PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $49.6M invested in Putnam Municipal Opportunities Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
15
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
$5.69M
2
AWAG
ARS Wealth Advisors Group
Florida
$652K
3
AAM
Advisors Asset Management
Colorado
$1.36M
4
Ameriprise
Ameriprise
Minnesota
$7.23M
5
VanEck Associates
VanEck Associates
New York
$1.88M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$496K
2
CCP
Clough Capital Partners
Massachusetts
$0
3
SMC
Smith, Moore & Co
Missouri
$325K
4
Bank of America
Bank of America
North Carolina
$1.79M
5
Wells Fargo
Wells Fargo
California
$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$7.23M +$420K +45,720 +6%
RCM
2
Robinson Capital Management
Michigan
$5.69M +$5.69M +637,673 New
MWM
3
Melfa Wealth Management
Massachusetts
$4.46M -$17.7K -1,921 -0.4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.5M -$234K -25,394 -6%
UBS Group
5
UBS Group
Switzerland
$2.12M +$104K +11,251 +5%
Morgan Stanley
6
Morgan Stanley
New York
$2.07M -$85.5K -9,288 -4%
VanEck Associates
7
VanEck Associates
New York
$1.88M +$280K +30,471 +17%
Bank of America
8
Bank of America
North Carolina
$1.79M -$347K -37,720 -16%
RJA
9
Raymond James & Associates
Florida
$1.5M -$72.6K -7,895 -5%
AAM
10
Advisors Asset Management
Colorado
$1.36M +$439K +47,771 +48%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.3M +$215K +23,331 +20%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.2M -$109K -11,885 -8%
Invesco
13
Invesco
Georgia
$1.11M +$38.3K +4,167 +4%
CIA
14
Capital Investment Advisors
Georgia
$1.05M -$34K -3,700 -3%
NRW
15
Nova R Wealth
Kansas
$920K – – –
AWAG
16
ARS Wealth Advisors Group
Florida
$652K +$652K +70,836 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$628K -$12.4K -1,350 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$624K +$246K +26,720 +65%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$601K -$40.1K -4,354 -6%
1SB
20
1ST Source Bank
Indiana
$600K -$150K -16,292 -20%
LPL Financial
21
LPL Financial
California
$564K -$10.8K -1,176 -2%
OC
22
Oppenheimer & Co
New York
$509K -$151K -16,391 -23%
WAM
23
Wolverine Asset Management
Illinois
$508K +$173K +18,784 +52%
Cohen & Steers
24
Cohen & Steers
New York
$496K -$892K -97,000 -64%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$480K -$8.7K -945 -2%
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