PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

87 hedge funds and large institutions have $73.8M invested in Putnam Municipal Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
23
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$2.29M
2
GC
2
Guggenheim Capital
Illinois
$5.98M
3
PAS
3
Park Avenue Securities
New York
$1.13M
4
RCM
4
Robinson Capital Management
Michigan
$875K
5
AAM
5
Advisors Asset Management
Colorado
$3.04M

Top Sellers

1
RIL
1
Rothschild Investment LLC
Illinois
$23.6K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$5.24M
3
UBS Group
3
UBS Group
Switzerland
$1.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
DJSG
76
D.J. St. Germain
Massachusetts
$29.7K 3,000 +3,000 New
CI
77
CX Institutional
Indiana
$29K 2,969 +2,969 New
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$28.9K 2,923 – –
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$25.1K 2,539 – –
RIL
80
Rothschild Investment LLC
Illinois
$23.6K 2,389 -160,999 -99%
GWM
81
Geneos Wealth Management
Colorado
$15.5K 1,563 -2,299 -60%
HI
82
Harbour Investments
Wisconsin
$13.9K 1,408 – –
MWM
83
Mascoma Wealth Management
New Hampshire
$11.8K 1,191 – –
AIM
84
Anchor Investment Management
South Carolina
$9.89K 1,000 – –
HNB
85
Hilltop National Bank
Wyoming
$7.71K 780 +780 New
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$4.85K 476 +476 New
EC
87
Elequin Capital
New York
$79 8 -7,096 -100%
Baird Financial Group
88
Baird Financial Group
Wisconsin
– – -45,532 Closed
AWM
89
Avior Wealth Management
Nebraska
– – -16,035 Closed
FFO
90
Fortitude Family Office
Arizona
– – -12,309 Closed
DC
91
Davenport & Co
Virginia
– – -10,601 Closed
SAM
92
Seelaus Asset Management
New Jersey
– – -10,388 Closed
ITIM
93
Indiana Trust & Investment Management
Indiana
– – -3,000 Closed
WA
94
WPG Advisers
Maryland
– – -104 Closed
CCM
95
Coldstream Capital Management
Washington
– – -55 Closed
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
– – – –
HNB
97
Huntington National Bank
Ohio
– – – –
1 2 3
4