Security key
746922103
PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO)
CUSIP: 746922103
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / SH BEN INT
- Total 13F shares
- 8,663,642
- Share change
- +590,114
- Total reported value
- $92,699,258
- Price per share
- $10.70
- Number of holders
- 87
- Value change
- +$6,414,506
- Number of buys
- 35
- Number of sells
- 27
Report period
Q4 2025
Institutions
87
Top holders
10
PMO full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
PUTNAM MUNICIPAL OPPORTUNITIES TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 746922103
Recent filing periods:
Top shareholders of PMO - PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
607,756
|
$6,278,119 | — | 30 Sep 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
563,544
|
$5,821,410 | — | 30 Sep 2025 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
480,444
|
$4,962,983 | — | 30 Sep 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
447,956
|
$4,627,385 | — | 30 Sep 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
420,550
|
$4,344,282 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
384,451
|
$3,971,389 | — | 30 Sep 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
350,361
|
$3,619,229 | — | 30 Sep 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
320,652
|
$3,312,000 | — | 30 Sep 2025 | |
| Fiera Capital Corp |
13F
|
Company |
—
class O/S missing
|
288,875
|
$2,984,079 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
279,658
|
$2,888,868 | — | 30 Sep 2025 | |
| Karpus Management, Inc. |
13F
|
Company |
—
class O/S missing
|
256,492
|
$2,649,562 | — | 30 Sep 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
247,520
|
$2,556,882 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
187,989
|
$1,941,930 | — | 30 Sep 2025 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
—
class O/S missing
|
184,741
|
$1,908,000 | — | 30 Sep 2025 | |
| Matisse Capital |
13F
|
Company |
—
class O/S missing
|
166,367
|
$1,718,571 | — | 30 Sep 2025 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
160,455
|
$1,657,500 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
154,223
|
$1,593,124 | — | 30 Sep 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
152,045
|
$1,570,626 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
136,444
|
$1,409,467 | — | 30 Sep 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
134,200
|
$1,386,000 | — | 30 Sep 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
132,044
|
$1,364,015 | — | 30 Sep 2025 | |
| SMITH, MOORE & CO. |
13F
|
Company |
—
class O/S missing
|
125,303
|
$1,294,379 | — | 30 Sep 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
123,602
|
$1,276,805 | — | 30 Sep 2025 | |
| PARK AVENUE SECURITIES LLC |
13F
|
Company |
—
class O/S missing
|
110,789
|
$1,144,000 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
104,027
|
$1,074,599 | — | 30 Sep 2025 | |
| Intellus Advisors LLC |
13F
|
Company |
—
class O/S missing
|
102,463
|
$1,058,442 | — | 30 Sep 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
93,776
|
$968,713 | — | 30 Sep 2025 | |
| Nova R Wealth, Inc. |
13F
|
Company |
—
class O/S missing
|
93,059
|
$961,299 | — | 30 Sep 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
90,193
|
$931,697 | — | 30 Sep 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
—
class O/S missing
|
77,040
|
$795,822 | — | 30 Sep 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
73,101
|
$755,137 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
65,709
|
$678,769 | — | 30 Sep 2025 | |
| Noble Wealth Management PBC |
13F
|
Company |
—
class O/S missing
|
44,000
|
$454,520 | — | 30 Sep 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
39,932
|
$396,636 | — | 30 Sep 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
34,778
|
$359,000 | — | 30 Sep 2025 | |
| Aaron M. Cooper |
3/4/5
|
EVP & Chief Operating Officer, Putnam Investments |
—
class O/S missing
|
34,373
|
$354,734 | — | 11 Jul 2023 | |
| NorthCoast Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
32,000
|
$330,560 | — | 30 Sep 2025 | |
| TWIN FOCUS CAPITAL PARTNERS, LLC |
13F
|
Company |
—
class O/S missing
|
31,294
|
$323,267 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
30,076
|
$311,000 | — | 30 Sep 2025 | |
| Cyndeo Wealth Partners, LLC |
13F
|
Company |
—
class O/S missing
|
25,981
|
$268,380 | — | 30 Sep 2025 | |
| LEIGH BALDWIN & CO., LLC |
13F
|
Company |
—
class O/S missing
|
25,814
|
$266,665 | — | 30 Sep 2025 | |
| INTEGRATED CAPITAL MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
23,151
|
$239,152 | — | 30 Sep 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
22,731
|
$234,811 | — | 30 Sep 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
22,300
|
$230,359 | — | 30 Sep 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
20,856
|
$215,442 | — | 30 Sep 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
20,782
|
$214,678 | — | 30 Sep 2025 | |
| Catalina Capital Group, LLC |
13F
|
Company |
—
class O/S missing
|
20,515
|
$211,920 | — | 30 Sep 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
20,378
|
$210,505 | — | 30 Sep 2025 | |
| Cresset Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
20,300
|
$209,699 | — | 30 Sep 2025 | |
| Ackerman Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
20,025
|
$206,858 | — | 30 Sep 2025 |
Institutional Holders of PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) as of Q4 2025
As of 31 Dec 2025,
PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) was held by
87 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,663,642 shares.
The largest 10 holders included
GUGGENHEIM CAPITAL LLC, Advisors Asset Management, Inc., Hennion & Walsh Asset Management, Inc., ROBINSON CAPITAL MANAGEMENT, LLC, MELFA WEALTH MANAGEMENT, INC., RIVERNORTH CAPITAL MANAGEMENT, LLC, MORGAN STANLEY, Pathstone Holdings, LLC, WELLS FARGO & COMPANY/MN, and 1607 Capital Partners, LLC.
This page lists
87
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
85
Q4 2025 holders
87
Holder diff
2
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.