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Putnam Mun Oppo (PMO) Institutional Ownership

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$10.72 +0.01 (+0.05%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$10.72 0.00 (-0.04%)
As of 04:40 AM 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)
52
Total
Institutional Inflows
(last 12 months)
$24.13M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$3.56M
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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
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%
5/5/2026Bank of New York Mellon Corp48,497$500K0.0%N/A0.177%
5/1/2026Fifth Third Bancorp9,379$97K0.0%+269.4%0.034%
4/23/2026Folger Nolan Fleming Douglas Capital Management Inc.12,262$126K0.0%N/A0.045%
4/18/2026Riverbridge Partners LLC76,842$791K0.0%-35.0%0.280%
3/17/2026Rockefeller Capital Management L.P.89,447$957K0.0%-4.6%0.281%
3/5/2026Worthington 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%
2/12/2026Commonwealth Equity Services LLC303,910$3.25M0.0%-5.2%0.000%
2/12/2026Bank of Montreal Can21,508$230K0.0%-5.4%0.000%
2/11/2026LPL Financial LLC178,607$1.91M0.0%+17.5%0.000%
2/11/2026Fiera Capital Corp283,503$3.03M0.0%-1.9%0.000%
2/11/2026Ackerman Capital Advisors LLC22,500$241K0.0%+12.4%0.000%
2/11/2026Closed End Fund Advisors Inc.21,640$232K0.1%N/A0.000%
2/10/2026Moors & 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%
2/5/2026Elyxium Wealth LLC4,158$44K0.0%N/A0.013%
2/2/2026Oppenheimer & Co. Inc.20,146$216K0.0%+14.2%0.063%
1/23/2026Smith Moore & CO.115,236$1.23M0.1%-8.0%0.362%
1/16/2026Melfa Wealth Management Inc.472,403$5.06M2.9%-1.7%1.485%
1/15/2026Allspring Global Investments Holdings LLC149,715$1.60M0.0%+13.4%0.471%
1/14/2026Hennion & Walsh Asset Management Inc.518,691$5.55M0.2%+15.8%1.631%
1/13/2026Capital Investment Advisors LLC78,678$842K0.0%-12.8%0.247%
1/13/2026Riverbridge Partners LLC118,230$1.27M0.0%+53.5%0.372%
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1/9/2026Westview 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%
1/5/2026Park 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%
11/7/2025Fiera 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%
10/29/2025Aviance Capital Partners LLC10,515$109K0.0%-18.8%0.033%
10/27/2025Gill Capital Partners LLC14,813$153K0.0%-35.8%0.047%
10/23/2025Park Avenue Securities LLC110,789$1.14M0.0%-2.7%0.348%
10/22/2025Ackerman Capital Advisors LLC20,025$207K0.0%N/A0.063%
10/22/2025Hennion & Walsh Asset Management Inc.447,956$4.63M0.2%-0.5%1.408%
10/20/2025Allspring Global Investments Holdings LLC132,044$1.36M0.0%+39.9%0.415%
10/15/2025Successful Portfolios LLC13,428$139K0.1%+8.0%0.042%
10/14/2025Riverbridge Partners LLC77,040$796K0.0%+2.8%0.242%
10/8/2025Integrated 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%
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%
8/8/2025Meridian Wealth Management LLC10,108$100K0.0%N/A0.032%
8/8/2025Fiera Capital Corp291,232$2.88M0.0%-1.2%0.916%
8/7/2025Allworth Financial LP12,000$119K0.0%N/A0.038%
8/6/2025Prospera Financial Services Inc10,338$102K0.0%N/A0.032%
8/6/2025Moors & Cabot Inc.11,449$113K0.0%-33.0%0.036%
8/5/2025Aviance Capital Partners LLC12,944$128K0.0%N/A0.041%
8/4/2025Wolverine Asset Management LLC18,044$178K0.0%+265.0%0.057%
8/1/2025Envestnet Asset Management Inc.126,126$1.25M0.0%+6.8%0.396%
7/28/2025Duncker Streett & Co. Inc.4,900$48K0.0%N/A0.015%
7/25/2025Integrated Capital Management Inc.25,018$247K0.2%+18.8%0.079%
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7/24/2025Cyndeo Wealth Partners LLC25,469$252K0.0%-27.0%0.080%
7/21/2025Catalina Capital Group LLC20,515$203K0.1%N/A0.064%
7/17/2025Capital Investment Advisors LLC91,005$900K0.0%-4.4%0.286%
7/16/2025ST Germain D J Co. Inc.3,000$30K0.0%N/A0.009%
7/16/2025 CX Institutional2,969$29K0.0%N/A0.009%
7/16/2025American National Bank & Trust20,000$198K0.0%N/A0.063%
7/15/2025Riverbridge Partners LLC74,966$741K0.0%+4.3%0.236%
7/14/2025Park Avenue Securities LLC113,916$1.13M0.0%N/A0.358%
7/11/2025 CX Institutional2,969$29K0.0%N/A0.009%
5/21/2025Indiana Trust & Investment Management Co3,000$31K0.0%-78.6%0.009%


PMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 91 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), Advisors Asset Management Inc. ($6.40M), Pathstone Holdings LLC ($5.82M), Hennion & Walsh Asset Management Inc. ($5.55M), Melfa Wealth Management Inc. ($5.06M), and Wells Fargo & Company MN ($3.98M).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 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: Rivernorth Capital Management LLC ($575.07K), Hennion & Walsh Asset Management Inc. ($528.03K), Advisors Asset Management Inc. ($490.99K), Pathstone Holdings LLC ($391.45K), Guggenheim Capital LLC ($220.63K), Rothschild Investment LLC ($194.92K), and Raymond James Financial Inc. ($180.91K).

Institutional investors have bought a total of 2,327,357 shares in the last 24 months. This purchase volume represents approximately $24.13M in transactions.

Of the 28 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), Ameriprise Financial Inc. ($32.95K), Intellus Advisors LLC ($25.45K), UBS Group AG ($22.19K), Commonwealth Equity Services LLC ($16.74K), and Capital Investment Advisors LLC ($15.69K).

Institutional investors have sold a total of 343,432 shares in the last 24 months. This volume of shares sold represents approximately $3.56M in transactions.



This page (NYSE:PMO) was last updated on 7/6/2026 by MarketBeat.com Staff.
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