PUTNAM MUNICIPAL OPPORTUNITIES TRUST - PMO
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 949,042 | 10,002 | 0.48% | 0.48% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 701,629 | 7,395 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 645,263 | 6,801 | 3.0% | 3.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 550,516 | 5,802 | 0.17% | 0.17% | 4 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 459,506 | 4,843 | 2.61% | 2.61% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | No change | 443,299 | 4,672 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 430,744 | 4,540 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 307,431 | 3,240 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 306,528 | 3,230 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 280,634 | 2,957 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 256,148 | 2,699 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 236,500 | 2,492 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 211,609 | 2,230 | 0.19% | 0.19% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 209,998 | 2,213 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 203,238 | 2,142 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 197,113 | 2,077 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 178,489 | 1,881 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 165,602 | 1,745 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COHEN & STEERS, INC. | History | No change | 162,200 | 1,710 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worthington Financial Partners, LLC | History | No change | 135,343 | 1,426 | 1.18% | 1.18% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 123,850 | 1,305 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 103,738 | 1,093 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fiera Capital Corp | History | No change | 93,752 | 988 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nova R Wealth, Inc. | History | No change | 93,059 | 980 | 0.29% | 0.29% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Intellus Advisors LLC | History | No change | 91,217 | 961 | 0.12% | 0.12% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 86,275 | 909 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 83,199 | 876 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 79,749 | 840 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 77,236 | 814 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 73,454 | 774 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 70,700 | 745 | 0.23% | 0.23% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Management PBC | History | Reduced | 79,196 | 723 | 0.32% | 0.39% | 32 | -3,275 | -3.97% | Q3 2026 | Oct 01, 2026 |
| Bank of New York Mellon Corp | History | No change | 59,765 | 629 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 57,807 | 609 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 44,254 | 466 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 40,461 | 426 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 37,350 | 393 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| &PARTNERS | History | No change | 31,844 | 335 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 31,294 | 329 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 29,331 | 309 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 29,279 | 309 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TORONTO DOMINION BANK | History | No change | 28,100 | 296 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 25,930 | 273 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Generation Capital Management LLC | History | No change | 22,748 | 239 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 21,640 | 228 | 0.22% | 0.22% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 21,216 | 223 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 21,009 | 221 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 20,300 | 213 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 20,200 | 212 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Burford Brothers, Inc. | History | No change | 19,900 | 209 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 19,778 | 208 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 18,340 | 193 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 18,014 | 189 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Karpus Management, Inc. | History | No change | 16,955 | 178 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 15,300 | 161 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,137 | 149 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 14,000 | 147 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Successful Portfolios LLC | History | No change | 13,428 | 142 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 13,400 | 141 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 12,756 | 134 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Smith Asset Management Co., LLC | History | No change | 12,549 | 132 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 12,500 | 131 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 12,262 | 129 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | No change | 12,000 | 126 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tyche Wealth Partners LLC | History | No change | 11,940 | 125 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 11,770 | 124 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 11,531 | 121 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 10,229 | 107 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Management, LLC | History | No change | 10,108 | 106 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakmont Investment Advisors, Inc. | History | No change | 10,000 | 105 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,353 | 98 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clear Street Group Inc. | History | No change | 5,050 | 53 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 4,900 | 51 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,348 | 45 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,226 | 34 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,000 | 31 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,908 | 30 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 3,123 | 29 | 0.0% | 0.0% | 78 | +49 | 1.59% | Q3 2026 | Oct 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,389 | 25 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,123 | 22 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,563 | 16 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,576 | 16 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,266 | 13 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,191 | 12 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Community Financial Services Group, LLC | History | No change | 935 | 10 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Hilltop National Bank | History | No change | 780 | 8 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 595 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | No change | 447 | 5 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |