PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

76 hedge funds and large institutions have $46.6M invested in Putnam Municipal Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-8
Holders Change %
-9.52%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$3.56M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.58M
3
Cohen & Steers
Cohen & Steers
New York
$599K
4
SCA
Snowden Capital Advisors
New York
$319K
5
RJA
Raymond James & Associates
Florida
$3.11M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
DWM
Doyle Wealth Management
Florida
$0
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$693K
4
LB
Leo Brokerage
Texas
$0
5
BRWM
B. Riley Wealth Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$253 +$2 +171 +0.8%
RCM
77
Robinson Capital Management
Michigan
– -$1.74M -149,215 Closed
DWM
78
Doyle Wealth Management
Florida
– -$1.46M -125,603 Closed
LB
79
Leo Brokerage
Texas
– -$1.29M -110,794 Closed
BRWM
80
B. Riley Wealth Management
Tennessee
– -$1.09M -93,159 Closed
Baird Financial Group
81
Baird Financial Group
Wisconsin
– -$906K -77,770 Closed
PIA
82
Powell Investment Advisors
Florida
– -$685K -58,496 Closed
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
– -$299K -25,674 Closed
RCM
84
Rivernorth Capital Management
Florida
– -$278K -23,897 Closed
DADC
85
D.A. Davidson & Co
Montana
– -$234K -20,097 Closed
LCM
86
Landscape Capital Management
New Jersey
– -$228K -19,613 Closed
WS
87
Wedbush Securities
California
– -$155K -13,293 Closed
C1AG
88
Client 1st Advisory Group
Florida
– -$117K -10,000 Closed
HA
89
Herold Advisors
New York
– -$67.6K -5,800 Closed
TCM
90
Tradewinds Capital Management
Washington
– -$68K -5,796 Closed
T
91
TCWP
Ohio
– -$40K -3,464 Closed
PO
92
Private Ocean
California
– -$19K -1,614 Closed
FAG
93
Fortitude Advisory Group
Washington
– -$12K -1,000 Closed
AA
94
Addison Advisors
Vermont
– -$5K -465 Closed
PFS
95
Prospera Financial Services
Texas
– -$3K -284 Closed
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