PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

84 hedge funds and large institutions have $52.5M invested in Putnam Municipal Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.69M
2
RCM
2
Robinson Capital Management
Michigan
$1.74M
3
DWM
3
Doyle Wealth Management
Florida
$1.46M
4
LB
4
Leo Brokerage
Texas
$1.29M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.12M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.56M
2
AWS
2
AJ Wealth Strategies
New York
$0
3
AAM
3
Advisors Asset Management
Colorado
$1.13M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$171K
Name Market Value Shares Shares
Change 		Shares
Change %
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.69M 316,990 +204,364 +181%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.5M 300,059 +9,050 +3%
Bank of America
3
Bank of America
North Carolina
$3.31M 283,669 +24,708 +10%
RJA
4
Raymond James & Associates
Florida
$2.84M 243,734 +42,034 +21%
Invesco
5
Invesco
Georgia
$2.56M 219,515 -42,589 -16%
Morgan Stanley
6
Morgan Stanley
New York
$2.34M 200,937 -2,531 -1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.12M 181,778 +103,046 +131%
RCM
8
Robinson Capital Management
Michigan
$1.74M 149,215 +149,215 New
1SB
9
1ST Source Bank
Indiana
$1.73M 148,756 -111 -0.1%
VanEck Associates
10
VanEck Associates
New York
$1.71M 146,859 +14,360 +11%
CIA
11
Capital Investment Advisors
Georgia
$1.61M 137,896 -1,596 -1%
DWM
12
Doyle Wealth Management
Florida
$1.46M 125,603 +125,603 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.44M 123,430 +3,380 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.4M 123,153 +3,538 +3%
LB
15
Leo Brokerage
Texas
$1.29M 110,794 +110,794 New
UBS Group
16
UBS Group
Switzerland
$1.18M 101,161 -5,842 -5%
Wells Fargo
17
Wells Fargo
California
$1.17M 100,771 +426 +0.4%
NRW
18
Nova R Wealth
Kansas
$1.17M 100,687 – –
AAM
19
Advisors Asset Management
Colorado
$1.13M 97,245 -30,443 -24%
BRWM
20
B. Riley Wealth Management
Tennessee
$1.09M 93,159 +10,892 +13%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.01M 86,531 -10,400 -11%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$906K 77,770 – –
SMC
23
Smith, Moore & Co
Missouri
$846K 72,592 +5,113 +8%
PIA
24
Powell Investment Advisors
Florida
$685K 58,496 -2,364 -4%
Ameriprise
25
Ameriprise
Minnesota
$607K 52,099 +13,196 +34%
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