Who owns Putnam Municipal Opportunities Trust?
- Ticker: PMO
- CUSIP Number: 746922103
Tip: Access positions for across all investors
Analyze quarterly positions in Putnam Municipal Opportunities Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Putnam Municipal Opportunities Trust stock
Who bought or sold Putnam Municipal Opportunities Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Robinson Capital Management | 903k | $9.3M | 42% | Dec 2023 |
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| Melfa Wealth Management | 482k | $4.9M | -1% | Mar 2024 |
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| Fiera Capital Corporation | 468k | $4.8M | -23% | Mar 2024 |
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| Commonwealth Equity Services | 328k | $3.3M | 0% | Mar 2024 |
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| Ameriprise Financial | 294k | $3.0M | -63% | Mar 2024 |
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| UBS Group | 275k | $2.8M | -4% | Mar 2024 |
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| Morgan Stanley | 223k | $2.3M | -1% | Mar 2024 |
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| Raymond James & Associates | 220k | $2.2M | 2% | Mar 2024 |
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| Van Eck Associates Corp. | 203k | $2.1M | -14% | Mar 2024 |
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| Advisors Asset Management | 160k | $1.6M | 8% | Dec 2023 |
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| Bank of America Corporation | 152k | $1.5M | 2% | Mar 2024 |
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| Envestnet Asset Management | 122k | $1.2M | 100% | Mar 2024 |
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| Advisor Group Holdings | 119k | $1.2M | -3% | Mar 2024 |
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| Park Avenue Securities | 116k | $1.2M | 100% | Mar 2024 |
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| Rockefeller Capital Management | 113k | $1.2M | -14% | Dec 2023 |
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| Capital Investment Advisors | 109k | $1.1M | -2% | Mar 2024 |
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| Nova R Wealth | 100k | $1.0M | 0% | Mar 2024 |
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| Wells Fargo & Company | 99k | $1.0M | 53% | Mar 2024 |
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| Landscape Capital Management | 97k | $981k | -9% | Mar 2024 |
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| Baird Financial | 72k | $735k | 5% | Dec 2023 |
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| Logan Stone Capital | 67k | $682k | 100% | Mar 2024 |
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| Nine Masts Capital | 65k | $662k | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 64k | $652k | -3% | Mar 2024 |
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| 1st Source Bank | 62k | $629k | -3% | Mar 2024 |
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| LPL Financial | 56k | $570k | -9% | Mar 2024 |
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| Oppenheimer & Co | 56k | $565k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 53k | $539k | -22% | Mar 2024 |
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| Raymond James Financial Services Advisors | 51k | $518k | -7% | Mar 2024 |
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| Smith, Moore & Co. | 36k | $365k | 2% | Mar 2024 |
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| Tectonic Advisors | 34k | $349k | 1% | Mar 2024 |
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| Lakeview Capital Partners | 34k | $344k | 19% | Mar 2024 |
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| Relative Value Partners | 32k | $334k | 0% | Mar 2024 |
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| Bank Of Montreal | 32k | $363k | -19% | Mar 2024 |
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| Twin Focus Capital Partners | 31k | $318k | 0% | Mar 2024 |
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| Nomura Holdings | 29k | $296k | 120% | Mar 2024 |
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| Cohen & Steers Capital Management | 28k | $284k | -48% | Mar 2024 |
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| IFP Advisors | 27k | $275k | 1% | Dec 2023 |
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| Stifel Financial | 26k | $266k | 19% | Mar 2024 |
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| Goss Wealth Management | 26k | $259k | -25% | Mar 2024 |
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| Tyche Wealth Partners | 24k | $241k | 0% | Mar 2024 |
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| Gill Capital Partners | 23k | $224k | 0% | Mar 2024 |
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| Burford Brothers | 20k | $202k | 0% | Mar 2024 |
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| Huntington National Bank | 19k | $197k | 0% | Mar 2024 |
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| Ellis Investment Partners | 19k | $191k | 1% | Mar 2024 |
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| Millennium Management | 19k | $188k | -59% | Mar 2024 |
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| Integrated Capital Management | 17k | $169k | 100% | Mar 2024 |
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| National Asset Management | 16k | $149k | -4% | Mar 2024 |
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| Cetera Investment Advisers | 16k | $160k | 45% | Mar 2024 |
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| Collaborative Wealth Managment | 15k | $156k | 0% | Mar 2024 |
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| Concurrent Investment Advisors | 15k | $154k | 3% | Mar 2024 |
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| ARS Wealth Advisors Group | 15k | $153k | 0% | Mar 2024 |
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| Massey, Quick & Co | 15k | $150k | 11% | Mar 2024 |
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| Indiana Trust & Investment Management | 14k | $142k | 0% | Mar 2024 |
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| Spire Wealth Management | 14k | $142k | 0% | Mar 2024 |
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| Moors & Cabot | 14k | $141k | 13% | Mar 2024 |
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| Susquehanna International | 14k | $140k | 0% | Mar 2024 |
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| Staley Capital Advisers | 13k | $127k | 0% | Mar 2024 |
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| Successful Portfolios | 12k | $126k | 0% | Mar 2024 |
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| Sheaff Brock Investment Advisors | 12k | $123k | 0% | Dec 2023 |
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| Private Wealth Advisors | 12k | $120k | 0% | Mar 2024 |
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| Royal Bank of Canada | 11k | $110k | -49% | Mar 2024 |
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| Granite Springs Asset Management | 11k | $107k | 0% | Mar 2024 |
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| Elequin Capital | 11k | $107k | 100% | Dec 2023 |
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| Summit Trail Advisors | 10k | $106k | -16% | Mar 2024 |
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| Financial Network Wealth Management | 10k | $103k | -8% | Mar 2024 |
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| Sonora Investment Management Group | 10k | $102k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 9.9k | $101k | 0% | Mar 2024 |
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| Farther Finance Advisors | 6.6k | $67k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 5.3k | $54k | 100% | Mar 2024 |
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| Us Bancorp | 4.5k | $46k | 0% | Mar 2024 |
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| Brian McDonald | 4.4k | $45k | -1% | Mar 2024 |
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| Wolverine Asset Management | 3.7k | $37k | 116% | Mar 2024 |
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| D. J. St. Germain | 3.0k | $31k | 0% | Dec 2023 |
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| Fifth Third Bancorp | 2.5k | $26k | 0% | Mar 2024 |
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| Umb Bank N A | 2.0k | $21k | -25% | Mar 2024 |
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| Harbour Investments | 1.4k | $14k | 0% | Dec 2023 |
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| Mascoma Wealth Management | 1.2k | $12k | 0% | Mar 2024 |
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| Anchor Investment Management | 1.0k | $10k | 0% | Mar 2024 |
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| Hilltop National Bank | 780.00 | $7.9k | 100% | Mar 2024 |
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| Geneos Wealth Management | 521.00 | $5.3k | 0% | Mar 2024 |
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| Tower Research Capital | 509.00 | $5.2k | 100% | Mar 2024 |
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| FNY Investment Advisers | 400.00 | $4.0k | 0% | Mar 2024 |
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| Global Retirement Partners | 348.00 | $3.5k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 173.00 | $2.0k | 0% | Mar 2024 |
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Who sold out of Putnam Municipal Opportunities Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Saba Capital Management | Dec 2023 | 283k | $2.9M |
| Citadel Advisors | Dec 2023 | 14k | $143k |
| Moody National Bank Trust Division | Dec 2023 | 12k | $120k |
| HighTower Advisors | Dec 2023 | 11k | $116k |
| Beacon Pointe Advisors | Sep 2023 | 11k | $97k |