Putnam Municipal Opportunities Trust (PMO) Institutional Ownership

$10.39

+0.03 (+0.29%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 20.40%
Number of Institutional Buyers (last 12 months): 32
Total Institutional Inflows (last 12 months): $23.89M

Number of Institutional Sellers (last 12 months): 21
Total Institutional Outflows (last 12 months): $3.33M

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PMO Institutional Buying and Selling by Quarter

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Putnam Municipal Opportunities Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	41,086	$422K	0.0%	N/A	0.129%
7/22/2024	Sunpointe LLC	21,019	$216K	0.1%	N/A	0.066%
7/19/2024	Raymond James & Associates	203,737	$2.09M	0.0%	-7.3%	0.640%
7/12/2024	Integrated Capital Management Inc.	18,399	$189K	0.2%	+10.9%	0.058%
7/12/2024	Capital Investment Advisors LLC	107,874	$1.11M	0.0%	-1.1%	0.339%
7/9/2024	Park Avenue Securities LLC	112,754	$1.16M	0.0%	-2.6%	0.354%
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5/24/2024	Cetera Advisors LLC	15,282	$155K	0.0%	N/A	0.048%
5/14/2024	Advisors Asset Management Inc.	156,288	$1.59M	0.0%	-2.0%	0.491%
5/14/2024	Robinson Capital Management LLC	935,354	$9.15M	3.3%	+3.6%	2.940%
5/10/2024	1ST Source Bank	61,894	$629K	0.0%	-3.5%	0.195%
4/30/2024	Van ECK Associates Corp	203,372	$2.07M	0.0%	-13.9%	0.639%
4/29/2024	Commonwealth Equity Services LLC	328,355	$3.34M	0.0%	-0.3%	1.032%
4/23/2024	Summit Trail Advisors LLC	10,420	$106K	0.0%	-16.3%	0.033%
4/11/2024	Integrated Capital Management Inc.	16,594	$169K	0.1%	N/A	0.052%
4/10/2024	Park Avenue Securities LLC	115,800	$1.18M	0.0%	N/A	0.364%
3/27/2024	Nomura Holdings Inc.	13,250	$136K	0.0%	N/A	0.042%
2/8/2024	Robinson Capital Management LLC	902,947	$9.27M	3.3%	+41.6%	2.655%
2/8/2024	Fiera Capital Corp	605,654	$6.20M	0.0%	N/A	1.781%
2/8/2024	1ST Source Bank	64,111	$656K	0.0%	-1.7%	0.189%
2/6/2024	Summit Trail Advisors LLC	12,443	$128K	0.0%	N/A	0.037%
2/6/2024	Spire Wealth Management	14,000	$143K	0.0%	N/A	0.041%
2/6/2024	ARS Wealth Advisors Group LLC	15,094	$154K	0.0%	-78.7%	0.044%
2/5/2024	Van ECK Associates Corp	236,283	$2.42M	0.0%	+15.5%	0.695%
1/30/2024	Tyche Wealth Partners LLC	23,685	$242K	0.1%	N/A	0.070%
1/30/2024	Bison Wealth LLC	28,498	$292K	0.1%	N/A	0.084%
1/25/2024	International Assets Investment Management LLC	11,781	$1.15M	0.0%	+934.3%	0.035%
1/24/2024	International Assets Investment Management LLC	11,781	$1.15M	0.0%	+934.3%	0.035%
1/23/2024	Indiana Trust & Investment Management CO	14,000	$143K	0.1%	-34.9%	0.041%
1/23/2024	UMB Bank n.a.	2,699	$28K	0.0%	N/A	0.008%
1/16/2024	Simon Quick Advisors LLC	13,219	$135K	0.0%	N/A	0.039%
1/16/2024	Raymond James Financial Services Advisors Inc.	54,777	$560K	0.0%	-16.1%	0.161%
1/16/2024	Raymond James & Associates	215,399	$2.20M	0.0%	+31.8%	0.633%
1/11/2024	Moody National Bank Trust Division	11,681	$119K	0.0%	N/A	0.034%
1/10/2024	Financial Network Wealth Management LLC	11,250	$115K	0.0%	N/A	0.033%
1/8/2024	Gill Capital Partners LLC	23,090	$236K	0.1%	-25.1%	0.068%
1/5/2024	Capital Investment Advisors LLC	110,935	$1.14M	0.0%	-3.2%	0.326%
11/15/2023	Advisors Asset Management Inc.	148,067	$1.36M	0.0%	+47.6%	0.435%
11/14/2023	Robinson Capital Management LLC	637,673	$5.69M	2.5%	N/A	1.875%
11/13/2023	Wolverine Asset Management LLC	55,183	$508K	0.0%	+51.6%	0.162%
11/9/2023	1ST Source Bank	65,211	$600K	0.0%	-20.0%	0.192%
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11/9/2023	UBS Group AG	230,595	$2.12M	0.0%	+5.1%	0.678%
11/8/2023	Van ECK Associates Corp	204,601	$1.88M	0.0%	+17.5%	0.602%
11/8/2023	Landscape Capital Management L.L.C.	32,639	$300K	0.0%	-33.5%	0.096%
11/8/2023	Oppenheimer & Co. Inc.	55,344	$509K	0.0%	-22.8%	0.163%
10/30/2023	Melfa Wealth Management LLC	484,293	$4.46M	4.5%	-0.4%	1.424%
10/26/2023	ARS Wealth Advisors Group LLC	70,836	$652K	0.1%	N/A	0.208%
10/24/2023	Raymond James Financial Services Advisors Inc.	65,307	$601K	0.0%	-6.3%	0.192%
10/24/2023	Raymond James & Associates	163,451	$1.50M	0.0%	-4.6%	0.481%
10/24/2023	Tectonic Advisors LLC	33,614	$309K	0.0%	-12.0%	0.099%
10/23/2023	Commonwealth Equity Services LLC	380,257	$3.50M	0.0%	-6.3%	1.118%
10/17/2023	Avior Wealth Management LLC	9,927	$91K	0.0%	-25.4%	0.029%
10/16/2023	Capital Investment Advisors LLC	114,572	$1.05M	0.0%	-3.1%	0.337%
10/10/2023	Indiana Trust & Investment Management CO	21,500	$198K	0.1%	N/A	0.063%
9/12/2023	Farther Finance Advisors LLC	9,356	$96K	0.0%	N/A	0.028%
9/7/2023	ST Germain D J Co. Inc.	3,000	$31K	0.0%	N/A	0.009%
8/15/2023	Cohen & Steers Inc.	150,923	$1.54M	0.0%	+300.3%	0.444%
8/11/2023	Smith Moore & CO.	76,737	$783K	0.1%	-5.8%	0.226%
8/11/2023	Landscape Capital Management L.L.C.	49,096	$501K	0.1%	+68.7%	0.144%
8/10/2023	Commonwealth Equity Services LLC	405,651	$4.14M	0.0%	+0.3%	1.193%
8/10/2023	Moors & Cabot Inc.	12,150	$124K	0.0%	+10.0%	0.036%
8/10/2023	Cetera Investment Advisers	10,904	$111K	0.0%	-8.5%	0.032%
8/9/2023	1ST Source Bank	81,503	$832K	0.1%	-6.8%	0.240%
8/7/2023	Wolverine Asset Management LLC	36,399	$372K	0.0%	+180.8%	0.107%
8/4/2023	Cullen Frost Bankers Inc.	4,165	$43K	0.0%	N/A	0.012%
8/4/2023	IFP Advisors Inc	26,346	$307K	0.0%	-26.6%	0.077%
8/3/2023	Van ECK Associates Corp	174,130	$1.78M	0.0%	+43.5%	0.512%
8/3/2023	Oppenheimer & Co. Inc.	71,735	$732K	0.0%	+5.2%	0.211%
7/31/2023	LPL Financial LLC	62,502	$638K	0.0%	-51.4%	0.184%
7/25/2023	Raymond James Financial Services Advisors Inc.	69,661	$711K	0.0%	-19.1%	0.205%
7/25/2023	Raymond James & Associates	171,346	$1.75M	0.0%	-10.3%	0.504%
7/18/2023	Melfa Wealth Management LLC	486,214	$4.96M	5.0%	+0.3%	1.430%
7/13/2023	Cambridge Investment Research Advisors Inc.	53,099	$542K	0.0%	+11.6%	0.156%
6/28/2023	Relative Value Partners Group LLC	32,000	$332K	0.0%	-11.1%	0.094%
5/15/2023	Relative Value Partners Group LLC	32,000	$332K	0.0%	-11.1%	0.094%
5/12/2023	AlphaCentric Advisors LLC	4,820	$50K	0.0%	-67.5%	0.014%
5/11/2023	Commonwealth Equity Services LLC	404,523	$4.19M	0.0%	-2.7%	1.189%
5/10/2023	Oppenheimer & Co. Inc.	68,211	$707K	0.0%	+4.3%	0.201%
5/10/2023	Landscape Capital Management L.L.C.	29,104	$302K	0.0%	N/A	0.086%
5/10/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	13,335	$138K	0.0%	-30.6%	0.039%
5/10/2023	Robinson Capital Management LLC	19,063	$195K	0.1%	N/A	0.056%
5/9/2023	Spire Wealth Management	2,514	$26K	0.0%	N/A	0.007%
5/8/2023	Wolverine Asset Management LLC	12,963	$134K	0.0%	N/A	0.038%
5/5/2023	Moors & Cabot Inc.	11,047	$114K	0.0%	-9.8%	0.032%
5/3/2023	Van ECK Associates Corp	121,362	$1.26M	0.0%	+11.2%	0.357%
4/28/2023	Ameritas Advisory Services LLC	3,284	$33K	0.0%	N/A	0.010%
4/26/2023	Gill Capital Partners LLC	30,827	$319K	0.1%	-4.3%	0.091%
4/24/2023	Successful Portfolios LLC	12,428	$129K	0.1%	-13.9%	0.037%
4/20/2023	Melfa Wealth Management LLC	484,749	$5.02M	5.0%	+1.1%	1.425%
4/18/2023	IFP Advisors Inc	35,911	$419K	0.0%	-27.6%	0.106%
4/14/2023	Raymond James Financial Services Advisors Inc.	86,130	$892K	0.0%	+34.5%	0.253%
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4/14/2023	Raymond James & Associates	191,125	$1.98M	0.0%	+1.1%	0.562%
4/13/2023	Drive Wealth Management LLC	11,300	$118K	0.0%	-8.3%	0.033%
3/6/2023	Rockefeller Capital Management L.P.	58,531	$635K	0.0%	+9.3%	0.000%
2/13/2023	Smith Moore & CO.	81,581	$885K	0.1%	+9.4%	0.000%
2/13/2023	1ST Source Bank	87,477	$949K	0.1%	-36.8%	0.000%
2/10/2023	Financial Network Wealth Management LLC	11,250	$122K	0.1%	-26.7%	0.000%
2/8/2023	Raymond James & Associates	188,981	$2.05M	0.0%	+4.9%	0.000%
2/8/2023	Capital Analysts LLC	14,325	$155K	0.0%	N/A	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	43,698	$474K	0.0%	+14.2%	0.000%
2/8/2023	Van ECK Associates Corp	109,100	$1.18M	0.0%	+20.0%	0.000%

(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, 64 institutional investors and hedge funds held shares of Putnam Municipal Opportunities Trust. The most heavily invested institutionals were Robinson Capital Management LLC ($9.15M), Fiera Capital Corp ($6.20M), Melfa Wealth Management LLC ($4.46M), Commonwealth Equity Services LLC ($3.34M), UBS Group AG ($2.12M), Raymond James & Associates ($2.09M), and Van ECK Associates Corp ($2.07M).Learn more on PMO's institutional investors.
What percentage of Putnam Municipal Opportunities Trust stock is owned by institutional investors?: 20.40% 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 52 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: Robinson Capital Management LLC ($954.42K), Fiera Capital Corp ($620.86K), Melfa Wealth Management LLC ($486.21K), Van ECK Associates Corp ($145.35K), Park Avenue Securities LLC ($115.80K), Cohen & Steers Inc. ($113.22K), and LPL Financial LLC ($91.34K).

How much institutional buying is happening at Putnam Municipal Opportunities Trust?: Institutional investors have bought a total of 3,454,784 shares in the last 24 months. This purchase volume represents approximately $34.96M in transactions.
Which Putnam Municipal Opportunities Trust major shareholders have been selling company stock?: Of the 38 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: Raymond James & Associates ($127.27K), Northwestern Mutual Wealth Management Co. ($122.99K), Van ECK Associates Corp ($88.84K), 1ST Source Bank ($86.87K), LPL Financial LLC ($66.01K), Raymond James Financial Services Advisors Inc. ($59.16K), and ARS Wealth Advisors Group LLC ($55.74K).
How much institutional selling is happening at Putnam Municipal Opportunities Trust?: Institutional investors have sold a total of 882,494 shares in the last 24 months. This volume of shares sold represents approximately $9.20M in transactions.