PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

72 hedge funds and large institutions have $37.9M invested in Putnam Municipal Opportunities Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.78M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$457K
3
IA
3
IFP Advisors
Florida
$745K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.22M
5
AWM
5
Avior Wealth Management
Nebraska
$405K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.77M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Invesco
3
Invesco
Georgia
$1.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$627K
5
Bank of America
5
Bank of America
North Carolina
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
SeaCrest Wealth Management
New York
– -$41K -3,500 Closed
GLLW
77
Graves Light Lenhart Wealth
Virginia
– -$40K -3,360 Closed
SWM
78
Spire Wealth Management
Virginia
– -$30K -2,514 Closed
Citigroup
79
Citigroup
New York
– -$9K -800 Closed
BWM
80
Baystate Wealth Management
Massachusetts
– -$5K -457 Closed
BFEC
81
Benjamin F. Edwards & Company
Missouri
– -$2K -189 Closed
1 2 3
4