PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

65 hedge funds and large institutions have $47.2M invested in Putnam Municipal Opportunities Trust in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
20
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Melfa Wealth Management
Massachusetts
$5.2M
2
Ameriprise
2
Ameriprise
Minnesota
$7.62M
3
LPL Financial
3
LPL Financial
California
$1.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.74M
5
Bank of America
5
Bank of America
North Carolina
$3.1M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
AAM
2
Advisors Asset Management
Colorado
$0
3
1SB
3
1ST Source Bank
Indiana
$949K
4
Invesco
4
Invesco
Georgia
$1.24M
5
SCA
5
Snowden Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$7.62M 703,633 +317,970 +82%
MWM
2
Melfa Wealth Management
Massachusetts
$5.2M 479,635 +479,635 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.51M 415,781 -15,308 -4%
Bank of America
4
Bank of America
North Carolina
$3.1M 285,419 +71,870 +34%
Morgan Stanley
5
Morgan Stanley
New York
$2.74M 252,727 +73,119 +41%
RJA
6
Raymond James & Associates
Florida
$2.05M 188,981 +8,850 +5%
LPL Financial
7
LPL Financial
California
$1.33M 122,272 +91,342 +295%
CIA
8
Capital Investment Advisors
Georgia
$1.29M 118,645 -6,441 -5%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.27M 117,155 +11,747 +11%
Invesco
10
Invesco
Georgia
$1.24M 114,333 -33,985 -23%
VanEck Associates
11
VanEck Associates
New York
$1.18M 109,100 +18,170 +20%
NRW
12
Nova R Wealth
Kansas
$1.09M 100,687 – –
Wells Fargo
13
Wells Fargo
California
$1.06M 97,555 -332 -0.3%
1SB
14
1ST Source Bank
Indiana
$949K 87,477 -51,010 -37%
UBS Group
15
UBS Group
Switzerland
$911K 83,933 -2,267 -3%
SMC
16
Smith, Moore & Co
Missouri
$885K 81,581 +7,027 +9%
OC
17
Oppenheimer & Co
New York
$709K 65,369 +16,654 +34%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$695K 64,036 +14 +0%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$635K 58,531 +5,000 +9%
IA
20
IFP Advisors
Florida
$578K 49,584 -14,274 -22%
DLG
21
Daniel L. Goodwin
$563K 51,866 – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$535K 49,305 -3,688 -7%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$503K 46,393 -242 -0.5%
NA
24
NewEdge Advisors
Louisiana
$491K 54,331 +11,000 +25%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$474K 43,698 +5,422 +14%
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