PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

81 hedge funds and large institutions have $74.7M invested in Putnam Municipal Opportunities Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-12
Holders Change %
-12.9%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
28
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.15M
2
GC
Guggenheim Capital
Illinois
+$1.14M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$683K
4
Wells Fargo
Wells Fargo
California
+$616K
5
Ameriprise
Ameriprise
Minnesota
+$216K

Top Sellers

1
PAS
Park Avenue Securities
New York
-$1.14M
2
VanEck Associates
VanEck Associates
New York
-$520K
3
AAM
Advisors Asset Management
Colorado
-$451K
4
LSC
Logan Stone Capital
Illinois
-$364K
5
HighTower Advisors
HighTower Advisors
Illinois
-$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$6.62M +$683K +66,149 +12%
MWM
2
Melfa Wealth Management
Massachusetts
$4.9M -$571 -56 -0%
GC
3
Guggenheim Capital
Illinois
$4.89M +$1.14M +111,726 +30%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.66M +$1.15M +112,761 +33%
Morgan Stanley
5
Morgan Stanley
New York
$4.19M -$12.6K -1,235 -0.3%
1CP
6
1607 Capital Partners
Virginia
$3.9M +$205K +20,080 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.22M +$80.1K +7,861 +3%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$3M -$212K -20,777 -7%
UBS Group
9
UBS Group
Switzerland
$2.71M -$185K -18,147 -6%
AAM
10
Advisors Asset Management
Colorado
$2.52M -$451K -44,219 -15%
RCM
11
Rivernorth Capital Management
Florida
$2.5M -$172K -16,872 -6%
Ameriprise
12
Ameriprise
Minnesota
$2.21M +$216K +21,180 +11%
Wells Fargo
13
Wells Fargo
California
$2.16M +$616K +60,470 +40%
VanEck Associates
14
VanEck Associates
New York
$1.86M -$520K -50,971 -22%
MC
15
Matisse Capital
Oregon
$1.7M -$241K -23,633 -12%
RIL
16
Rothschild Investment LLC
Illinois
$1.66M -$240K -23,533 -13%
Bank of America
17
Bank of America
North Carolina
$1.29M +$23K +2,261 +2%
Cohen & Steers
18
Cohen & Steers
New York
$1.27M +$204K +20,000 +19%
IA
19
Intellus Advisors
Florida
$1.27M -$27.9K -2,734 -2%
LPL Financial
20
LPL Financial
California
$1.25M +$148K +14,514 +13%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.2M -$76.5K -7,512 -6%
KIM
22
Karpus Investment Management
New York
$1.01M +$15.4K +1,510 +2%
CIA
23
Capital Investment Advisors
Georgia
$970K -$3.11K -305 -0.3%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$962K – – –
NRW
25
Nova R Wealth
Kansas
$948K – – –
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