PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

81 hedge funds and large institutions have $74.7M invested in Putnam Municipal Opportunities Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-12
Holders Change %
-12.9%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
28
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.15M
2
GC
Guggenheim Capital
Illinois
+$1.14M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$683K
4
Wells Fargo
Wells Fargo
California
+$616K
5
Ameriprise
Ameriprise
Minnesota
+$216K

Top Sellers

1
PAS
Park Avenue Securities
New York
-$1.14M
2
VanEck Associates
VanEck Associates
New York
-$520K
3
AAM
Advisors Asset Management
Colorado
-$451K
4
LSC
Logan Stone Capital
Illinois
-$364K
5
HighTower Advisors
HighTower Advisors
Illinois
-$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$163K +$6.9K +677 +4%
S
52
Sunpointe
Missouri
$157K +$42.5K +4,170 +37%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$145K -$13.3K -1,308 -8%
SWM
54
Spire Wealth Management
Virginia
$143K – – –
CWM
55
Collaborative Wealth Management
Florida
$137K -$19.6K -1,924 -13%
SCA
56
STALEY CAPITAL ADVISERS
Pennsylvania
$127K – – –
SP
57
Successful Portfolios
Florida
$127K – – –
FFO
58
Fortitude Family Office
Arizona
$125K – – –
SBIA
59
Sheaff Brock Investment Advisors
Indiana
$122K – – –
TWP
60
Tyche Wealth Partners
Texas
$122K – – –
PWAC
61
Private Wealth Advisors (California)
California
$120K – – –
NWMP
62
Noble Wealth Management PBC
Colorado
$117K -$23.4K -2,300 -17%
SQA
63
Simon Quick Advisors
New Jersey
$115K +$3.19K +313 +3%
DC
64
Davenport & Co
Virginia
$108K -$6.96K -683 -6%
SAM
65
Seelaus Asset Management
New Jersey
$106K -$1.02K -100 -1%
HNB
66
Huntington National Bank
Ohio
$98.6K -$98K – –
FNWM
67
Financial Network Wealth Management
Utah
$96K +$96K +9,440 New
MCM
68
MAI Capital Management
Ohio
$73.4K – – –
EC
69
Elequin Capital
New York
$72.4K +$72.4K +7,104 New
Comerica Bank
70
Comerica Bank
Texas
$51.4K -$61 -6 -0.1%
WAM
71
Wolverine Asset Management
Illinois
$50.4K +$50.4K +4,943 New
US Bancorp
72
US Bancorp
Minnesota
$46.3K – – –
AWM
73
Activest Wealth Management
Florida
$42.3K – – –
GWM
74
Geneos Wealth Management
Colorado
$39.4K +$31.2K +3,065 +385%
ITIM
75
Indiana Trust & Investment Management
Indiana
$30.6K -$112K -11,000 -79%
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