PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $50.1M invested in Putnam Municipal Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
18
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.24M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.54M
3
AAM
3
Advisors Asset Management
Colorado
$1.02M
4
Millennium Management
4
Millennium Management
New York
$621K
5
VanEck Associates
5
VanEck Associates
New York
$1.78M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$7.57M
2
LPL Financial
2
LPL Financial
California
$638K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.39M
4
Wells Fargo
4
Wells Fargo
California
$723K
5
RJA
5
Raymond James & Associates
Florida
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$7.57M 740,735 -70,682 -9%
MWM
2
Melfa Wealth Management
Massachusetts
$4.96M 486,214 +1,465 +0.3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.14M 405,651 +1,128 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$2.39M 234,431 -32,536 -12%
Bank of America
5
Bank of America
North Carolina
$2.37M 231,921 +20,921 +10%
UBS Group
6
UBS Group
Switzerland
$2.24M 219,344 +174,685 +391%
VanEck Associates
7
VanEck Associates
New York
$1.78M 174,130 +52,768 +43%
RJA
8
Raymond James & Associates
Florida
$1.75M 171,346 -19,779 -10%
Cohen & Steers
9
Cohen & Steers
New York
$1.54M 150,923 +113,217 +300%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.45M 142,404 +15,820 +12%
CIA
11
Capital Investment Advisors
Georgia
$1.21M 118,272 -377 -0.3%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.2M 117,485 -232 -0.2%
Invesco
13
Invesco
Georgia
$1.18M 116,036 +28,782 +33%
AAM
14
Advisors Asset Management
Colorado
$1.02M 100,296 +100,296 New
NRW
15
Nova R Wealth
Kansas
$1.02M 99,997 -690 -0.7%
1SB
16
1ST Source Bank
Indiana
$832K 81,503 -5,979 -7%
SMC
17
Smith, Moore & Co
Missouri
$783K 76,737 -4,748 -6%
OC
18
Oppenheimer & Co
New York
$732K 71,735 +3,524 +5%
Wells Fargo
19
Wells Fargo
California
$723K 70,809 -22,736 -24%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$711K 69,661 -16,469 -19%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$711K 69,637 +23,385 +51%
LPL Financial
22
LPL Financial
California
$638K 62,502 -66,009 -51%
Millennium Management
23
Millennium Management
New York
$621K 60,814 +60,814 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$542K 53,099 +5,517 +12%
DLG
25
Daniel L. Goodwin
$530K 51,866 – –
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