PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

73 hedge funds and large institutions have $57M invested in Putnam Municipal Opportunities Trust in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LB
1
Leo Brokerage
Texas
$1.76M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$211K
3
Invesco
3
Invesco
Georgia
$3.24M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.94M
5
1SB
5
1ST Source Bank
Indiana
$1.96M

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$1.9M
2
RCM
2
Robinson Capital Management
Michigan
$0
3
UBS Group
3
UBS Group
Switzerland
$2.84M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$13K
5
Bank of America
5
Bank of America
North Carolina
$3.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.94M 278,536 +11,143 +4%
KAS
2
Kestra Advisory Services
Texas
$3.81M 269,755 -678 -0.3%
Bank of America
3
Bank of America
North Carolina
$3.68M 259,995 -24,056 -8%
Invesco
4
Invesco
Georgia
$3.24M 229,364 +11,708 +5%
UBS Group
5
UBS Group
Switzerland
$2.84M 200,832 -75,661 -27%
Morgan Stanley
6
Morgan Stanley
New York
$2.83M 200,265 +4,847 +2%
RJA
7
Raymond James & Associates
Florida
$2.69M 190,128 +7,501 +4%
CIA
8
Capital Investment Advisors
Georgia
$2.03M 143,878 +654 +0.5%
1SB
9
1ST Source Bank
Indiana
$1.96M 138,332 +9,463 +7%
MSL
10
Mackay Shields LLC
New York
$1.9M 134,024 -121,579 -48%
AAM
11
Advisors Asset Management
Colorado
$1.87M 132,377 -13,622 -9%
VanEck Associates
12
VanEck Associates
New York
$1.82M 128,404 +9,238 +8%
LB
13
Leo Brokerage
Texas
$1.76M 124,128 +66,306 +115%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.66M 117,601 +9,066 +8%
Wells Fargo
15
Wells Fargo
California
$1.65M 116,566 +169 +0.1%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.53M 107,931 +580 +0.5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.45M 102,306 +4,678 +5%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$1.32M 93,099 -13,135 -12%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.12M 79,206 +810 +1%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.05M 74,370 -1,380 -2%
SMC
21
Smith, Moore & Co
Missouri
$910K 64,380 +4,170 +7%
PIA
22
Powell Investment Advisors
Florida
$847K 59,693 +588 +1%
DLG
23
Daniel L. Goodwin
$733K 51,866 – –
Ameriprise
24
Ameriprise
Minnesota
$654K 45,740 -1,014 -2%
Stifel Financial
25
Stifel Financial
Missouri
$600K 42,431 -790 -2%
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