PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

72 hedge funds and large institutions have $37.9M invested in Putnam Municipal Opportunities Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% 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
19
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.78M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$457K
3
IA
3
IFP Advisors
Florida
$745K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.22M
5
AWM
5
Avior Wealth Management
Nebraska
$405K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.77M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Invesco
3
Invesco
Georgia
$1.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$627K
5
Bank of America
5
Bank of America
North Carolina
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.22M 431,089 +42,329 +11%
Ameriprise
2
Ameriprise
Minnesota
$3.78M 385,663 +84,947 +28%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$3.22M 330,258 -1,938 -0.6%
Bank of America
4
Bank of America
North Carolina
$2.09M 213,549 -27,732 -11%
RJA
5
Raymond James & Associates
Florida
$1.77M 180,131 -83,448 -32%
Morgan Stanley
6
Morgan Stanley
New York
$1.76M 179,608 +1,011 +0.6%
Invesco
7
Invesco
Georgia
$1.45M 148,318 -58,058 -28%
1SB
8
1ST Source Bank
Indiana
$1.36M 138,487 -1,669 -1%
CIA
9
Capital Investment Advisors
Georgia
$1.23M 125,086 -1,664 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.03M 105,408 -6,393 -6%
NRW
11
Nova R Wealth
Kansas
$987K 100,687 – –
Wells Fargo
12
Wells Fargo
California
$959K 97,887 -12,808 -12%
AAM
13
Advisors Asset Management
Colorado
$907K 92,573 -955 -1%
VanEck Associates
14
VanEck Associates
New York
$891K 90,930 -22,483 -20%
UBS Group
15
UBS Group
Switzerland
$845K 86,200 -3,887 -4%
IA
16
IFP Advisors
Florida
$745K 63,858 +37,887 +146%
SMC
17
Smith, Moore & Co
Missouri
$731K 74,554 +11,152 +18%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$627K 64,022 -27,802 -30%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$524K 53,531 -17,500 -25%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$519K 52,993 -5,799 -10%
DLG
21
Daniel L. Goodwin
$509K 51,866 – –
OC
22
Oppenheimer & Co
New York
$477K 48,715 +135 +0.3%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$457K 46,635 +46,635 New
NA
24
NewEdge Advisors
Louisiana
$424K 43,331 -4,800 -10%
AWM
25
Avior Wealth Management
Nebraska
$405K 41,372 +41,372 New
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