PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

77 hedge funds and large institutions have $58M invested in Putnam Municipal Opportunities Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.31M
2
Bank of America
2
Bank of America
North Carolina
$3.81M
3
LB
3
Leo Brokerage
Texas
$775K
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$386K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.46M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$3.62M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.05M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.42M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$459K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$5K 400 – –
CFA
77
Carroll Financial Associates
North Carolina
$4K 335 +2 +0.6%
RCM
78
Rivernorth Capital Management
Florida
– – -140,289 Closed
M&T Bank
79
M&T Bank
New York
– – -23,120 Closed
PAG
80
Private Advisor Group
New Jersey
– – -11,673 Closed
GWS
81
Glassman Wealth Services
Virginia
– – -8,800 Closed
PWPS
82
Pinnacle Wealth Planning Services
Ohio
– – -4,884 Closed
AWG
83
Altus Wealth Group
Colorado
– – -1,034 Closed
MA
84
Montag & Associates
Georgia
– – -852 Closed
PFO
85
Pathstone Family Office
New Jersey
– – -45 Closed
CFGS
86
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4