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Putnam Mun Oppo (PMO) Institutional Ownership

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$10.30 -0.02 (-0.19%)
As of 12:44 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)
36
Total
Institutional Inflows
(last 12 months)
$17.36M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$3.16M
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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
11/4/2026 Allspring Global Investments Holdings LLC385,780$3.53M0.0%+25.5%1.408%
11/3/2026 International Assets Investment Management LLC11,347$104K0.0%+620.0%0.041%
11/2/2026 Commonwealth Equity Services LLC296,537$2.71M0.0%-3.3%1.082%
10/30/2026 Ackerman Capital Advisors LLC40,047$366K0.1%+88.8%0.146%
10/23/2026 Capital Investment Advisors LLC69,679$637K0.0%-5.1%0.254%
10/16/2026 Cyndeo Wealth Partners LLC13,737$126K0.0%-63.2%0.050%
10/13/2026 Worthington Financial Partners LLC130,208$1.19M1.0%-3.8%0.475%
10/1/2026 Noble Wealth Management PBC79,196$724K0.3%-4.0%0.289%
9/9/2026Robinson Capital Management LLC645,263$6.80M3.0%+11.6%2.355%
9/9/2026Integrated Wealth Concepts LLC7,199$76K0.0%N/A0.026%
8/22/2026 Oakmont Investment Advisors Inc.10,000$105K0.1%N/A0.036%
7/9/2026 Hennion & Walsh Asset Management Inc.550,516$5.80M0.2%-2.0%2.009%
7/8/2026 Integrated Capital Management Inc.18,014$190K0.1%-10.3%0.066%
7/1/2026 Noble Wealth Management PBC82,471$869K0.4%+92.9%0.301%
5/19/2026Bank of America Corp DE153,187$1.58M0.0%-1.3%0.559%
5/18/2026Rivernorth Capital Management LLC685,823$7.06M0.4%+60.4%2.503%
5/18/2026Royal Bank of Canada31,423$324K0.0%-18.5%0.115%
5/5/2026 Bank of New York Mellon Corp48,497$500K0.0%N/A0.177%
5/1/2026 Fifth Third Bancorp9,379$97K0.0%+269.4%0.034%
4/23/2026 Folger Nolan Fleming Douglas Capital Management Inc.12,262$126K0.0%N/A0.045%
4/18/2026 Riverbridge Partners LLC76,842$791K0.0%-35.0%0.280%
3/17/2026Rockefeller Capital Management L.P.89,447$957K0.0%-4.6%0.281%
3/5/2026 Worthington Financial Partners LLC152,035$1.63M1.4%N/A0.478%
2/19/2026Invesco Ltd.159,253$1.70M0.0%+53.1%0.501%
2/18/2026Rivernorth Capital Management LLC427,625$4.58M0.2%+72.8%0.000%
2/18/20261607 Capital Partners LLC311,109$3.33M0.2%-11.2%0.000%
2/17/2026Guggenheim Capital LLC663,914$7.10M0.1%+9.2%2.087%
2/17/2026Osaic Holdings Inc.30,980$331K0.0%-22.4%0.097%
2/17/2026&PARTNERS31,332$335K0.0%N/A0.098%
2/17/2026Royal Bank of Canada38,570$412K0.0%+28.2%0.121%
2/16/2026MML Investors Services LLC10,014$107K0.0%N/A0.031%
2/13/2026Stifel Financial Corp78,592$841K0.0%+7.5%0.000%
2/13/2026Van ECK Associates Corp210,252$2.25M0.0%+13.8%0.000%
2/13/2026Wells Fargo & Company MN372,017$3.98M0.0%+33.0%0.000%
2/12/2026Advisors Asset Management Inc.598,344$6.40M0.1%+42.3%0.000%
2/12/2026Jane Street Group LLC12,965$139K0.0%+9.0%0.000%
2/12/2026 Commonwealth Equity Services LLC303,910$3.25M0.0%-5.2%0.000%
2/12/2026 Bank of Montreal Can21,508$230K0.0%-5.4%0.000%
2/11/2026 LPL Financial LLC178,607$1.91M0.0%+17.5%0.000%
2/11/2026 Fiera Capital Corp283,503$3.03M0.0%-1.9%0.000%
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2/11/2026 Ackerman Capital Advisors LLC22,500$241K0.0%+12.4%0.000%
2/11/2026 Closed End Fund Advisors Inc.21,640$232K0.1%N/A0.000%
2/10/2026 Moors & Cabot Inc.13,838$148K0.0%+13.3%0.000%
2/6/2026Intellus Advisors LLC101,019$1.08M0.1%-1.4%0.318%
2/6/2026HighTower Advisors LLC24,112$258K0.0%+15.6%0.076%
2/5/2026 Elyxium Wealth LLC4,158$44K0.0%N/A0.013%
2/2/2026 Oppenheimer & Co. Inc.20,146$216K0.0%+14.2%0.063%
1/23/2026Smith Moore & CO.115,236$1.23M0.1%-8.0%0.362%
1/16/2026 Melfa Wealth Management Inc.472,403$5.06M2.9%-1.7%1.485%
1/15/2026 Allspring Global Investments Holdings LLC149,715$1.60M0.0%+13.4%0.471%
1/14/2026 Hennion & Walsh Asset Management Inc.518,691$5.55M0.2%+15.8%1.631%
1/13/2026 Capital Investment Advisors LLC78,678$842K0.0%-12.8%0.247%
1/13/2026 Riverbridge Partners LLC118,230$1.27M0.0%+53.5%0.372%
1/9/2026 Westview Management dba Westview Investment Advisors15,300$164K0.1%N/A0.048%
1/5/2026 Noble Wealth Management PBC41,600$445K0.2%-5.5%0.131%
1/5/2026 Park Avenue Securities LLC108,352$1.16M0.0%-2.2%0.341%
11/17/2025Susquehanna International Group LLP20,782$215K0.0%-27.2%0.065%
11/17/2025Citadel Advisors LLC10,257$106K0.0%N/A0.032%
11/17/2025Bank of America Corp DE154,223$1.59M0.0%+1.2%0.485%
11/17/20251607 Capital Partners LLC350,361$3.62M0.3%-7.2%1.101%
11/17/2025Ameriprise Financial Inc.187,989$1.94M0.0%+2.2%0.591%
11/14/2025Raymond James Financial Inc.65,709$679K0.0%-6.4%0.207%
11/13/2025Pathstone Holdings LLC563,544$5.82M0.0%+6.4%1.772%
11/13/2025UBS Group AG136,444$1.41M0.0%-14.0%0.429%
11/13/2025Intellus Advisors LLC102,463$1.06M0.1%-19.0%0.322%
11/12/2025Smith Moore & CO.125,303$1.29M0.1%+60.6%0.394%
11/7/2025 Fiera Capital Corp288,875$2.98M0.0%-0.8%0.908%
11/6/2025Advisors Asset Management Inc.420,550$4.34M0.1%+36.9%1.322%
11/6/2025Stratos Wealth Partners LTD.22,300$230K0.0%N/A0.070%
11/5/2025Envestnet Asset Management Inc.123,602$1.28M0.0%-2.0%0.389%
10/29/2025 Aviance Capital Partners LLC10,515$109K0.0%-18.8%0.033%
10/27/2025 Gill Capital Partners LLC14,813$153K0.0%-35.8%0.047%
10/23/2025 Park Avenue Securities LLC110,789$1.14M0.0%-2.7%0.348%
10/22/2025 Ackerman Capital Advisors LLC20,025$207K0.0%N/A0.063%
10/22/2025 Hennion & Walsh Asset Management Inc.447,956$4.63M0.2%-0.5%1.408%
10/20/2025 Allspring Global Investments Holdings LLC132,044$1.36M0.0%+39.9%0.415%
10/15/2025 Successful Portfolios LLC13,428$139K0.1%+8.0%0.042%
10/14/2025 Riverbridge Partners LLC77,040$796K0.0%+2.8%0.242%
10/8/2025 Integrated Capital Management Inc.23,151$239K0.2%-7.5%0.073%
9/4/2025Osaic Holdings Inc.42,809$423K0.0%+5.5%0.135%
8/18/2025Nomura Holdings Inc.10,000$99K0.0%N/A0.031%
8/15/2025Bank of America Corp DE152,349$1.51M0.0%+20.6%0.479%
8/15/2025Ameriprise Financial Inc.183,878$1.82M0.0%-15.2%0.578%
8/14/2025Raymond James Financial Inc.70,174$694K0.0%-8.5%0.221%
8/14/2025Karpus Management Inc.231,992$2.29M0.1%+133.0%0.729%
8/13/2025Guggenheim Capital LLC604,966$5.98M0.0%+26.1%1.902%
8/13/2025Invesco Ltd.78,733$779K0.0%+228.4%0.248%
8/13/2025Wellspring Financial Advisors LLC10,500$104K0.0%N/A0.033%
8/13/2025Smith Moore & CO.78,003$771K0.1%-1.5%0.245%
8/13/2025Northwestern Mutual Wealth Management Co.20,623$204K0.0%-22.2%0.065%
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8/12/2025Advisors Asset Management Inc.307,116$3.04M0.1%+24.3%0.965%
8/12/2025Intellus Advisors LLC126,464$1.25M0.2%+1.8%0.398%
8/8/2025Cetera 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%


PMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 institutional investors and hedge funds held shares of Putnam Mun Oppo. The most heavily invested institutionals were Guggenheim Capital LLC ($7.10M), Rivernorth Capital Management LLC ($7.06M), Robinson Capital Management LLC ($6.80M), Advisors Asset Management Inc. ($6.40M), Pathstone Holdings LLC ($5.82M), Hennion & Walsh Asset Management Inc. ($5.80M), and Melfa Wealth Management Inc. ($5.06M).Learn more on Putnam Mun Oppo's institutional investors.

20.40% of Putnam Mun Oppo's stock is owned by institutional investors. Learn more on PMO's institutional investor holdings.

Of the 68 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: Rivernorth Capital Management LLC ($575.07K), Hennion & Walsh Asset Management Inc. ($512.68K), Advisors Asset Management Inc. ($490.99K), Guggenheim Capital LLC ($220.63K), Allspring Global Investments Holdings LLC ($186.98K), Raymond James Financial Inc. ($180.91K), and Worthington Financial Partners LLC ($152.04K).

Institutional investors have bought a total of 1,656,725 shares in the last 24 months. This purchase volume represents approximately $17.36M in transactions.

Of the 22 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: 1607 Capital Partners LLC ($66.30K), Riverbridge Partners LLC ($41.39K), Commonwealth Equity Services LLC ($26.73K), Intellus Advisors LLC ($25.45K), Cyndeo Wealth Partners LLC ($23.61K), UBS Group AG ($22.19K), and Capital Investment Advisors LLC ($15.29K).

Institutional investors have sold a total of 307,034 shares in the last 24 months. This volume of shares sold represents approximately $3.16M in transactions.



Institutional ownership data for NYSE:PMO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/4/2026. New 13F filings are added each quarter as they're published.
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