PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

82 hedge funds and large institutions have $71.2M invested in Putnam Municipal Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$6.2M
2
SCM
2
Saba Capital Management
New York
$2.9M
3
RCM
3
Robinson Capital Management
Michigan
$9.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.53M
5
RIL
5
Rothschild Investment LLC
Illinois
$1.99M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.67M
2
AWAG
2
ARS Wealth Advisors Group
Florida
$154K
3
WAM
3
Wolverine Asset Management
Illinois
$17.4K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.37M
5
Bank of America
5
Bank of America
North Carolina
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Robinson Capital Management
Michigan
$9.27M 902,947 +265,274 +42%
Ameriprise
2
Ameriprise
Minnesota
$6.67M 652,022 -134,433 -17%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$6.2M 605,654 +605,654 New
MWM
4
Melfa Wealth Management
Massachusetts
$4.96M 484,967 +674 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$4.53M 442,740 +217,597 +97%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.37M 329,477 -50,780 -13%
UBS Group
7
UBS Group
Switzerland
$2.94M 287,226 +56,631 +25%
SCM
8
Saba Capital Management
New York
$2.9M 283,022 +269,980 +2,070%
VanEck Associates
9
VanEck Associates
New York
$2.42M 236,283 +31,682 +15%
RJA
10
Raymond James & Associates
Florida
$2.2M 215,399 +51,948 +32%
RIL
11
Rothschild Investment LLC
Illinois
$1.99M 194,921 +194,921 New
AAM
12
Advisors Asset Management
Colorado
$1.63M 159,465 +11,398 +8%
Bank of America
13
Bank of America
North Carolina
$1.51M 148,065 -46,136 -24%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.25M 122,051 -18,765 -13%
Invesco
15
Invesco
Georgia
$1.17M 114,369 -5,834 -5%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.15M 112,815 -17,704 -14%
CIA
17
Capital Investment Advisors
Georgia
$1.13M 110,935 -3,637 -3%
LCM
18
Landscape Capital Management
New Jersey
$1.09M 106,164 +73,525 +225%
NRW
19
Nova R Wealth
Kansas
$1.02M 99,997 – –
Baird Financial Group
20
Baird Financial Group
Wisconsin
$735K 71,887 +3,600 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$674K 65,848 +13,694 +26%
Wells Fargo
22
Wells Fargo
California
$658K 64,307 +25,322 +65%
1SB
23
1ST Source Bank
Indiana
$656K 64,111 -1,100 -2%
LPL Financial
24
LPL Financial
California
$643K 62,852 +1,526 +2%
OC
25
Oppenheimer & Co
New York
$567K 55,464 +120 +0.2%
1
2 3 4