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Get Institutions for : 
Putnam Municipal Opportunities Trust (PMO)  
$10.01 0.01 (0.1%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 81    8
Total shares held : 
 6,488,431  
% of shares held : 
 17.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 1,101,947  
% of shares held change : 
   2.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.30  
Last Quarter's Ending Price : 
 $10.16  
Last Quarter's Average Price : 
 $10.28  
Change from last quarter's     
avg. price to the last closing  : 
0.27 (2.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 787,307
 12.13%
 
Increased Positions :
22
 855,572
 13.19%
 
Unchanged Positions :
24
 338,169
 5.21%
 
Decreased Positions :
21
-481,381
-7.42%
 
Closed Positions :
6
-59,551
-0.92%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ROBINSON CAPITAL MANAGEMENT LLC 7 - 2024-03-31 935,354 $9,148,000 32,407
   MELFA WEALTH MANAGEMENT LLC 2 - 2024-03-31 482,371 $4,901,000 -2,596
   FIERA SCEPTRE INC. 217 - 2024-03-31 467,939 $4,754,000 -137,715
   COMMONWEALTH EQUITY SERVICES LLC. 1419 - 2024-03-31 328,355 $3,336,000 -1,122
   AMERIPRISE FINANCIAL INC 2591 - 2024-03-31 293,761 $2,977,000 -358,261
   UBS Group AG 2689 - 2024-03-31 275,250 $2,797,000 -11,976
   MORGAN STANLEY 4376 - 2024-03-31 223,001 $2,266,000 1,631
   RAYMOND JAMES & ASSOCIATES 2075 - 2024-03-31 219,888 $2,234,000 4,489
   VAN ECK ASSOCIATES CORP 842 - 2024-03-31 203,372 $2,066,000 -32,911
   FIXED INCOME SECURITIES INC 624 - 2024-03-31 156,288 $1,588,000 -3,177
   BANK OF AMERICA CORP /DE/ 3764 - 2024-03-31 151,646 $1,541,000 3,581
   Rockefeller Capital Management L.P. 1168 - 2024-03-31 125,535 $1,275,000 12,720
   ENVESTNET ASSET MANAGEMENT INC 2868 *New 2024-03-31 121,770 $1,237,000 121,770
   Advisor Group Holdings Inc. 2157 - 2024-03-31 118,534 $1,204,000 -3,517
   PARK AVENUE SECURITIES LLC 586 *New 2024-03-31 115,800 $1,177,000 115,800
   Capital Investment Advisors LLC 273 - 2024-03-31 109,074 $1,108,000 -1,861
   Nova R Wealth Inc. 38 - 2024-03-31 99,997 $1,016,000 0
   WELLS FARGO & CO/MN 2998 - 2024-03-31 98,613 $1,002,000 34,306
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 299 - 2024-03-31 96,565 $981,000 -9,599
   INVESCO LTD 2944 - 2024-03-31 88,683 $901,000 -25,686
   Baird Financial Group Inc. 1267 - 2024-03-31 68,287 $694,000 -3,600
   Logan Stone Capital LLC 94 *New 2024-03-31 67,076 $681,000 67,076
   NINE MASTS CAPITAL Ltd 39 *New 2024-03-31 65,146 $662,000 65,146
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2025 - 2024-03-31 64,131 $652,000 -1,717
   1ST SOURCE BANK 166 - 2024-03-31 61,894 $629,000 -2,217
   LPL FINANCIAL CORP 3597 - 2024-03-31 56,063 $570,000 -6,789
   OPPENHEIMER & CO INC 950 - 2024-03-31 55,573 $565,000 109
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1209 - 2024-03-31 53,058 $539,000 -597
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2463 - 2024-03-31 50,957 $518,000 -3,820
   GOODWIN DANIEL L 48 - 2023-09-30 51,866 $477,000 0
   SMITH MOORE & CO. 317 - 2024-03-31 35,954 $365,000 3,545
   BANK OF MONTREAL /CAN/ 2276 - 2024-03-31 31,613 $363,000 -7,428
   TECTONIC ADVISORS LLC 259 - 2024-03-31 34,338 $349,000 347
   Lakeview Capital Partners LLC 302 - 2024-03-31 33,889 $344,000 5,391
   Relative Value Partners Group LLC 228 - 2024-03-31 32,000 $334,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 114 - 2024-03-31 31,294 $318,000 0
   NOMURA HOLDINGS INC 674 - 2024-03-31 29,175 $296,000 15,925
   COHEN & STEERS INC 316 - 2024-03-31 27,923 $284,000 0
   IFP Advisors Inc 792 - 2023-12-31 26,920 $275,000 299
   STIFEL FINANCIAL CORP 2956 - 2024-03-31 26,167 $266,000 4,200
   Goss Wealth Management LLC 1691 - 2024-03-31 25,518 $259,000 2,368
   PUTNAM INVESTMENTS LLC 1025 *New 2023-12-31 24,892 $255,000 24,892
   Tyche Wealth Partners LLC 232 - 2024-03-31 23,698 $241,000 13
   Cresset Asset Management LLC 1700 - 2024-03-31 22,180 $226,000 280
   GILL CAPITAL PARTNERS LLC 107 - 2024-03-31 23,090 $224,000 0
   Burford Brothers Inc. 140 - 2024-03-31 19,900 $202,000 0
   Ellis Investment Partners LLC 223 - 2024-03-31 18,805 $191,000 190
   MILLENNIUM MANAGEMENT LLC 3557 - 2024-03-31 18,517 $188,000 -26,704
   Integrated Capital Management Inc. 62 *New 2024-03-31 16,594 $169,000 16,594
   Cetera Investment Advisers 3376 - 2024-03-31 15,703 $160,000 15,703
   Collaborative Wealth Managment Inc. 167 - 2024-03-31 15,324 $156,000 0
   MULTIFINANCIAL SECURITIES CORP 2250 *New 2024-03-31 15,282 $155,000 15,282
   Concurrent Investment Advisors LLC 822 - 2024-03-31 15,110 $154,000 381
   ARS Wealth Advisors Group LLC 165 - 2024-03-31 15,094 $153,000 0
   Massey Quick & Co. LLC 407 - 2024-03-31 14,710 $149,000 1,491
   NATIONAL ASSET MANAGEMENT, INC. 1312 - 2024-03-31 16,182 $149,000 -688
   Spire Wealth Management 884 - 2024-03-31 14,000 $142,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 188 - 2024-03-31 14,000 $142,000 0
   Moors & Cabot Inc. 844 - 2024-03-31 13,909 $141,000 1,570
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4697 - 2024-03-31 13,806 $140,000 -15,614
   STALEY CAPITAL ADVISERS INC 174 - 2024-03-31 12,500 $127,000 0
   Successful Portfolios LLC 166 - 2024-03-31 12,428 $126,000 0
   Sheaff Brock Investment Advisors LLC 461 - 2024-03-31 12,000 $122,000 0
   Private Wealth Advisors LLC 74 - 2024-03-31 11,774 $120,000 0
   ROYAL BANK OF CANADA 4556 - 2024-03-31 10,845 $110,000 -10,495
   Granite Springs Asset Management LLC 158 - 2024-03-31 10,488 $107,000 0
   Summit Trail Advisors LLC 581 - 2024-03-31 10,420 $106,000 -2,023
   Financial Network Wealth Management LLC 42 - 2024-03-31 10,401 $103,000 -849
   Sonora Investment Management Group LLC 245 - 2024-03-31 10,000 $102,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 955 - 2024-03-31 9,927 $101,000 0
   Farther Finance Advisors LLC 1081 - 2024-03-31 6,638 $67,000 0
   J P MORGAN CHASE & CO 4678 *New 2024-03-31 5,280 $54,000 5,280
   US BANCORP 2718 - 2024-03-31 4,545 $46,000 0
   COMERICA BANK 2774 - 2024-03-31 4,381 $45,000 -29
   WOLVERINE ASSET MANAGEMENT LLC 643 - 2024-03-31 3,670 $37,000 1,970
   ST GERMAIN D J CO INC 436 - 2024-03-31 3,000 $30,000 0
   FIFTH THIRD BANCORP 1586 - 2024-03-31 2,539 $26,000 0
   UMB BANK N A/MO 1054 - 2024-03-31 2,034 $21,000 -665
   HARBOUR INVESTMENTS INC. 2001 - 2023-12-31 1,408 $14,000 0
   Mascoma Wealth Management LLC 296 - 2024-03-31 1,191 $12,000 0
   Anchor Investment Management LLC 775 - 2024-03-31 1,000 $10,000 0
   Hilltop National Bank 655 - 2024-03-31 780 $8,000 0
   TOWER RESEARCH CAPITAL LLC 4626 *New 2024-03-31 509 $5,000 509
   Geneos Wealth Management Inc. 1722 - 2024-03-31 521 $5,000 0
   FNY Investment Advisers LLC 496 - 2024-03-31 400 $4,000 0
   Global Retirement Partners LLC 2435 - 2024-03-31 348 $4,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 2001 - 2024-03-31 173 $2,000 0
   HIGHTOWER ADVISORS, LLC 3276 *Closed 2024-03-31 0 $0 -11,332
   ADVISORY SERVICES NETWORK, LLC 2489 *Closed 2024-03-31 0 $0 0
   MOODY NATIONAL BANK TRUST DIVISION 489 *Closed 2024-03-31 0 $0 -11,681
   PROEQUITIES INC. 8459 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6598 *Closed 2024-03-31 0 $0 -13,961
   SABA CAPITAL MANAGEMENT, L.P. 435 *Closed 2024-03-31 0 $0 -283,022
   ELEQUIN CAPITAL LP 439 *Closed 2024-03-31 0 $0 -10,464
  94 Records found
  1    
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