PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

87 hedge funds and large institutions have $64.1M invested in Putnam Municipal Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
26
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.23M
2
RCM
2
Rivernorth Capital Management
Florida
$1.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.36M
4
LPL Financial
4
LPL Financial
California
$1.05M
5
SCM
5
Saba Capital Management
New York
$464K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$7.23M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$3.22M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$393K
4
RVPG
4
Relative Value Partners Group
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
Activest Wealth Management
Florida
$38.7K 3,775 +3,775 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$26.1K 2,539 – –
FCA
78
FinTrust Capital Advisors
South Carolina
$16.3K 1,585 +1,585 New
HI
79
Harbour Investments
Wisconsin
$14.4K 1,408 – –
UB
80
UMB Bank
Missouri
$13.1K 1,272 -762 -37%
MWM
81
Mascoma Wealth Management
New Hampshire
$12.2K 1,191 – –
IAIM
82
International Assets Investment Management
Florida
$12.1K 1,176 +1,176 New
AIM
83
Anchor Investment Management
South Carolina
$10.3K 1,000 – –
MPWT
84
MassMutual Private Wealth & Trust
Connecticut
$10.3K 1,000 +1,000 New
BFEC
85
Benjamin F. Edwards & Company
Missouri
$9K 869 +696 +402%
HNB
86
Hilltop National Bank
Wyoming
$8K 780 – –
GWM
87
Geneos Wealth Management
Colorado
$5.35K 521 – –
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.83K 276 +276 New
RVPG
89
Relative Value Partners Group
– – -32,000 Closed
Cohen & Steers
90
Cohen & Steers
New York
– – -27,923 Closed
AWAG
91
ARS Wealth Advisors Group
Florida
– – -15,094 Closed
SQA
92
Simon Quick Advisors
New Jersey
– – -14,710 Closed
STA
93
Summit Trail Advisors
New York
– – -10,420 Closed
FNWM
94
Financial Network Wealth Management
Utah
– – -10,401 Closed
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
– – -5,280 Closed
DJSG
96
D.J. St. Germain
Massachusetts
– – -3,000 Closed
TRCT
97
Tower Research Capital (TRC)
New York
– – -509 Closed
FIA
98
FNY Investment Advisers
New York
– – -400 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
– – – –
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