PUTNAM MUN OPPORTUNITIES TR (PMO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
84
Reporting holders
$91.4M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.0M | 949,042 | 0.48% | 9q | +38.4%+$2.8M |
| Advisors Asset Management, Inc. | $7.4M | 701,629 | 0.11% | 13q | +1.1%+$83.2K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $6.8M | 645,263 | 3.00% | 5q | +11.6%+$706.1K |
| Hennion & Walsh Asset Management, Inc. | $5.8M | 550,516 | 0.17% | 8q | -2.0%-$120.4K |
| MELFA WEALTH MANAGEMENT, INC. | $4.8M | 459,506 | 2.61% | 15q | -2.7%-$135.9K |
| MORGAN STANLEY | $4.7M | 443,299 | 0.00% | 35q | +2.0%+$92.6K |
| GUGGENHEIM CAPITAL LLC | $4.5M | 430,744 | 0.03% | 9q | -28.1%-$1.8M |
| Allspring Global Investments Holdings, LLC | $3.2M | 307,431 | 0.00% | 9q | +105.1%+$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 306,528 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $3.0M | 280,634 | 0.00% | 31q | -52.1%-$3.2M |
| VAN ECK ASSOCIATES CORP | $2.7M | 256,148 | 0.00% | 31q | +0.9%+$23.1K |
| Invesco Ltd. | $2.5M | 236,500 | 0.00% | 31q | +21.3%+$437.2K |
| 1607 Capital Partners, LLC | $2.2M | 211,609 | 0.19% | 8q | -32.0%-$1.0M |
| AMERIPRISE FINANCIAL INC | $2.2M | 209,998 | 0.00% | 31q | -51.1%-$2.3M |
| Pathstone Holdings, LLC | $2.1M | 203,238 | 0.01% | 8q | -17.3%-$448.7K |
| BANK OF AMERICA CORP /DE/ | $2.1M | 197,113 | 0.00% | 31q | +28.7%+$463.0K |
| LPL Financial LLC | $1.9M | 178,489 | 0.00% | 31q | -2.9%-$57.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 165,602 | 0.00% | 10q | +1.7%+$29.6K |
| Worthington Financial Partners, LLC | $1.4M | 135,343 | 1.18% | 3q | -5.2%-$78.3K |
| UBS Group AG | $1.3M | 123,850 | 0.00% | 31q | -1.9%-$24.6K |
| Fiera Capital Corp | $988.1K | 93,752 | 0.00% | 11q | -4.9%-$51.4K |
| Nova R Wealth, Inc. | $980.8K | 93,059 | 0.29% | 19q | HELD |
| Intellus Advisors LLC | $961.4K | 91,217 | 0.12% | 7q | -4.9%-$49.2K |
| STIFEL FINANCIAL CORP | $909.3K | 86,275 | 0.00% | 15q | +6.4%+$54.5K |
| RAYMOND JAMES FINANCIAL INC | $876.9K | 83,199 | 0.00% | 7q | -8.6%-$82.8K |
| Noble Wealth Management PBC | $869.2K | 82,471 | 0.39% | 6q | +92.9%+$418.7K |
| SMITH, MOORE & CO. | $840.6K | 79,749 | 0.05% | 31q | +5.4%+$43.2K |
| Rockefeller Capital Management L.P. | $814.1K | 77,236 | 0.00% | 26q | -3.7%-$31.3K |
| Capital Investment Advisors, LLC | $774.2K | 73,454 | 0.01% | 31q | -0.6%-$4.7K |
| Thomas J. Herzfeld Advisors, Inc. | $745.2K | 70,700 | 0.23% | new | NEW |
| Bank of New York Mellon Corp | $629.9K | 59,765 | 0.00% | 2q | +23.2%+$118.8K |
| RIVERBRIDGE PARTNERS LLC | $609.3K | 57,807 | 0.02% | 8q | -24.8%-$200.6K |
| OSAIC HOLDINGS, INC. | $466.4K | 44,254 | 0.00% | 26q | +37.5%+$127.1K |
| Summit Trail Advisors, LLC | $426.5K | 40,461 | 0.01% | 2q | -5.6%-$25.5K |
| Cyndeo Wealth Partners, LLC | $393.7K | 37,350 | 0.02% | 8q | +31.0%+$93.0K |
| &PARTNERS | $335.6K | 31,844 | 0.00% | 3q | -6.5%-$23.4K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $329.8K | 31,294 | 0.03% | 31q | HELD |
| ROYAL BANK OF CANADA | $309.0K | 29,331 | 0.00% | 31q | -6.7%-$22.0K |
| TORONTO DOMINION BANK | $296.2K | 28,100 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $273.3K | 25,930 | 0.00% | 4q | HELD |
| Generation Capital Management LLC | $239.8K | 22,748 | 0.15% | 7q | HELD |
| Closed-End Fund Advisors, Inc. | $228.1K | 21,640 | 0.22% | 3q | HELD |
| Ackerman Capital Advisors, LLC | $223.6K | 21,216 | 0.05% | 4q | -44.8%-$181.4K |
| Focus Partners Wealth | $221.4K | 21,009 | 0.00% | 3q | -15.3%-$40.1K |
| Cresset Asset Management, LLC | $214.0K | 20,300 | 0.00% | 13q | HELD |
| OPPENHEIMER & CO INC | $212.9K | 20,200 | 0.00% | 5q | HELD |
| Burford Brothers, Inc. | $209.7K | 19,900 | 0.08% | 11q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $208.5K | 19,778 | 0.00% | 31q | HELD |
| Concurrent Investment Advisors, LLC | $193.3K | 18,340 | 0.00% | 11q | HELD |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $189.9K | 18,014 | 0.13% | 10q | -10.3%-$21.7K |
| Karpus Management, Inc. | $178.7K | 16,955 | 0.01% | 8q | -73.4%-$492.1K |
| Westview Management dba Westview Investment Advisors | $161.3K | 15,300 | 0.08% | 3q | HELD |
| Moors & Cabot, Inc. | $149.0K | 14,137 | 0.01% | 17q | +1.1%+$1.7K |
| Spire Wealth Management | $147.6K | 14,000 | 0.00% | 11q | HELD |
| Successful Portfolios LLC | $142.8K | 13,428 | 0.07% | 31q | HELD |
| Collaborative Wealth Managment Inc. | $141.2K | 13,400 | 0.06% | 19q | HELD |
| GILL CAPITAL PARTNERS, LLC | $134.4K | 12,756 | 0.04% | 27q | HELD |
| Smith Asset Management Co., LLC | $132.3K | 12,549 | 0.10% | 2q | -8.7%-$12.6K |
| STALEY CAPITAL ADVISERS INC | $131.8K | 12,500 | 0.01% | 31q | HELD |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $129.2K | 12,262 | 0.01% | 2q | HELD |
| Allworth Financial LP | $126.5K | 12,000 | 0.00% | 5q | HELD |
| Tyche Wealth Partners LLC | $125.8K | 11,940 | 0.02% | 11q | HELD |
| LYELL WEALTH MANAGEMENT, LP | $121.5K | 11,531 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $107.8K | 10,229 | 0.00% | 5q | -34.9%-$57.7K |
| Meridian Wealth Management, LLC | $106.5K | 10,108 | 0.00% | 5q | HELD |
| Oakmont Investment Advisors, Inc. | $105.4K | 10,000 | 0.07% | 3q | HELD |
| FIFTH THIRD BANCORP | $98.6K | 9,353 | 0.00% | 31q | HELD |
| Integrated Wealth Concepts LLC | $75.9K | 7,199 | 0.00% | new | NEW |
| Clear Street Group Inc. | $53.2K | 5,050 | 0.00% | new | NEW |
| DUNCKER STREETT & CO INC | $51.6K | 4,900 | 0.01% | 5q | HELD |
| Global Retirement Partners, LLC | $45.8K | 4,348 | 0.00% | 10q | HELD |
| HUNTINGTON NATIONAL BANK | $34.0K | 3,226 | 0.00% | 2q | HELD |
| ST GERMAIN D J CO INC | $31.6K | 3,000 | 0.00% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $30.6K | 2,908 | 0.00% | 14q | HELD |
| ROTHSCHILD INVESTMENT LLC | $25.2K | 2,389 | 0.00% | 11q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $22.4K | 2,123 | 0.00% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $17.8K | 1,685 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $16.9K | 1,576 | 0.00% | 3q | +27.7%+$3.7K |
| Geneos Wealth Management Inc. | $16.5K | 1,563 | 0.00% | 42q | HELD |
| Cullen/Frost Bankers, Inc. | $13.3K | 1,266 | 0.00% | 2q | HELD |
| Mascoma Wealth Management LLC | $12.6K | 1,191 | 0.00% | 17q | HELD |
| Community Financial Services Group, LLC | $10.0K | 935 | 0.00% | 2q | HELD |
| Hilltop National Bank | $8.2K | 780 | 0.00% | 9q | HELD |
| Elevated Capital Advisors, LLC | $6.3K | 595 | 0.00% | 3q | HELD |
| COHEN & STEERS, INC. | $1.7K | 162,200 | 0.00% | 8q | -4.1% |
| PARK AVENUE SECURITIES LLC | $1.1K | 103,738 | 0.01% | 5q | -2.2% |
| Cambridge Investment Research Advisors, Inc. | $618 | 58,558 | 0.00% | 27q | +78.4% |
| HRT FINANCIAL LP | $124 | 11,770 | 0.00% | new | NEW |
| CX Institutional | $32 | 3,074 | 0.00% | 5q | +1.3% |
| Capital Analysts, LLC | $5 | 447 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 84 | $91.4M | 8,670,057 | 6 | 17 | 25 | 0.0% |
| Q1 2026 | 85 | $89.5M | 8,682,894 | 10 | 23 | 21 | 0.0% |
| Q4 2025 | 83 | $94.0M | 8,787,814 | 6 | 25 | 18 | 0.0% |
| Q3 2025 | 79 | $73.3M | 7,096,424 | 5 | 23 | 18 | 0.0% |
| Q2 2025 | 81 | $67.3M | 6,801,674 | 13 | 22 | 18 | 0.0% |
| Q1 2025 | 78 | $67.8M | 6,641,673 | 3 | 24 | 24 | 0.0% |
| Q4 2024 | 87 | $70.0M | 6,912,649 | 3 | 28 | 20 | 0.0% |
| Q3 2024 | 92 | $66.8M | 6,130,960 | 18 | 21 | 21 | 0.0% |
| Q2 2024 | 83 | $58.0M | 5,656,357 | 12 | 20 | 19 | 0.0% |
| Q1 2024 | 78 | $60.1M | 5,943,875 | 7 | 19 | 22 | 0.0% |
| Q4 2023 | 76 | $64.4M | 6,284,325 | 14 | 18 | 18 | 0.0% |
| Q3 2023 | 64 | $43.2M | 4,718,082 | 7 | 12 | 20 | 0.0% |
| Q2 2023 | 62 | $42.1M | 4,119,782 | 11 | 12 | 15 | 0.0% |
| Q1 2023 | 58 | $38.7M | 3,733,337 | 7 | 13 | 12 | 0.0% |
| Q4 2022 | 52 | $37.5M | 3,462,129 | 3 | 13 | 11 | 0.0% |
| Q3 2022 | 72 | $38.3M | 3,894,894 | 6 | 17 | 22 | 0.0% |
| Q2 2022 | 76 | $46.9M | 3,973,339 | 10 | 18 | 22 | 0.0% |
| Q1 2022 | 84 | $52.5M | 4,508,750 | 12 | 19 | 17 | 0.0% |
| Q4 2021 | 76 | $53.6M | 3,719,435 | 7 | 22 | 15 | 0.0% |
| Q3 2021 | 71 | $53.6M | 3,913,172 | 5 | 16 | 17 | 0.0% |
| Q2 2021 | 73 | $57.0M | 4,027,485 | 3 | 19 | 16 | 0.0% |
| Q1 2021 | 77 | $58.0M | 4,331,615 | 7 | 22 | 17 | 0.0% |
| Q4 2020 | 76 | $64.9M | 4,739,756 | 6 | 19 | 13 | 0.0% |
| Q3 2020 | 75 | $62.2M | 4,791,008 | 6 | 19 | 18 | 0.0% |
| Q2 2020 | 71 | $61.8M | 4,838,069 | 5 | 19 | 22 | 0.0% |
| Q1 2020 | 75 | $61.0M | 5,112,916 | 9 | 20 | 23 | 0.0% |
| Q4 2019 | 72 | $86.3M | 6,564,271 | 6 | 25 | 11 | 0.0% |
| Q3 2019 | 72 | $93.6M | 7,158,117 | 4 | 21 | 18 | 0.0% |
| Q2 2019 | 71 | $94.7M | 7,472,396 | 6 | 19 | 16 | 0.0% |
| Q1 2019 | 73 | $96.0M | 7,827,650 | 2 | 25 | 17 | 0.0% |
| Q4 2018 | 79 | $97.2M | 8,649,306 | 0 | 1 | 2 | 0.0% |