PUTNAM MUNICIPAL OPPORTUNITIES TRUST - PMO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | History | Added to | 663,914 | 7,103 | 0.05% | 0.05% | 1 | +56,158 | 9.24% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 598,344 | 6,402 | 0.11% | 0.07% | 2 | +177,794 | 42.28% | Q4 2025 | Feb 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 518,691 | 5,549 | 0.19% | 0.17% | 3 | +70,735 | 15.79% | Q4 2025 | Jan 14, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 493,396 | 5,279 | 2.16% | 0.88% | 4 | +332,941 | 207.5% | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 472,403 | 5,054 | 2.91% | 2.91% | 5 | -8,041 | -1.67% | Q4 2025 | Jan 16, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 427,625 | 4,575 | 0.22% | 0.15% | 6 | +180,105 | 72.76% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 401,211 | 4,292 | 0.0% | 0.0% | 7 | +16,760 | 4.36% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 372,584 | 3,986 | 0.02% | — | 8 | +372,584 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 372,017 | 3,980 | 0.0% | 0.0% | 9 | +92,359 | 33.03% | Q4 2025 | Feb 13, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 311,109 | 3,328 | 0.23% | 0.27% | 10 | -39,252 | -11.2% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 303,910 | 3,251 | 0.0% | 0.0% | 11 | -16,742 | -5.22% | Q4 2025 | Feb 12, 2026 |
| Fiera Capital Corp | History | Reduced | 283,503 | 3,033 | 0.01% | 0.01% | 12 | -5,372 | -1.86% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 210,252 | 2,250 | 0.0% | 0.0% | 13 | +25,511 | 13.81% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 179,156 | 1,916 | 0.0% | 0.0% | 14 | -8,833 | -4.7% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 178,607 | 1,911 | 0.0% | 0.0% | 15 | +26,562 | 17.47% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 165,413 | 1,769 | 0.0% | 0.0% | 16 | +41,811 | 33.83% | Q4 2025 | Feb 10, 2026 |
| Karpus Management, Inc. | History | Reduced | 161,566 | 1,728 | 0.05% | 0.08% | 17 | -94,926 | -37.01% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 159,253 | 1,704 | 0.0% | 0.0% | 18 | +55,226 | 53.09% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 155,159 | 1,660 | 0.0% | 0.0% | 19 | +936 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Worthington Financial Partners, LLC | History | New | 152,035 | 1,626 | 1.44% | — | 20 | +152,035 | New | Q4 2025 | Mar 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 149,715 | 1,601 | 0.0% | 0.0% | 21 | +17,671 | 13.38% | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Added to | 137,998 | 1,476 | 0.0% | 0.0% | 22 | +1,554 | 1.14% | Q4 2025 | Jan 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 134,200 | 1,436 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 118,230 | 1,265 | 0.02% | 0.01% | 24 | +41,190 | 53.47% | Q4 2025 | Jan 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 115,236 | 1,233 | 0.09% | 0.1% | 25 | -10,067 | -8.03% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 108,352 | 1,159 | 0.01% | 0.01% | 26 | -2,437 | -2.2% | Q4 2025 | Jan 05, 2026 |
| Intellus Advisors LLC | History | Reduced | 101,019 | 1,080 | 0.14% | 0.14% | 27 | -1,444 | -1.41% | Q4 2025 | Feb 06, 2026 |
| Nova R Wealth, Inc. | History | No change | 93,059 | 995 | 0.36% | 0.41% | 28 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 89,447 | 957 | 0.0% | 0.0% | 29 | -4,329 | -4.62% | Q4 2025 | Mar 16, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 78,678 | 841 | 0.01% | 0.02% | 30 | -11,515 | -12.77% | Q4 2025 | Jan 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 78,592 | 840 | 0.0% | 0.0% | 31 | +5,491 | 7.51% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 66,369 | 710 | 0.0% | 0.0% | 32 | +660 | 1.0% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | New | 53,009 | 567 | 0.0% | — | 33 | +53,009 | New | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 41,600 | 445 | 0.22% | 0.24% | 34 | -2,400 | -5.45% | Q4 2025 | Jan 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 38,570 | 412 | 0.0% | — | 35 | +38,570 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 32,466 | 347 | 0.0% | 0.0% | 36 | -2,312 | -6.65% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | New | 31,332 | 335 | 0.0% | — | 37 | +31,332 | New | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 31,294 | 334 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 30,980 | 331 | 0.0% | 0.0% | 39 | -8,952 | -22.42% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 26,010 | 278 | 0.01% | 0.01% | 40 | +29 | 0.11% | Q4 2025 | Jan 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,112 | 257 | 0.0% | 0.0% | 41 | +3,256 | 15.61% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,188 | 248 | 0.0% | 0.0% | 42 | +2,406 | 11.58% | Q4 2025 | Feb 17, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 22,908 | 245 | 0.16% | 0.17% | 43 | -243 | -1.05% | Q4 2025 | Jan 08, 2026 |
| Generation Capital Management LLC | History | Added to | 22,748 | 243 | 0.16% | 0.13% | 44 | +6,000 | 35.83% | Q4 2025 | Feb 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 22,500 | 240 | 0.05% | 0.04% | 45 | +2,475 | 12.36% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 22,300 | 238 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 21,640 | 231 | 0.14% | — | 47 | +21,640 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 21,508 | 230 | 0.0% | 0.0% | 48 | -1,223 | -5.38% | Q4 2025 | Feb 12, 2026 |
| Catalina Capital Group, LLC | History | No change | 20,515 | 219 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 20,378 | 218 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 20,300 | 217 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 20,146 | 215 | 0.0% | 0.0% | 52 | +2,500 | 14.17% | Q4 2025 | Feb 02, 2026 |
| Burford Brothers, Inc. | History | No change | 19,900 | 212 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 18,340 | 196 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 15,300 | 163 | 0.08% | — | 55 | +15,300 | New | Q4 2025 | Jan 09, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 14,813 | 158 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 14,000 | 149 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 13,838 | 148 | 0.01% | 0.01% | 58 | +1,620 | 13.26% | Q4 2025 | Feb 10, 2026 |
| Successful Portfolios LLC | History | No change | 13,428 | 143 | 0.07% | 0.08% | 59 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 13,400 | 143 | 0.05% | 0.06% | 60 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 12,965 | 138 | 0.0% | 0.0% | 61 | +1,071 | 9.0% | Q4 2025 | Feb 12, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 12,500 | 133 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 12,000 | 128 | 0.0% | — | 63 | +12,000 | New | Q4 2025 | Feb 05, 2026 |
| Tyche Wealth Partners LLC | History | No change | 11,940 | 127 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 10,555 | 112 | 0.01% | 0.01% | 65 | +40 | 0.38% | Q4 2025 | Feb 06, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 10,500 | 112 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Management, LLC | History | No change | 10,108 | 108 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 10,014 | 107 | 0.0% | — | 68 | +10,014 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 7,201 | 77 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 5,038 | 53 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 4,900 | 52 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,348 | 46 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elyxium Wealth, LLC | History | New | 4,158 | 44 | 0.01% | — | 73 | +4,158 | New | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | Reduced | 3,775 | 40 | 0.01% | 0.01% | 74 | -375 | -9.04% | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | Added to | 3,003 | 32 | 0.0% | 0.0% | 76 | +34 | 1.15% | Q4 2025 | Feb 02, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,000 | 32 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,539 | 27 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,389 | 25 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 2,123 | 22 | 0.0% | 0.0% | 79 | -800 | -27.37% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,563 | 16 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,408 | 15 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,229 | 13 | 0.0% | — | 82 | +1,229 | New | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | Added to | 1,255 | 13 | 0.01% | 0.01% | 83 | +74 | 6.27% | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,191 | 12 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Hilltop National Bank | History | No change | 780 | 8 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Elevated Capital Advisors, LLC | History | New | 595 | 6 | 0.0% | — | 87 | +595 | New | Q4 2025 | Jan 27, 2026 |
| Matisse Capital | History | Closed out | 0 | 0 | — | 0.77% | — | -166,367 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -25,814 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,360 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Private Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,093 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,432 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,257 | -100.0% | Q3 2025 | Nov 14, 2025 |