PMO

Putnam Municipal Opportunities Trust

68 hedge funds and large institutions have $42.2M invested in Putnam Municipal Opportunities Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
20
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$8.36M +$1.11M +107,784 +15%
MWM
2
Melfa Wealth Management
Massachusetts
$5.02M +$53K +5,114 +1%
Morgan Stanley
3
Morgan Stanley
New York
$2.77M +$148K +14,240 +6%
Bank of America
4
Bank of America
North Carolina
$2.19M -$771K -74,419 -26%
RJA
5
Raymond James & Associates
Florida
$1.98M +$22.2K +2,144 +1%
LPL Financial
6
LPL Financial
California
$1.33M +$64.6K +6,239 +5%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$1.31M +$705K +68,053 +116%
VanEck Associates
8
VanEck Associates
New York
$1.26M +$127K +12,262 +11%
CIA
9
Capital Investment Advisors
Georgia
$1.23M +$41 +4 +0%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.22M +$5.82K +562 +0.5%
NRW
11
Nova R Wealth
Kansas
$1.04M
Wells Fargo
12
Wells Fargo
California
$969K -$41.5K -4,010 -4%
1SB
13
1ST Source Bank
Indiana
$906K +$52 +5 +0%
Invesco
14
Invesco
Georgia
$904K -$281K -27,079 -24%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$892K +$229K +22,094 +35%
SMC
16
Smith, Moore & Co
Missouri
$844K -$995 -96 -0.1%
OC
17
Oppenheimer & Co
New York
$707K +$29.4K +2,842 +4%
NA
18
NewEdge Advisors
Louisiana
$599K +$48.6K +4,800 +9%
DLG
19
Daniel L. Goodwin
$537K
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$516K +$5.28K +510 +1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$493K +$40.2K +3,884 +9%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$479K -$1.46K -141 -0.3%
UBS Group
23
UBS Group
Switzerland
$463K -$407K -39,274 -47%
IA
24
IFP Advisors
Florida
$419K -$160K -13,673 -28%
TA
25
Tectonic Advisors
Texas
$391K