PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

76 hedge funds and large institutions have $46.6M invested in Putnam Municipal Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-8
Holders Change %
-9.52%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.56M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.58M
3
Cohen & Steers
3
Cohen & Steers
New York
$599K
4
SCA
4
Snowden Capital Advisors
New York
$319K
5
RJA
5
Raymond James & Associates
Florida
$3.11M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
DWM
2
Doyle Wealth Management
Florida
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$693K
4
LB
4
Leo Brokerage
Texas
$0
5
BRWM
5
B. Riley Wealth Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.58M +$1.05M +88,701 +30%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$3.92M +$179K +15,206 +5%
Ameriprise
3
Ameriprise
Minnesota
$3.56M +$2.94M +248,617 +477%
RJA
4
Raymond James & Associates
Florida
$3.11M +$234K +19,845 +8%
Bank of America
5
Bank of America
North Carolina
$2.84M -$500K -42,388 -15%
Invesco
6
Invesco
Georgia
$2.43M -$155K -13,139 -6%
Morgan Stanley
7
Morgan Stanley
New York
$2.11M -$263K -22,340 -11%
1SB
8
1ST Source Bank
Indiana
$1.65M -$101K -8,600 -6%
CIA
9
Capital Investment Advisors
Georgia
$1.49M -$131K -11,146 -8%
VanEck Associates
10
VanEck Associates
New York
$1.34M -$394K -33,446 -23%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.32M -$134K -11,352 -9%
Wells Fargo
12
Wells Fargo
California
$1.31M +$117K +9,924 +10%
NRW
13
Nova R Wealth
Kansas
$1.19M – – –
AAM
14
Advisors Asset Management
Colorado
$1.1M -$43.8K -3,717 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.08M -$373K -31,606 -26%
UBS Group
16
UBS Group
Switzerland
$1.06M -$131K -11,074 -11%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$837K -$183K -15,500 -18%
SMC
18
Smith, Moore & Co
Missouri
$748K -$108K -9,190 -13%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$693K -$1.45M -122,986 -68%
DLG
20
Daniel L. Goodwin
$611K – – –
Cohen & Steers
21
Cohen & Steers
New York
$599K +$599K +50,786 New
OC
22
Oppenheimer & Co
New York
$573K +$82.6K +7,000 +17%
NA
23
NewEdge Advisors
Louisiana
$568K +$16.2K +1,370 +3%
RVPG
24
Relative Value Partners Group
$507K – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$474K +$197K +16,741 +71%
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