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PUTNAM MUN OPPO (PMO) Institutional Ownership

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$9.89 +0.01 (+0.10%)
Closing price 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for PUTNAM MUN OPPO (NYSE:PMO)

Current
Institutional Ownership
Percentage
20.40%
Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$27.74M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$8.93M
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PMO Institutional Buying and Selling by Quarter

PUTNAM MUN OPPO Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Nomura Holdings Inc.10,000$99K0.0%N/A0.031%
8/15/2025 Bank of America Corp DE152,349$1.51M0.0%+20.6%0.479%
8/15/2025 Ameriprise Financial Inc.183,878$1.82M0.0%-15.2%0.578%
8/14/2025 Raymond James Financial Inc.70,174$694K0.0%-8.5%0.221%
8/14/2025 Karpus Management Inc.231,992$2.29M0.1%+133.0%0.729%
8/13/2025 Guggenheim Capital LLC604,966$5.98M0.0%+26.1%1.902%
8/13/2025 Invesco Ltd.78,733$779K0.0%+228.4%0.248%
8/13/2025 Wellspring Financial Advisors LLC10,500$104K0.0%N/A0.033%
8/13/2025 Smith Moore & CO.78,003$771K0.1%-1.5%0.245%
8/13/2025 Northwestern Mutual Wealth Management Co.20,623$204K0.0%-22.2%0.065%
8/12/2025 Advisors Asset Management Inc.307,116$3.04M0.1%+24.3%0.965%
8/12/2025 Intellus Advisors LLC126,464$1.25M0.2%+1.8%0.398%
8/8/2025 Cetera Investment Advisers10,898$108K0.0%-23.2%0.034%
8/8/2025 Meridian Wealth Management LLC10,108$100K0.0%N/A0.032%
8/8/2025 Fiera Capital Corp291,232$2.88M0.0%-1.2%0.916%
8/7/2025 Allworth Financial LP12,000$119K0.0%N/A0.038%
8/6/2025 Prospera Financial Services Inc10,338$102K0.0%N/A0.032%
8/6/2025 Moors & Cabot Inc.11,449$113K0.0%-33.0%0.036%
8/5/2025 Aviance Capital Partners LLC12,944$128K0.0%N/A0.041%
8/4/2025 Wolverine Asset Management LLC18,044$178K0.0%+265.0%0.057%
8/1/2025 Envestnet Asset Management Inc.126,126$1.25M0.0%+6.8%0.396%
7/28/2025 Duncker Streett & Co. Inc.4,900$48K0.0%N/A0.015%
7/25/2025 Integrated Capital Management Inc.25,018$247K0.2%+18.8%0.079%
7/24/2025 Cyndeo Wealth Partners LLC25,469$252K0.0%-27.0%0.080%
7/21/2025 Catalina Capital Group LLC20,515$203K0.1%N/A0.064%
7/17/2025 Capital Investment Advisors LLC91,005$900K0.0%-4.4%0.286%
7/16/2025 ST Germain D J Co. Inc.3,000$30K0.0%N/A0.009%
7/16/2025 CX Institutional2,969$29K0.0%N/A0.009%
7/16/2025 American National Bank & Trust20,000$198K0.0%N/A0.063%
7/15/2025 Riverbridge Partners LLC74,966$741K0.0%+4.3%0.236%
7/14/2025 Park Avenue Securities LLC113,916$1.13M0.0%N/A0.358%
7/11/2025 CX Institutional2,969$29K0.0%N/A0.009%
5/21/2025 Indiana Trust & Investment Management Co3,000$31K0.0%-78.6%0.009%
5/16/2025 Advisors Asset Management Inc.247,095$2.52M0.0%-15.2%0.777%
5/16/2025 1607 Capital Partners LLC382,761$3.90M0.3%+5.5%1.203%
5/15/2025 Royal Bank of Canada22,246$226K0.0%+16.6%0.070%
5/14/2025 Northwestern Mutual Wealth Management Co.26,500$270K0.0%-45.2%0.083%
5/13/2025 Elequin Capital LP7,104$72K0.0%N/A0.022%
5/12/2025 Invesco Ltd.23,972$244K0.0%+5.3%0.075%
5/12/2025 Wolverine Asset Management LLC4,943$50K0.0%N/A0.016%
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5/9/2025 Generation Capital Management LLC16,748$171K0.2%-26.8%0.053%
5/8/2025 Collaborative Wealth Managment Inc.13,400$137K0.1%-12.6%0.042%
5/7/2025 Fiera Capital Corp294,855$3.01M0.0%-6.6%0.927%
5/7/2025 Sunpointe LLC15,370$157K0.1%+37.2%0.048%
5/7/2025 Intellus Advisors LLC124,197$1.27M0.2%-2.2%0.390%
5/5/2025 Blue Bell Private Wealth Management LLC2,923$30K0.0%-27.3%0.009%
4/29/2025 Envestnet Asset Management Inc.118,072$1.20M0.0%-6.0%0.371%
4/29/2025 Concurrent Investment Advisors LLC17,385$177K0.0%+15.1%0.055%
4/29/2025Olde Wealth Management LLC9,440$96K0.0%N/A0.030%
4/24/2025 Matisse Capital166,367$1.70M0.9%-12.4%0.523%
4/21/2025 Riverbridge Partners LLC71,865$732K0.0%+9.5%0.226%
4/17/2025 Cyndeo Wealth Partners LLC34,868$355K0.0%-9.7%0.110%
4/15/2025Noble Wealth Management PBC11,500$117K0.1%-16.7%0.036%
4/10/2025 Hennion & Walsh Asset Management Inc.457,293$4.66M0.2%+32.7%1.438%
4/8/2025 Rothschild Investment LLC163,388$1.67M0.1%-12.6%0.514%
2/25/2025 Leigh Baldwin & CO. LLC24,883$252K0.1%N/A0.078%
2/17/2025 Nomura Holdings Inc.29,972$304K0.0%+172.5%0.094%
2/17/2025 Logan Stone Capital LLC35,936$364K0.1%-84.8%0.113%
2/17/2025 Cresset Asset Management LLC20,300$206K0.0%-7.3%0.064%
2/17/2025 Citadel Advisors LLC12,176$123K0.0%+9.5%0.038%
2/17/2025 Bank of America Corp DE124,073$1.26M0.0%-25.2%0.390%
2/17/2025 Ameriprise Financial Inc.195,647$1.98M0.0%-2.7%0.615%
2/14/2025 Jane Street Group LLC31,441$318K0.0%N/A0.099%
2/14/2025 Stifel Financial Corp36,713$372K0.0%+3.1%0.115%
2/14/2025 Generation Capital Management LLC22,882$232K0.2%N/A0.072%
2/13/2025 1607 Capital Partners LLC362,681$3.67M0.3%+54.1%1.140%
2/13/2025 Guggenheim Capital LLC368,040$3.73M0.0%+11.9%1.157%
2/13/2025 Rockefeller Capital Management L.P.93,526$947K0.0%-32.9%0.294%
2/13/2025 Raymond James Financial Inc.90,454$916K0.0%N/A0.284%
2/13/2025 Invesco Ltd.22,760$231K0.0%-52.4%0.072%
2/13/2025 Envestnet Asset Management Inc.125,584$1.27M0.0%+7.2%0.395%
2/13/2025 Wells Fargo & Company MN151,244$1.53M0.0%+14.7%0.475%
2/13/2025 Smith Moore & CO.77,712$787K0.1%+17.1%0.244%
2/12/2025 Landscape Capital Management L.L.C.12,495$127K0.0%-71.5%0.039%
2/11/2025 LPL Financial LLC107,686$1.09M0.0%-11.8%0.339%
2/11/2025 Intellus Advisors LLC126,931$1.29M0.2%N/A0.399%
2/10/2025 Advisors Asset Management Inc.291,314$2.95M0.1%+92.2%0.916%
2/10/2025 Commonwealth Equity Services LLC307,683$3.12M0.0%-7.7%0.967%
2/7/2025 HighTower Advisors LLC31,845$323K0.0%+26.9%0.100%
2/7/2025 Blue Bell Private Wealth Management LLC4,023$41K0.0%-42.7%0.013%
2/6/2025 Raymond James Financial Inc.90,454$916K0.0%N/A0.284%
2/6/2025 NINE MASTS CAPITAL Ltd26,736$271K0.0%-66.4%0.084%
2/5/2025Noble Wealth Management PBC13,800$140K0.1%N/A0.043%
2/5/2025 Oppenheimer & Co. Inc.19,496$197K0.0%-61.2%0.061%
2/4/2025 Rothschild Investment LLC186,921$1.89M0.1%-3.1%0.588%
2/3/2025 Sunpointe LLC11,200$114K0.1%-46.5%0.035%
1/29/2025 Van ECK Associates Corp233,858$2.37M0.0%+2.7%0.735%
1/29/2025 Allspring Global Investments Holdings LLC94,408$956K0.0%+129.8%0.297%
1/21/2025 Cyndeo Wealth Partners LLC38,629$391K0.0%+17.8%0.121%
1/17/2025 Avior Wealth Management LLC15,358$156K0.0%+28.7%0.048%
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1/17/2025 Riverbridge Partners LLC65,618$665K0.0%-1.8%0.206%
1/15/2025 Hennion & Walsh Asset Management Inc.344,532$3.49M0.2%+2,144.1%1.083%
1/14/2025 Park Avenue Securities LLC112,497$1.14M0.0%+7.1%0.354%
1/14/2025 Integrated Capital Management Inc.20,325$206K0.2%+10.5%0.064%
1/13/2025 Capital Investment Advisors LLC95,485$967K0.0%-9.0%0.300%
12/13/2024 B. Riley Wealth Advisors Inc.12,349$135K0.0%-21.7%0.039%
12/3/2024 Rivernorth Capital Management LLC179,697$1.96M0.1%+61.4%0.565%
11/15/2024 Kovitz Investment Group Partners LLC32,000$349K0.0%N/A0.101%
11/15/2024 Stifel Financial Corp35,601$388K0.0%+9.3%0.112%
11/15/2024 Rivernorth Capital Management LLC179,697$1.96M0.1%+61.4%0.565%
(Data available from 1/1/2016 forward)

PMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMO shares?

During the previous two years, 90 institutional investors and hedge funds held shares of PUTNAM MUN OPPO. The most heavily invested institutionals were Robinson Capital Management LLC ($9.15M), Guggenheim Capital LLC ($5.98M), Melfa Wealth Management Inc. ($5.24M), Hennion & Walsh Asset Management Inc. ($4.66M), Melfa Wealth Management LLC ($4.46M), 1607 Capital Partners LLC ($3.90M), and Pathstone Holdings LLC ($3.90M).Learn more on PUTNAM MUN OPPO's institutional investors.

What percentage of PUTNAM MUN OPPO's stock is owned by institutional investors?

20.40% of PUTNAM MUN OPPO's stock is owned by institutional investors. Learn more on PMO's institutional investor holdings.

Which institutional investors have been buying PUTNAM MUN OPPO's stock?

Of the 70 institutional investors that purchased PUTNAM MUN OPPO's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robinson Capital Management LLC ($935.35K), Fiera Capital Corp ($605.65K), Hennion & Walsh Asset Management Inc. ($457.29K), Pathstone Holdings LLC ($357.62K), Advisors Asset Management Inc. ($247.53K), Park Avenue Securities LLC ($237.17K), and Rothschild Investment LLC ($194.92K).

How much institutional buying is happening at PUTNAM MUN OPPO?

Institutional investors have bought a total of 2,698,435 shares in the last 24 months. This purchase volume represents approximately $27.74M in transactions.

Which of PUTNAM MUN OPPO's major shareholders have been selling company stock?

Of the 37 institutional investors that sold PUTNAM MUN OPPO's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Logan Stone Capital LLC ($199.94K), Landscape Capital Management L.L.C. ($100.37K), NINE MASTS CAPITAL Ltd ($52.84K), Rockefeller Capital Management L.P. ($45.93K), Advisors Asset Management Inc. ($45.39K), Bank of America Corp DE ($41.85K), and Oppenheimer & Co. Inc. ($41.19K).

How much institutional selling is happening at PUTNAM MUN OPPO?

Institutional investors have sold a total of 872,498 shares in the last 24 months. This volume of shares sold represents approximately $8.93M in transactions.



This page (NYSE:PMO) was last updated on 8/29/2025 by MarketBeat.com Staff
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