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Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
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S&P 500   3,948.72
DOW   32,105.25
QQQ   309.75
Chewy Stock Is Setting Up For Long-Term Profitable Growth 
Big Potential, Tiny Penny Stock (Ad)
Closing prices for crude oil, gold and other commodities
KB Home Strong Results Lift Prices
Big Potential, Tiny Penny Stock (Ad)
Trump arrested? Putin jailed? Fake AI images spread online
Lawsuit: Slurs, coercion at BBQ chain with racist history
Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
Coinbase tumbles after SEC warns of securities violations
S&P 500   3,948.72
DOW   32,105.25
QQQ   309.75
Chewy Stock Is Setting Up For Long-Term Profitable Growth 
Big Potential, Tiny Penny Stock (Ad)
Closing prices for crude oil, gold and other commodities
KB Home Strong Results Lift Prices
Big Potential, Tiny Penny Stock (Ad)
Trump arrested? Putin jailed? Fake AI images spread online
Lawsuit: Slurs, coercion at BBQ chain with racist history
Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
Coinbase tumbles after SEC warns of securities violations
S&P 500   3,948.72
DOW   32,105.25
QQQ   309.75
Chewy Stock Is Setting Up For Long-Term Profitable Growth 
Big Potential, Tiny Penny Stock (Ad)
Closing prices for crude oil, gold and other commodities
KB Home Strong Results Lift Prices
Big Potential, Tiny Penny Stock (Ad)
Trump arrested? Putin jailed? Fake AI images spread online
Lawsuit: Slurs, coercion at BBQ chain with racist history
Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
Coinbase tumbles after SEC warns of securities violations
NYSE:PMO

Putnam Municipal Opportunities Trust - PMO Institutional Ownership

$11.27
-0.05 (-0.44%)
(As of 03/23/2023 12:00 AM ET)
Add
Compare
Today's Range
$11.23
▼
$11.37
50-Day Range
$11.25
▼
$12.15
52-Week Range
$9.75
▼
$12.98
Volume
38,520 shs
Average Volume
54,054 shs
Market Capitalization
$383.29 million
P/E Ratio
N/A
Dividend Yield
5.68%
Price Target
N/A

Institutional Ownership Changes (13F Filings) for Putnam Municipal Opportunities Trust (NYSE:PMO)

Current
Institutional Ownership
Percentage
10.99%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$24.43 M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$7.08 M
Skip Chart & View Institutional Buying and Selling Data

PMO Institutional Buying and Selling by Quarter

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Putnam Municipal Opportunities Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2023Rockefeller Capital Management L.P.58,531$0.64M0.0%+9.3%0.000%
2/21/2023Northwestern Mutual Wealth Management Co.49,305$0.54M0.0%-7.0%0.000%
2/15/2023Morgan Stanley252,727$2.74M0.0%+40.7%0.741%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC19,204$0.21M0.0%-53.6%0.000%
2/13/2023Smith Moore & CO.81,581$0.89M0.1%+9.4%0.000%
2/13/20231ST Source Bank87,477$0.95M0.1%-36.8%0.000%
2/10/2023Bank of America Corp DE285,419$3.10M0.0%+33.7%0.000%
2/10/2023Advisor Group Holdings Inc.117,155$1.27M0.0%+11.1%0.000%
2/10/2023Financial Network Wealth Management LLC11,250$0.12M0.1%-26.7%0.000%
2/8/2023Raymond James & Associates188,981$2.05M0.0%+4.9%0.000%
2/8/2023UBS Group AG83,933$0.91M0.0%-2.6%0.000%
2/8/2023Capital Analysts LLC14,325$0.16M0.0%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.43,698$0.47M0.0%+14.2%0.000%
2/8/2023Van ECK Associates Corp109,100$1.18M0.0%+20.0%0.000%
2/8/2023Oppenheimer & Co. Inc.65,369$0.71M0.0%+34.2%0.000%
2/7/2023AlphaCentric Advisors LLC14,820$0.16M0.2%N/A0.000%
2/7/2023Commonwealth Equity Services LLC415,781$4.51M0.0%-3.6%0.000%
2/7/2023LPL Financial LLC122,272$1.33M0.0%+295.3%0.000%
2/7/2023IFP Advisors Inc49,584$0.58M0.0%-22.4%0.000%
2/6/2023Ibex Wealth Advisors11,267$0.12M0.0%-19.2%0.000%
1/31/2023Melfa Wealth Management LLC479,635$5.20M5.4%N/A1.406%
1/31/2023Ellis Investment Partners LLC17,749$0.19M0.1%-19.0%0.052%
1/30/2023Americana Partners LLC12,500$0.14M0.0%-41.9%0.037%
1/19/2023Seelaus Asset Management LLC10,488$0.11M0.1%N/A0.031%
1/5/2023Capital Investment Advisors LLC118,645$1.29M0.0%-5.1%0.348%
11/16/2022Baird Financial Group Inc.46,635$0.46M0.0%N/A0.137%
11/16/2022Drive Wealth Management LLC12,314$0.12M0.1%N/A0.036%
11/15/2022Commonwealth Equity Services LLC431,089$4.22M0.0%+10.9%1.264%
11/14/2022Royal Bank of Canada33,659$0.33M0.0%+5.8%0.099%
11/14/2022Smith Moore & CO.74,554$0.73M0.1%+17.6%0.219%
11/10/2022Summit Trail Advisors LLC10,796$0.11M0.0%N/A0.032%
11/10/2022UBS Group AG86,200$0.85M0.0%-4.3%0.253%
11/8/2022IFP Advisors Inc63,858$0.75M0.0%+145.9%0.187%
11/8/2022Moors & Cabot Inc.12,110$0.12M0.0%+10.5%0.036%
11/4/20221ST Source Bank138,487$1.36M0.1%-1.2%0.406%
11/3/2022Fiera Capital Corp330,258$3.22M0.0%-0.6%0.968%
11/3/2022Jones Financial Companies Lllp3,700$36K0.0%N/A0.011%
11/2/2022Rockefeller Capital Management L.P.53,531$0.52M0.0%-24.6%0.157%
10/27/2022US Bancorp DE4,545$45K0.0%-68.8%0.013%
10/27/2022Van ECK Associates Corp90,930$0.89M0.0%-19.8%0.267%
10/26/2022Nelson Van Denburg & Campbell Wealth Management Group LLC41,372$0.41M0.0%N/A0.121%
10/25/2022Fifth Third Bancorp2,935$29K0.0%-37.1%0.009%
10/25/2022Raymond James & Associates180,131$1.77M0.0%-31.7%0.528%
10/25/2022Raymond James Financial Services Advisors Inc.64,022$0.63M0.0%-30.3%0.188%
10/17/2022Cambridge Investment Research Advisors Inc.38,276$0.38M0.0%-4.9%0.112%
10/5/2022Capital Investment Advisors LLC125,086$1.23M0.0%-1.3%0.367%
8/16/2022Collaborative Wealth Managment Inc.15,324$0.18M0.1%N/A0.045%
8/16/2022Creative Planning16,338$0.19M0.0%+6.0%0.048%
8/13/2022NewEdge Advisors LLC48,131$0.57M0.0%+2.9%0.141%
8/12/2022LPL Financial LLC29,735$0.35M0.0%-23.3%0.087%
8/12/2022Smith Moore & CO.63,402$0.75M0.1%-12.7%0.186%
8/11/2022Cetera Investment Advisers20,520$0.24M0.0%+33.0%0.060%
8/11/2022UBS Group AG90,087$1.06M0.0%-10.9%0.264%
8/11/2022Tectonic Advisors LLC37,759$0.45M0.1%+65.9%0.111%
8/10/2022Fiera Capital Corp332,196$3.92M0.0%+4.8%0.974%
8/9/2022SeaCrest Wealth Management LLC3,500$41K0.0%N/A0.010%
8/8/2022Advisors Asset Management Inc.93,528$1.10M0.0%-3.8%0.274%
8/8/2022Moors & Cabot Inc.10,964$0.13M0.0%N/A0.032%
8/8/2022Oppenheimer & Co. Inc.48,580$0.57M0.0%+16.8%0.142%
8/5/20221ST Source Bank140,156$1.65M0.1%-5.8%0.411%
8/4/2022Steward Partners Investment Advisory LLC2,899$34K0.0%-23.6%0.008%
8/4/2022Northwestern Mutual Wealth Management Co.58,792$0.69M0.0%-67.7%0.172%
8/3/2022Van ECK Associates Corp113,413$1.34M0.0%-22.8%0.332%
8/1/2022US Bancorp DE14,545$0.17M0.0%+220.0%0.043%
7/25/2022Smith Anglin Financial LLC18,141$0.21M0.1%N/A0.053%
7/22/2022Spire Wealth Management2,514$30K0.0%-50.0%0.007%
7/22/2022Truist Financial Corp11,703$0.14M0.0%-15.0%0.034%
7/19/2022Commonwealth Equity Services LLC388,760$4.58M0.0%+29.6%1.140%
7/13/2022Cambridge Investment Research Advisors Inc.40,238$0.47M0.0%+71.2%0.118%
7/8/2022Worth Asset Management LLC6,210$73K0.0%-60.3%0.018%
7/6/2022Capital Investment Advisors LLC126,750$1.49M0.0%-8.1%0.372%
6/7/2022Bank of America Corp DE283,669$3.31M0.0%+9.5%0.832%
5/17/2022Advisors Asset Management Inc.97,245$1.13M0.0%-23.8%0.285%
5/17/2022Robinson Capital Management LLC149,215$1.74M1.2%N/A0.437%
5/17/2022Royal Bank of Canada34,694$0.40M0.0%-7.4%0.102%
5/16/2022Rivernorth Capital Management LLC23,897$0.28M0.0%N/A0.070%
5/16/2022Invesco Ltd.219,515$2.56M0.0%-16.2%0.644%
5/16/2022UBS Group AG101,161$1.18M0.0%-5.5%0.297%
5/13/2022Worth Asset Management LLC15,630$0.17M0.1%N/A0.046%
5/13/2022NewEdge Advisors LLC46,761$0.54M0.0%+39.1%0.137%
5/13/2022Doyle Wealth Management125,603$1.46M0.1%N/A0.368%
5/12/2022Staley Capital Advisers Inc.12,500$0.15M0.0%-16.7%0.037%
5/12/2022Bank of Montreal Can21,392$0.26M0.0%N/A0.063%
5/12/2022Smith Moore & CO.72,592$0.85M0.1%+7.6%0.213%
5/12/2022Oppenheimer & Co. Inc.41,580$0.48M0.0%+21.8%0.122%
5/11/2022Landscape Capital Management L.L.C.19,613$0.23M0.0%N/A0.057%
5/11/2022Raymond James Financial Services Advisors Inc.123,430$1.44M0.0%+2.8%0.362%
5/11/2022Raymond James & Associates243,734$2.84M0.0%+20.8%0.715%
5/10/2022B. Riley Wealth Management Inc.93,159$1.09M0.1%+13.2%0.273%
5/10/2022Van ECK Associates Corp146,859$1.71M0.0%+10.8%0.431%
5/10/2022Tcwp LLC3,464$40K0.0%N/A0.010%
5/9/2022Fiera Capital Corp316,990$3.69M0.0%+181.5%0.929%
5/9/2022Northwestern Mutual Wealth Management Co.181,778$2.12M0.0%+130.9%0.533%
5/9/2022Herold Advisors Inc.5,800$68K0.0%N/A0.017%
5/9/2022Powell Investment Advisors LLC58,496$0.69M0.4%-3.9%0.171%
5/9/2022Tectonic Advisors LLC22,759$0.27M0.0%N/A0.067%
5/4/2022Advisor Group Holdings Inc.123,153$1.40M0.0%+3.0%0.361%
5/4/2022Commonwealth Equity Services LLC300,059$3.50M0.0%+3.1%0.880%
5/3/2022Leo Brokerage LLC110,794$1.29M0.2%N/A0.325%
4/22/2022Truist Financial Corp13,775$0.16M0.0%-27.8%0.040%
(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, 83 institutional investors and hedge funds held shares of Putnam Municipal Opportunities Trust. The most heavily invested institutionals were Melfa Wealth Management LLC ($5.20M), Commonwealth Equity Services LLC ($4.51M), Fiera Capital Corp ($3.22M), Bank of America Corp DE ($3.10M), Morgan Stanley ($2.74M), Invesco Ltd. ($2.56M), and Raymond James & Associates ($2.05M).Learn more on PMO's institutional investors.

What percentage of Putnam Municipal Opportunities Trust stock is owned by institutional investors?

10.99% of Putnam Municipal Opportunities Trust stock is owned by institutional investors. Learn more on PMO's institutional investor holdings.

Which institutional investors have been buying Putnam Municipal Opportunities Trust stock?

Of the 65 institutional investors that purchased Putnam Municipal Opportunities Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Melfa Wealth Management LLC ($0.48M), Fiera Capital Corp ($0.31M), Robinson Capital Management LLC ($0.25M), Commonwealth Equity Services LLC ($0.18M), Doyle Wealth Management ($0.13M), BFT Financial Group LLC ($0.12M), and Leo Brokerage LLC ($0.11M).

How much institutional buying is happening at Putnam Municipal Opportunities Trust?

Institutional investors have bought a total of 3,080,327 shares in the last 24 months. This purchase volume represents approximately $36.89M in transactions.

Which Putnam Municipal Opportunities Trust major shareholders have been selling company stock?

Of the 46 institutional investors that sold Putnam Municipal Opportunities Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kestra Advisory Services LLC ($0.45M), Northwestern Mutual Wealth Management Co. ($0.13M), Mackay Shields LLC ($0.12M), Fiera Capital Corp ($0.10M), Raymond James & Associates ($85.61K), 1ST Source Bank ($64.75K), and Van ECK Associates Corp ($55.93K).

How much institutional selling is happening at Putnam Municipal Opportunities Trust?

Institutional investors have sold a total of 1,591,403 shares in the last 24 months. This volume of shares sold represents approximately $20.25M in transactions.

This page (NYSE:PMO) was last updated on 3/24/2023 by MarketBeat.com Staff