PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

88 hedge funds and large institutions have $74.1M invested in Putnam Municipal Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
24
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$1.31M
2
GC
Guggenheim Capital
Illinois
+$1.24M
3
PAS
Park Avenue Securities
New York
+$1.13M
4
RCM
Robinson Capital Management
Michigan
+$875K
5
AAM
Advisors Asset Management
Colorado
+$594K

Top Sellers

1
RIL
Rothschild Investment LLC
Illinois
-$1.59M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.1M
3
UBS Group
UBS Group
Switzerland
-$1.06M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$464K
5
Morgan Stanley
Morgan Stanley
New York
-$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
51
Wolverine Asset Management
Illinois
$178K +$130K +13,101 +265%
CIA
52
Concurrent Investment Advisors
Florida
$178K +$5.98K +605 +3%
OC
53
Oppenheimer & Co
New York
$175K +$175K +17,646 New
GCM
54
Generation Capital Management
New York
$166K – – –
S
55
Sunpointe
Missouri
$152K – – –
SWM
56
Spire Wealth Management
Virginia
$138K – – –
CWM
57
Collaborative Wealth Management
Florida
$133K – – –
ACP
58
Aviance Capital Partners
Florida
$128K +$128K +12,944 New
SCA
59
STALEY CAPITAL ADVISERS
Pennsylvania
$124K – – –
SP
60
Successful Portfolios
Florida
$123K – – –
AF
61
Allworth Financial
California
$119K +$119K +12,000 New
TWP
62
Tyche Wealth Partners
Texas
$118K – – –
PWAC
63
Private Wealth Advisors (California)
California
$116K – – –
SQA
64
Simon Quick Advisors
New Jersey
$116K +$4.52K +457 +4%
MC
65
Moors & Cabot
Massachusetts
$113K -$55.8K -5,646 -33%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$108K -$32.5K -3,283 -23%
WFA
67
Wellspring Financial Advisors
Ohio
$104K +$104K +10,500 New
PFS
68
Prospera Financial Services
Texas
$102K +$102K +10,338 New
MWM
69
Meridian Wealth Management
Kentucky
$100K +$100K +10,108 New
Nomura Holdings
70
Nomura Holdings
Japan
$98.9K +$98.9K +10,000 New
MCM
71
MAI Capital Management
Ohio
$71.2K – – –
Comerica Bank
72
Comerica Bank
Texas
$49.8K -$99 -10 -0.2%
DSC
73
Duncker Streett & Co
Missouri
$48.5K +$48.5K +4,900 New
US Bancorp
74
US Bancorp
Minnesota
$46.3K +$1.39K +141 +3%
GRP
75
Global Retirement Partners
California
$43K +$43K +4,348 New
1 2
3
4