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Putnam Mun Oppo (PMO) Institutional Ownership

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$10.58 +0.01 (+0.09%)
Closing price 08/14/2026 03:57 PM Eastern
Extended Trading
$10.58 +0.01 (+0.05%)
As of 08/14/2026 04:10 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)
$17.64M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$2.98M
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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
7/9/2026 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%
3/17/2026 Rockefeller 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%
2/17/2026 Guggenheim 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%
2/16/2026 MML Investors Services LLC10,014$107K0.0%N/A0.031%
2/13/2026 Stifel 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%
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%
2/6/2026 Intellus Advisors LLC101,019$1.08M0.1%-1.4%0.318%
2/6/2026 HighTower 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%
1/23/2026 Smith 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%
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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%
11/13/2025 Pathstone Holdings LLC563,544$5.82M0.0%+6.4%1.772%
11/13/2025 UBS Group AG136,444$1.41M0.0%-14.0%0.429%
11/13/2025 Intellus Advisors LLC102,463$1.06M0.1%-19.0%0.322%
11/12/2025 Smith 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%
11/6/2025 Stratos Wealth Partners LTD.22,300$230K0.0%N/A0.070%
11/5/2025 Envestnet 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%
10/27/2025Gill 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%
8/13/2025 Guggenheim Capital LLC604,966$5.98M0.0%+26.1%1.902%
8/13/2025Invesco Ltd.78,733$779K0.0%+228.4%0.248%
8/13/2025 Wellspring Financial Advisors LLC10,500$104K0.0%N/A0.033%
8/13/2025 Smith Moore & CO.78,003$771K0.1%-1.5%0.245%
8/13/2025 Northwestern 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%
8/12/2025 Intellus Advisors LLC126,464$1.25M0.2%+1.8%0.398%
8/8/2025 Cetera 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%
8/1/2025 Envestnet Asset Management Inc.126,126$1.25M0.0%+6.8%0.396%
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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%
7/21/2025Catalina 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%


PMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 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. ($5.80M), 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 67 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), Raymond James Financial Inc. ($180.91K), and Worthington Financial Partners LLC ($152.04K).

Institutional investors have bought a total of 1,674,276 shares in the last 24 months. This purchase volume represents approximately $17.64M in transactions.

Of the 23 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), Intellus Advisors LLC ($25.45K), UBS Group AG ($22.19K), Commonwealth Equity Services LLC ($16.74K), Hennion & Walsh Asset Management Inc. ($13.84K), and Capital Investment Advisors LLC ($11.52K).

Institutional investors have sold a total of 284,236 shares in the last 24 months. This volume of shares sold represents approximately $2.98M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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