P
Putnam Municipal Opportunities Trust
PMO • NYSE
Putnam Municipal Opportunities Trust is a publicly traded company on NYSE. As of Q3 2025, 76 institutional investors hold shares in this company, with total holdings valued at $72.5M. GUGGENHEIM CAPITAL LLC is the largest holder with a position valued at $6.3M.
Websiteputnam.com
Overview
Overview of institutional ownership in PMO as of Q3 2025
All Institutions
- Institutions
- 76
- Value Held
- $72.5M
- Shares Held
- 7.0M
- Avg Position
- $954.1K
- Median Position
- $213.3K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $6.3M
- Shares Held
- 608.1K
- Avg Position
- $2.1M
- Median Position
- $2.6M
Biggest Investors
Institutions with the largest positions in PMO as of Q3 2025
| Institution | Position Value |
|---|---|
G GUGGENHEIM CAPITAL LLC Institution | $6.3M 0.05% of portfolio |
 Pathstone Holdings, LLC Family Office | $5.8M 0.02% of portfolio |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | $5.0M 2.92% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $4.6M 0.17% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $4.3M 0.07% of portfolio |
 MORGAN STANLEY RIA/Wealth | $4.0M 0.00% of portfolio |
 1607 Capital Partners, LLC Hedge Fund•Sector | $3.6M 0.27% of portfolio |
F Fiera Capital Corp Institution | $3.0M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $2.9M 0.00% of portfolio |
K Karpus Management, Inc. Institution | $2.6M 0.09% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PMO in Q3 2025
- Traded
- +$3.6M
- Buyers
- 28
- Sellers
- 25
- Total Bought
- +$5.9M
- Total Sold
- −$2.3M
- Avg Position
- $863.2K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Advisors Asset Management, Inc. ETF Provider | +$1.2M +113.4K shares |
 ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | +$743.9K +72.0K shares |
WELLS FARGO & COMPANY/MN Institution | +$566.5K +54.8K shares |
 SMITH, MOORE & CO. RIA/Wealth | +$488.6K +47.3K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$400.3K +38.8K shares |
 Allspring Global Investments Holdings, LLC Long Only Manager | +$388.8K +37.6K shares |
Pathstone Holdings, LLC Family Office | +$349.4K +33.8K shares |
 Invesco Ltd. ETF Provider | +$261.3K +25.3K shares |
L LPL Financial LLC Institution | +$256.3K +24.8K shares |
K Karpus Management, Inc. Institution | +$253.1K +24.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
T TECTONIC ADVISORS LLC RIA/Wealth | −$358.9K −36.3K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | −$279.4K −27.1K shares |
 Intellus Advisors LLC RIA/Wealth | −$247.9K −24.0K shares |
 UBS Group AG Institution | −$229.2K −22.2K shares |
A AMERICAN NATIONAL BANK Institution | −$197.8K −20.0K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$178.5K −18.0K shares |
 Massey, Quick & Co., LLC RIA/Wealth | −$116.3K −11.8K shares |
 Cetera Investment Advisers RIA/Wealth | −$107.8K −10.9K shares |
N NOMURA HOLDINGS INC Institution | −$98.9K −10.0K shares |
 GILL CAPITAL PARTNERS, LLC RIA/Wealth | −$85.5K −8.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PMO in Q3 2025
- New Positions
- 1
- New Value
- $206.9K
- Exited Positions
- 8
- Exited Value
- $1.1M
New Positions
| Institution | Position Value |
|---|---|
A Ackerman Capital Advisors, LLC RIA/Wealth | $206.9K 20.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
T TECTONIC ADVISORS LLC RIA/Wealth | $358.9K 36.3K shares |
A AMERICAN NATIONAL BANK Institution | $197.8K 20.0K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $178.5K 18.0K shares |
Massey, Quick & Co., LLC RIA/Wealth | $116.3K 11.8K shares |
Cetera Investment Advisers RIA/Wealth | $107.8K 10.9K shares |
N NOMURA HOLDINGS INC Institution | $98.9K 10.0K shares |
 US BANCORP \DE\ Institution | $46.3K 4.7K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $79.0 8.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PMO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PMO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 2.92% $5.0M |
ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | 1.21% $1.7M |
 Deschutes Portfolio Strategy, LLC RIA/Wealth | 0.77% $1.7M |
N Nova R Wealth, Inc. RIA/Wealth | 0.41% $961.3K |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.27% $3.6M |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.17% $4.6M |
 INTEGRATED CAPITAL MANAGEMENT, INC. RIA/Wealth | 0.17% $239.2K |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.15% $2.6M |
Intellus Advisors LLC RIA/Wealth | 0.14% $1.1M |
 Catalina Capital Group, LLC RIA/Wealth | 0.13% $211.9K |
Hedge Fund Spotlight
Discover hedge funds investing in PMO
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
P
Position in Putnam Municipal Opportunities Trust
- Market Value
- $106.0K
- Shares Held
- 10.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
