +198 +1%
Millennium Management
54
Millennium Management
New York
$190K 18,517 – –
ICMP
55
Integrated Capital Management (Pennsylvania)
Pennsylvania
$189K 18,399 +1,805 +11%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$169K 16,461 +5,616 +52%
BRWA
57
B. Riley Wealth Advisors
Florida
$162K 15,774 -408 -3%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$161K 15,682 -21 -0.1%
CWM
59
Collaborative Wealth Management
Florida
$157K 15,324 – –
CIA
60
Concurrent Investment Advisors
Florida
$155K 15,110 – –
MC
61
Moors & Cabot
Massachusetts
$146K 14,253 +344 +2%
SWM
62
Spire Wealth Management
Virginia
$144K 14,000 – –
ITIM
63
Indiana Trust & Investment Management
Indiana
$144K 14,000 – –
SCA
64
STALEY CAPITAL ADVISERS
Pennsylvania
$128K 12,500 – –
SP
65
Successful Portfolios
Florida
$128K 12,428 – –
SBIA
66
Sheaff Brock Investment Advisors
Indiana
$123K 12,000 – –
PWAC
67
Private Wealth Advisors (California)
California
$120K 11,774 – –
SAM
68
Seelaus Asset Management
New Jersey
$108K 10,488 – –
SIMG
69
Sonora Investment Management Group
Arizona
$102K 10,000 – –
AWM
70
Avior Wealth Management
Nebraska
$99.5K 9,694 -233 -2%
FFA
71
Farther Finance Advisors
California
$67.4K 6,638 – –
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$61.6K 6,000 +6,000 New
Comerica Bank
73
Comerica Bank
Texas
$51.7K 5,038 +657 +15%
US Bancorp
74
US Bancorp
Minnesota
$46.6K 4,545 – –
GRP
75
Global Retirement Partners
California
$44.6K 4,348 +4,000 +1,149%
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3
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