PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

71 hedge funds and large institutions have $53.6M invested in Putnam Municipal Opportunities Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% 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
17
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$1.19M
2
AP
2
Americana Partners
Texas
$321K
3
AA
3
AlphaCentric Advisors
Puerto Rico
$315K
4
Invesco
4
Invesco
Georgia
$3.42M
5
OFG
5
OTA Financial Group
New York
$200K

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$317K
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
UBS Group
4
UBS Group
Switzerland
$2.22M
5
SIA
5
Sit Investment Associates
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.91M 285,040 +6,504 +2%
KAS
2
Kestra Advisory Services
Texas
$3.64M 265,424 -4,331 -2%
Bank of America
3
Bank of America
North Carolina
$3.45M 251,948 -8,047 -3%
Invesco
4
Invesco
Georgia
$3.42M 249,811 +20,447 +9%
Morgan Stanley
5
Morgan Stanley
New York
$2.77M 202,439 +2,174 +1%
RJA
6
Raymond James & Associates
Florida
$2.58M 187,970 -2,158 -1%
UBS Group
7
UBS Group
Switzerland
$2.22M 162,158 -38,674 -19%
1SB
8
1ST Source Bank
Indiana
$2.04M 148,858 +10,526 +8%
CIA
9
Capital Investment Advisors
Georgia
$1.94M 141,214 -2,664 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.78M 130,246 +12,645 +11%
VanEck Associates
11
VanEck Associates
New York
$1.78M 130,142 +1,738 +1%
AAM
12
Advisors Asset Management
Colorado
$1.76M 128,654 -3,723 -3%
LB
13
Leo Brokerage
Texas
$1.64M 119,907 -4,221 -3%
Wells Fargo
14
Wells Fargo
California
$1.55M 112,945 -3,621 -3%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.48M 107,931 – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.46M 106,745 +4,439 +4%
BRWM
17
B. Riley Wealth Management
Tennessee
$1.19M 86,881 +86,881 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.07M 78,298 -908 -1%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.02M 74,370 – –
SMC
20
Smith, Moore & Co
Missouri
$900K 65,658 +1,278 +2%
PIA
21
Powell Investment Advisors
Florida
$829K 60,258 +565 +0.9%
DLG
22
Daniel L. Goodwin
$711K 51,866 – –
Ameriprise
23
Ameriprise
Minnesota
$648K 48,287 +2,547 +6%
RVPG
24
Relative Value Partners Group
$564K 41,000 – –
GCP
25
Gill Capital Partners
Colorado
$554K 40,457 -1,500 -4%
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