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Putnam Municipal Opportunities Trust (PMO) Institutional Ownership

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

Current
Institutional Ownership
Percentage
20.40%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$23.35M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$3.82M
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PMO Institutional Buying and Selling by Quarter

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
5/10/20241ST Source Bank61,894$629K0.0%-3.5%0.195%
4/30/2024 Van ECK Associates Corp203,372$2.07M0.0%-13.9%0.639%
4/29/2024Commonwealth Equity Services LLC328,355$3.34M0.0%-0.3%1.032%
4/23/2024 Summit Trail Advisors LLC10,420$106K0.0%-16.3%0.033%
4/11/2024 Integrated Capital Management Inc.16,594$169K0.1%N/A0.052%
4/10/2024 Park Avenue Securities LLC115,800$1.18M0.0%N/A0.364%
3/27/2024Nomura Holdings Inc.13,250$136K0.0%N/A0.042%
2/8/2024Robinson Capital Management LLC902,947$9.27M3.3%+41.6%2.655%
2/8/2024 Fiera Capital Corp605,654$6.20M0.0%N/A1.781%
2/8/20241ST Source Bank64,111$656K0.0%-1.7%0.189%
2/6/2024 Summit Trail Advisors LLC12,443$128K0.0%N/A0.037%
2/6/2024 Spire Wealth Management14,000$143K0.0%N/A0.041%
2/6/2024ARS Wealth Advisors Group LLC15,094$154K0.0%-78.7%0.044%
2/5/2024 Van ECK Associates Corp236,283$2.42M0.0%+15.5%0.695%
1/30/2024 Tyche Wealth Partners LLC23,685$242K0.1%N/A0.070%
1/30/2024Bison Wealth LLC28,498$292K0.1%N/A0.084%
1/25/2024 International Assets Investment Management LLC11,781$1.15M0.0%+934.3%0.035%
1/24/2024 International Assets Investment Management LLC11,781$1.15M0.0%+934.3%0.035%
1/23/2024 Indiana Trust & Investment Management CO14,000$143K0.1%-34.9%0.041%
1/23/2024 UMB Bank n.a.2,699$28K0.0%N/A0.008%
1/16/2024 Simon Quick Advisors LLC13,219$135K0.0%N/A0.039%
1/16/2024 Raymond James Financial Services Advisors Inc.54,777$560K0.0%-16.1%0.161%
1/16/2024 Raymond James & Associates215,399$2.20M0.0%+31.8%0.633%
1/11/2024 Moody National Bank Trust Division11,681$119K0.0%N/A0.034%
1/10/2024Financial Network Wealth Management LLC11,250$115K0.0%N/A0.033%
1/8/2024 Gill Capital Partners LLC23,090$236K0.1%-25.1%0.068%
1/5/2024 Capital Investment Advisors LLC110,935$1.14M0.0%-3.2%0.326%
11/15/2023Advisors Asset Management Inc.148,067$1.36M0.0%+47.6%0.435%
11/14/2023Robinson Capital Management LLC637,673$5.69M2.5%N/A1.875%
11/13/2023Wolverine Asset Management LLC55,183$508K0.0%+51.6%0.162%
11/9/20231ST Source Bank65,211$600K0.0%-20.0%0.192%
11/9/2023UBS Group AG230,595$2.12M0.0%+5.1%0.678%
11/8/2023 Van ECK Associates Corp204,601$1.88M0.0%+17.5%0.602%
11/8/2023Landscape Capital Management L.L.C.32,639$300K0.0%-33.5%0.096%
11/8/2023 Oppenheimer & Co. Inc.55,344$509K0.0%-22.8%0.163%
10/30/2023 Melfa Wealth Management LLC484,293$4.46M4.5%-0.4%1.424%
10/26/2023ARS Wealth Advisors Group LLC70,836$652K0.1%N/A0.208%
10/24/2023 Raymond James Financial Services Advisors Inc.65,307$601K0.0%-6.3%0.192%
10/24/2023 Raymond James & Associates163,451$1.50M0.0%-4.6%0.481%
10/24/2023 Tectonic Advisors LLC33,614$309K0.0%-12.0%0.099%
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10/23/2023Commonwealth Equity Services LLC380,257$3.50M0.0%-6.3%1.118%
10/17/2023 Avior Wealth Management LLC9,927$91K0.0%-25.4%0.029%
10/16/2023 Capital Investment Advisors LLC114,572$1.05M0.0%-3.1%0.337%
10/10/2023 Indiana Trust & Investment Management CO21,500$198K0.1%N/A0.063%
9/12/2023Farther Finance Advisors LLC9,356$96K0.0%N/A0.028%
9/7/2023 ST Germain D J Co. Inc.3,000$31K0.0%N/A0.009%
8/15/2023Cohen & Steers Inc.150,923$1.54M0.0%+300.3%0.444%
8/11/2023Smith Moore & CO.76,737$783K0.1%-5.8%0.226%
8/11/2023Landscape Capital Management L.L.C.49,096$501K0.1%+68.7%0.144%
8/10/2023Commonwealth Equity Services LLC405,651$4.14M0.0%+0.3%1.193%
8/10/2023Moors & Cabot Inc.12,150$124K0.0%+10.0%0.036%
8/10/2023Cetera Investment Advisers10,904$111K0.0%-8.5%0.032%
8/9/20231ST Source Bank81,503$832K0.1%-6.8%0.240%
8/7/2023Wolverine Asset Management LLC36,399$372K0.0%+180.8%0.107%
8/4/2023Cullen Frost Bankers Inc.4,165$43K0.0%N/A0.012%
8/4/2023IFP Advisors Inc26,346$307K0.0%-26.6%0.077%
8/3/2023 Van ECK Associates Corp174,130$1.78M0.0%+43.5%0.512%
8/3/2023 Oppenheimer & Co. Inc.71,735$732K0.0%+5.2%0.211%
7/31/2023LPL Financial LLC62,502$638K0.0%-51.4%0.184%
7/25/2023 Raymond James Financial Services Advisors Inc.69,661$711K0.0%-19.1%0.205%
7/25/2023 Raymond James & Associates171,346$1.75M0.0%-10.3%0.504%
7/18/2023 Melfa Wealth Management LLC486,214$4.96M5.0%+0.3%1.430%
7/13/2023 Cambridge Investment Research Advisors Inc.53,099$542K0.0%+11.6%0.156%
6/28/2023Relative Value Partners Group LLC32,000$332K0.0%-11.1%0.094%
5/15/2023Relative Value Partners Group LLC32,000$332K0.0%-11.1%0.094%
5/12/2023 AlphaCentric Advisors LLC4,820$50K0.0%-67.5%0.014%
5/11/2023Commonwealth Equity Services LLC404,523$4.19M0.0%-2.7%1.189%
5/10/2023 Oppenheimer & Co. Inc.68,211$707K0.0%+4.3%0.201%
5/10/2023Landscape Capital Management L.L.C.29,104$302K0.0%N/A0.086%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC13,335$138K0.0%-30.6%0.039%
5/10/2023Robinson Capital Management LLC19,063$195K0.1%N/A0.056%
5/9/2023 Spire Wealth Management2,514$26K0.0%N/A0.007%
5/8/2023Wolverine Asset Management LLC12,963$134K0.0%N/A0.038%
5/5/2023Moors & Cabot Inc.11,047$114K0.0%-9.8%0.032%
5/3/2023 Van ECK Associates Corp121,362$1.26M0.0%+11.2%0.357%
4/28/2023Ameritas Advisory Services LLC3,284$33K0.0%N/A0.010%
4/26/2023 Gill Capital Partners LLC30,827$319K0.1%-4.3%0.091%
4/24/2023 Successful Portfolios LLC12,428$129K0.1%-13.9%0.037%
4/20/2023 Melfa Wealth Management LLC484,749$5.02M5.0%+1.1%1.425%
4/18/2023IFP Advisors Inc35,911$419K0.0%-27.6%0.106%
4/14/2023 Raymond James Financial Services Advisors Inc.86,130$892K0.0%+34.5%0.253%
4/14/2023 Raymond James & Associates191,125$1.98M0.0%+1.1%0.562%
4/13/2023 Drive Wealth Management LLC11,300$118K0.0%-8.3%0.033%
3/6/2023Rockefeller Capital Management L.P.58,531$635K0.0%+9.3%0.000%
2/13/2023Smith Moore & CO.81,581$885K0.1%+9.4%0.000%
2/13/20231ST Source Bank87,477$949K0.1%-36.8%0.000%
2/10/2023Financial Network Wealth Management LLC11,250$122K0.1%-26.7%0.000%
2/8/2023 Raymond James & Associates188,981$2.05M0.0%+4.9%0.000%
2/8/2023Capital Analysts LLC14,325$155K0.0%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.43,698$474K0.0%+14.2%0.000%
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2/8/2023 Van ECK Associates Corp109,100$1.18M0.0%+20.0%0.000%
2/8/2023 Oppenheimer & Co. Inc.65,369$709K0.0%+34.2%0.000%
2/7/2023 AlphaCentric Advisors LLC14,820$161K0.2%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$578K0.0%-22.4%0.000%
2/6/2023 Ibex Wealth Advisors11,267$122K0.0%-19.2%0.000%
1/31/2023 Melfa Wealth Management LLC479,635$5.20M5.4%N/A1.406%
1/31/2023 Ellis Investment Partners LLC17,749$193K0.1%-19.0%0.052%
1/30/2023 Americana Partners LLC12,500$136K0.0%-41.9%0.037%
(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, 68 institutional investors and hedge funds held shares of Putnam Municipal Opportunities Trust. The most heavily invested institutionals were Robinson Capital Management LLC ($9.27M), Fiera Capital Corp ($6.20M), Melfa Wealth Management LLC ($4.46M), Commonwealth Equity Services LLC ($3.34M), Raymond James & Associates ($2.20M), UBS Group AG ($2.12M), 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 53 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 ($922.01K), Fiera Capital Corp ($620.86K), Melfa Wealth Management LLC ($486.21K), Van ECK Associates Corp ($159.71K), Commonwealth Equity Services LLC ($132.16K), Doyle Wealth Management ($125.60K), and Park Avenue Securities LLC ($115.80K).

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

Institutional investors have bought a total of 3,653,263 shares in the last 24 months. This purchase volume represents approximately $37.45M in transactions.

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

Of the 41 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: Northwestern Mutual Wealth Management Co. ($122.99K), Raymond James & Associates ($111.12K), 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 886,572 shares in the last 24 months. This volume of shares sold represents approximately $9.28M in transactions.


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This page (NYSE:PMO) was last updated on 5/10/2024 by MarketBeat.com Staff

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