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Putnam Mun Oppo (PMO) Institutional Ownership

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$9.80 -0.04 (-0.36%)
Closing price 08/8/2025 03:57 PM Eastern
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$9.80 0.00 (0.00%)
As of 08/8/2025 04:04 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)
49
Total
Institutional Inflows
(last 12 months)
$23.69M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$8.67M
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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
8/8/2025Cetera Investment Advisers10,898$108K0.0%-23.2%0.034%
8/8/2025Meridian Wealth Management LLC10,108$100K0.0%N/A0.032%
8/8/2025Fiera 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%
5/16/2025Advisors Asset Management Inc.247,095$2.52M0.0%-15.2%0.777%
5/16/20251607 Capital Partners LLC382,761$3.90M0.3%+5.5%1.203%
5/15/2025Royal Bank of Canada22,246$226K0.0%+16.6%0.070%
5/14/2025Northwestern Mutual Wealth Management Co.26,500$270K0.0%-45.2%0.083%
5/13/2025Elequin Capital LP7,104$72K0.0%N/A0.022%
5/12/2025Invesco Ltd.23,972$244K0.0%+5.3%0.075%
5/12/2025 Wolverine Asset Management LLC4,943$50K0.0%N/A0.016%
5/9/2025Generation Capital Management LLC16,748$171K0.2%-26.8%0.053%
5/8/2025Collaborative Wealth Managment Inc.13,400$137K0.1%-12.6%0.042%
5/7/2025Fiera Capital Corp294,855$3.01M0.0%-6.6%0.927%
5/7/2025 Sunpointe LLC15,370$157K0.1%+37.2%0.048%
5/7/2025Intellus Advisors LLC124,197$1.27M0.2%-2.2%0.390%
5/5/2025Blue 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%
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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%
4/8/2025Rothschild Investment LLC163,388$1.67M0.1%-12.6%0.514%
2/25/2025Leigh Baldwin & CO. LLC24,883$252K0.1%N/A0.078%
2/17/2025Nomura Holdings Inc.29,972$304K0.0%+172.5%0.094%
2/17/2025Logan Stone Capital LLC35,936$364K0.1%-84.8%0.113%
2/17/2025Cresset Asset Management LLC20,300$206K0.0%-7.3%0.064%
2/17/2025Citadel Advisors LLC12,176$123K0.0%+9.5%0.038%
2/17/2025Bank of America Corp DE124,073$1.26M0.0%-25.2%0.390%
2/17/2025Ameriprise Financial Inc.195,647$1.98M0.0%-2.7%0.615%
2/14/2025Jane Street Group LLC31,441$318K0.0%N/A0.099%
2/14/2025Stifel Financial Corp36,713$372K0.0%+3.1%0.115%
2/14/2025Generation Capital Management LLC22,882$232K0.2%N/A0.072%
2/13/20251607 Capital Partners LLC362,681$3.67M0.3%+54.1%1.140%
2/13/2025Guggenheim Capital LLC368,040$3.73M0.0%+11.9%1.157%
2/13/2025Rockefeller Capital Management L.P.93,526$947K0.0%-32.9%0.294%
2/13/2025Raymond James Financial Inc.90,454$916K0.0%N/A0.284%
2/13/2025Invesco 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%
2/13/2025Wells Fargo & Company MN151,244$1.53M0.0%+14.7%0.475%
2/13/2025Smith Moore & CO.77,712$787K0.1%+17.1%0.244%
2/12/2025Landscape Capital Management L.L.C.12,495$127K0.0%-71.5%0.039%
2/11/2025LPL Financial LLC107,686$1.09M0.0%-11.8%0.339%
2/11/2025Intellus Advisors LLC126,931$1.29M0.2%N/A0.399%
2/10/2025Advisors 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%
2/7/2025HighTower Advisors LLC31,845$323K0.0%+26.9%0.100%
2/7/2025Blue Bell Private Wealth Management LLC4,023$41K0.0%-42.7%0.013%
2/6/2025Raymond James Financial Inc.90,454$916K0.0%N/A0.284%
2/6/2025NINE 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%
2/4/2025Rothschild Investment LLC186,921$1.89M0.1%-3.1%0.588%
2/3/2025 Sunpointe LLC11,200$114K0.1%-46.5%0.035%
1/29/2025Van 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%
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%
12/13/2024B. Riley Wealth Advisors Inc.12,349$135K0.0%-21.7%0.039%
12/3/2024Rivernorth Capital Management LLC179,697$1.96M0.1%+61.4%0.565%
11/15/2024Kovitz Investment Group Partners LLC32,000$349K0.0%N/A0.101%
11/15/2024Stifel Financial Corp35,601$388K0.0%+9.3%0.112%
11/15/2024Rivernorth Capital Management LLC179,697$1.96M0.1%+61.4%0.565%
11/15/2024Integrated Wealth Concepts LLC10,879$119K0.0%N/A0.034%
11/15/2024HighTower Advisors LLC25,095$267K0.0%N/A0.079%
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11/14/2024Rockefeller Capital Management L.P.139,457$1.52M0.0%+4.3%0.438%
11/9/2024Landscape Capital Management L.L.C.43,792$477K0.0%-61.2%0.138%
11/8/2024 Moors & Cabot Inc.16,853$184K0.0%+18.2%0.053%
11/8/2024Advisors Asset Management Inc.151,575$1.65M0.0%-0.8%0.477%
11/8/2024 Avior Wealth Management LLC11,932$130K0.0%+23.1%0.038%
11/7/2024Pathstone Holdings LLC357,624$3.90M0.0%N/A1.124%
11/6/2024 Oppenheimer & Co. Inc.50,209$547K0.0%-17.3%0.158%
11/4/2024 Wolverine Asset Management LLC63,488$692K0.0%+116.1%0.200%
11/1/2024Fiera Capital Corp307,586$3.35M0.0%-2.1%0.967%
10/29/2024Van ECK Associates Corp227,641$2.39M0.0%-1.7%0.716%
(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, 89 institutional investors and hedge funds held shares of Putnam Mun Oppo. The most heavily invested institutionals were Robinson Capital Management LLC ($9.15M), 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), Pathstone Holdings LLC ($3.90M), and Guggenheim Capital LLC ($3.73M).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), Park Avenue Securities LLC ($237.17K), Rothschild Investment LLC ($194.92K), and Advisors Asset Management Inc. ($187.51K).

How much institutional buying is happening at Putnam Mun Oppo?

Institutional investors have bought a total of 2,290,494 shares in the last 24 months. This purchase volume represents approximately $23.69M in transactions.

Which of Putnam Mun Oppo's major shareholders have been selling company stock?

Of the 35 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), Northwestern Mutual Wealth Management Co. ($42.02K), and Bank of America Corp DE ($41.85K).

How much institutional selling is happening at Putnam Mun Oppo?

Institutional investors have sold a total of 846,079 shares in the last 24 months. This volume of shares sold represents approximately $8.67M in transactions.



This page (NYSE:PMO) was last updated on 8/9/2025 by MarketBeat.com Staff
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