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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | History | Added to | 693,736 | 7,145 | 0.12% | 0.11% | 1 | +95,392 | 15.94% | Q1 2026 | May 15, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 685,823 | 7,063 | 0.35% | 0.22% | 2 | +258,198 | 60.38% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 598,891 | 6,168 | 0.05% | 0.05% | 3 | -65,023 | -9.79% | Q1 2026 | May 15, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 578,271 | 5,973 | 2.5% | 2.16% | 4 | +84,875 | 17.2% | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 561,941 | 5,787 | 0.19% | 0.19% | 5 | +43,250 | 8.34% | Q1 2026 | May 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 472,403 | 4,865 | 2.79% | 2.91% | 6 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MORGAN STANLEY | History | Added to | 434,514 | 4,475 | 0.0% | 0.0% | 7 | +33,303 | 8.3% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | No change | 311,109 | 3,204 | 0.23% | 0.23% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 307,913 | 3,171 | 0.0% | 0.0% | 9 | +4,003 | 1.32% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 292,663 | 3,014 | 0.0% | 0.0% | 10 | -79,354 | -21.33% | Q1 2026 | May 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 253,959 | 2,616 | 0.0% | 0.0% | 11 | +43,707 | 20.79% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 245,806 | 2,531 | 0.01% | 0.02% | 12 | -126,778 | -34.03% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 214,829 | 2,212 | 0.0% | 0.0% | 13 | +35,673 | 19.91% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 195,019 | 2,008 | 0.0% | 0.0% | 14 | +35,766 | 22.46% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 183,902 | 1,894 | 0.0% | 0.0% | 15 | +5,295 | 2.96% | Q1 2026 | May 06, 2026 |
| COHEN & STEERS, INC. | History | Added to | 169,200 | 1,743 | 0.0% | 0.0% | 16 | +35,000 | 26.08% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 162,789 | 1,676 | 0.0% | 0.0% | 17 | -2,624 | -1.59% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 153,187 | 1,577 | 0.0% | 0.0% | 18 | -1,972 | -1.27% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 149,888 | 1,543 | 0.0% | 0.0% | 19 | +173 | 0.12% | Q1 2026 | May 05, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 142,771 | 1,470 | 1.26% | 1.44% | 20 | -9,264 | -6.09% | Q1 2026 | Apr 21, 2026 |
| UBS Group AG | History | Reduced | 126,188 | 1,299 | 0.0% | 0.0% | 21 | -11,810 | -8.56% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 106,033 | 1,092 | 0.01% | 0.01% | 22 | -2,319 | -2.14% | Q1 2026 | Apr 07, 2026 |
| Fiera Capital Corp | History | Reduced | 98,624 | 1,015 | 0.0% | 0.01% | 23 | -184,879 | -65.21% | Q1 2026 | May 12, 2026 |
| Intellus Advisors LLC | History | Reduced | 95,885 | 987 | 0.13% | 0.14% | 24 | -5,134 | -5.08% | Q1 2026 | May 07, 2026 |
| Nova R Wealth, Inc. | History | No change | 93,059 | 958 | 0.31% | 0.36% | 25 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,054 | 937 | 0.0% | 0.0% | 26 | +24,685 | 37.19% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 81,104 | 835 | 0.0% | 0.0% | 27 | +2,512 | 3.2% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 80,204 | 826 | 0.0% | 0.0% | 28 | -9,243 | -10.33% | Q1 2026 | May 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 76,842 | 791 | 0.02% | 0.02% | 29 | -41,388 | -35.01% | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 75,650 | 779 | 0.06% | 0.09% | 30 | -39,586 | -34.35% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 73,904 | 761 | 0.01% | 0.01% | 31 | -4,774 | -6.07% | Q1 2026 | Apr 17, 2026 |
| Karpus Management, Inc. | History | Reduced | 63,644 | 655 | 0.02% | 0.05% | 32 | -97,922 | -60.61% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | New | 48,497 | 499 | 0.0% | — | 33 | +48,497 | New | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | New | 42,882 | 441 | 0.01% | — | 34 | +42,882 | New | Q1 2026 | May 12, 2026 |
| Noble Wealth Management PBC | History | Added to | 42,750 | 440 | 0.22% | 0.22% | 35 | +1,150 | 2.76% | Q1 2026 | Apr 02, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 38,427 | 395 | 0.08% | 0.05% | 36 | +15,927 | 70.79% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 34,062 | 350 | 0.0% | 0.0% | 37 | +2,730 | 8.71% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,830 | 338 | 0.0% | 0.0% | 38 | +364 | 1.12% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 32,191 | 331 | 0.0% | 0.0% | 39 | +1,211 | 3.91% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 31,423 | 324 | 0.0% | 0.0% | 40 | -7,147 | -18.53% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 31,294 | 322 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 28,522 | 293 | 0.02% | 0.01% | 42 | +2,512 | 9.66% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 25,930 | 267 | 0.0% | 0.0% | 43 | +3,630 | 16.28% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Reduced | 24,809 | 255 | 0.0% | 0.0% | 44 | -28,200 | -53.2% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,229 | 249 | 0.0% | 0.0% | 45 | +1,041 | 4.49% | Q1 2026 | May 15, 2026 |
| Generation Capital Management LLC | History | No change | 22,748 | 234 | 0.17% | 0.16% | 46 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 21,640 | 222 | 0.23% | 0.14% | 47 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Catalina Capital Group, LLC | History | No change | 20,515 | 211 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 20,300 | 209 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 20,173 | 207 | 0.0% | 0.0% | 50 | +27 | 0.13% | Q1 2026 | Apr 23, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 20,076 | 206 | 0.14% | 0.16% | 51 | -2,832 | -12.36% | Q1 2026 | May 07, 2026 |
| Burford Brothers, Inc. | History | No change | 19,900 | 204 | 0.08% | 0.09% | 52 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 19,778 | 203 | 0.0% | 0.0% | 53 | -600 | -2.94% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 18,340 | 188 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,708 | 161 | 0.0% | 0.0% | 55 | -8,404 | -34.85% | Q1 2026 | May 05, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 15,300 | 157 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 14,000 | 144 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Moors & Cabot, Inc. | History | Added to | 13,980 | 143 | 0.01% | 0.01% | 58 | +142 | 1.03% | Q1 2026 | May 08, 2026 |
| Smith Asset Management Co., LLC | History | New | 13,742 | 141 | 0.12% | — | 59 | +13,742 | New | Q1 2026 | May 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 13,400 | 138 | 0.06% | 0.05% | 60 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Successful Portfolios LLC | History | No change | 13,428 | 137 | 0.08% | 0.07% | 61 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 12,756 | 131 | 0.04% | 0.05% | 62 | -2,057 | -13.89% | Q1 2026 | Apr 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 12,500 | 128 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | New | 12,262 | 126 | 0.01% | — | 64 | +12,262 | New | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | No change | 12,000 | 123 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | No change | 11,940 | 122 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 11,016 | 113 | 0.01% | 0.01% | 67 | +461 | 4.37% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 10,108 | 104 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,379 | 96 | 0.0% | 0.0% | 69 | +6,840 | 269.4% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | No change | 7,201 | 74 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 5,038 | 53 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 4,900 | 50 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,348 | 46 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Activest Wealth Management | History | Added to | 4,150 | 42 | 0.01% | 0.01% | 74 | +375 | 9.93% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 3,226 | 33 | 0.0% | — | 75 | +3,226 | New | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 3,036 | 31 | 0.0% | 0.0% | 76 | +33 | 1.1% | Q1 2026 | Apr 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,000 | 30 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,908 | 29 | 0.0% | 0.0% | 78 | +1,500 | 106.53% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,483 | 25 | 0.0% | — | 79 | +2,483 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,389 | 24 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 2,200 | 22 | 0.0% | — | 81 | +2,200 | New | Q1 2026 | May 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,123 | 21 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,563 | 16 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,266 | 13 | 0.0% | — | 84 | +1,266 | New | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,234 | 12 | 0.0% | 0.0% | 86 | +5 | 0.41% | Q1 2026 | May 01, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,191 | 12 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Community Financial Services Group, LLC | History | New | 935 | 9 | 0.0% | — | 88 | +935 | New | Q1 2026 | Apr 08, 2026 |
| Hilltop National Bank | History | No change | 780 | 8 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Western Wealth Management, LLC | History | New | 640 | 6 | 0.0% | — | 91 | +640 | New | Q1 2026 | May 19, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 595 | 6 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -21,508 | -100.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,965 | -100.0% | Q1 2026 | May 12, 2026 |
| Wellspring Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,500 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,014 | -100.0% | Q1 2026 | May 04, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,158 | -100.0% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,255 | -100.0% | Q1 2026 | May 14, 2026 |