PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

87 hedge funds and large institutions have $64.1M invested in Putnam Municipal Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
26
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.23M
2
RCM
2
Rivernorth Capital Management
Florida
$1.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.36M
4
LPL Financial
4
LPL Financial
California
$1.05M
5
SCM
5
Saba Capital Management
New York
$464K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$7.23M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$3.22M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$393K
4
RVPG
4
Relative Value Partners Group
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Robinson Capital Management
Michigan
$7.23M 708,829 -226,525 -24%
MWM
2
Melfa Wealth Management
Massachusetts
$4.94M 481,879 -492 -0.1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.38M 329,269 +914 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$3.36M 327,628 +104,627 +47%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$3.22M 314,317 -153,622 -33%
Ameriprise
6
Ameriprise
Minnesota
$3.01M 293,130 -631 -0.2%
UBS Group
7
UBS Group
Switzerland
$2.57M 250,906 -24,344 -9%
VanEck Associates
8
VanEck Associates
New York
$2.38M 231,553 +28,181 +14%
RJA
9
Raymond James & Associates
Florida
$2.09M 203,737 -16,151 -7%
RIL
10
Rothschild Investment LLC
Illinois
$2M 194,921 – –
AAM
11
Advisors Asset Management
Colorado
$1.57M 152,747 -3,541 -2%
Bank of America
12
Bank of America
North Carolina
$1.55M 151,294 -352 -0.2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.37M 133,760 +8,225 +7%
Wells Fargo
14
Wells Fargo
California
$1.33M 130,010 +31,397 +32%
GC
15
Guggenheim Capital
Illinois
$1.23M 120,170 +120,170 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.23M 119,799 -1,971 -2%
LCM
17
Landscape Capital Management
New Jersey
$1.16M 112,866 +16,301 +17%
PAS
18
Park Avenue Securities
New York
$1.16M 112,754 -3,046 -3%
RCM
19
Rivernorth Capital Management
Florida
$1.14M 111,315 +111,315 New
CIA
20
Capital Investment Advisors
Georgia
$1.11M 107,874 -1,200 -1%
LPL Financial
21
LPL Financial
California
$1.05M 102,536 +46,473 +83%
NRW
22
Nova R Wealth
Kansas
$1.03M 99,997 – –
Invesco
23
Invesco
Georgia
$904K 88,120 -563 -0.6%
LSC
24
Logan Stone Capital
Illinois
$824K 80,343 +13,267 +20%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$692K 67,419 +3,288 +5%
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