Security key
746922103
PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO)
CUSIP: 746922103
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / SH BEN INT
- Total 13F shares
- 8,730,459
- Share change
- +76,203
- Total reported value
- $89,940,680
- Price per share
- $10.30
- Number of holders
- 89
- Value change
- +$763,236
- Number of buys
- 40
- Number of sells
- 27
Report period
Q1 2026
Institutions
89
Top holders
10
PMO full security history
Previous quarter: Q4 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
|
663,914
|
$7,103,880 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
598,344
|
$6,402,281 | — | 31 Dec 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
518,691
|
$5,549,994 | — | 31 Dec 2025 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
493,396
|
$5,279,337 | — | 31 Dec 2025 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
472,403
|
$5,054,714 | — | 31 Dec 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
427,625
|
$4,575,587 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
401,211
|
$4,292,970 | — | 31 Dec 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
372,584
|
$3,986,650 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
372,017
|
$3,980,582 | — | 31 Dec 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
311,109
|
$3,328,866 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
303,910
|
$3,251,840 | — | 31 Dec 2025 | |
| Fiera Capital Corp |
13F
|
Company |
—
class O/S missing
|
283,503
|
$3,033,482 | — | 31 Dec 2025 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
—
class O/S missing
|
210,252
|
$2,250,000 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
179,156
|
$1,916,969 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
178,607
|
$1,911,095 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
165,413
|
$1,769,923 | — | 31 Dec 2025 | |
| Karpus Management, Inc. |
13F
|
Company |
—
class O/S missing
|
161,566
|
$1,728,756 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
159,253
|
$1,704,007 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
155,159
|
$1,660,204 | — | 31 Dec 2025 | |
| Worthington Financial Partners, LLC |
13F
|
Company |
—
class O/S missing
|
152,035
|
$1,626,777 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
149,715
|
$1,601,951 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
137,998
|
$1,476,578 | — | 31 Dec 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
134,200
|
$1,436,000 | — | 31 Dec 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
—
class O/S missing
|
118,230
|
$1,265,066 | — | 31 Dec 2025 | |
| SMITH, MOORE & CO. |
13F
|
Company |
—
class O/S missing
|
115,236
|
$1,233,022 | — | 31 Dec 2025 | |
| PARK AVENUE SECURITIES LLC |
13F
|
Company |
—
class O/S missing
|
108,352
|
$1,159,000 | — | 31 Dec 2025 | |
| Intellus Advisors LLC |
13F
|
Company |
—
class O/S missing
|
101,019
|
$1,080,903 | — | 31 Dec 2025 | |
| Nova R Wealth, Inc. |
13F
|
Company |
—
class O/S missing
|
93,059
|
$995,731 | — | 31 Dec 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
89,447
|
$957,093 | — | 31 Dec 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
78,678
|
$841,858 | — | 31 Dec 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
78,592
|
$840,942 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
66,369
|
$710,144 | — | 31 Dec 2025 | |
| Focus Partners Wealth |
13F
|
Company |
—
class O/S missing
|
53,009
|
$567,196 | — | 31 Dec 2025 | |
| Noble Wealth Management PBC |
13F
|
Company |
—
class O/S missing
|
41,600
|
$445,120 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
38,570
|
$412,000 | — | 31 Dec 2025 | |
| Aaron M. Cooper |
3/4/5
|
EVP & Chief Operating Officer, Putnam Investments |
—
class O/S missing
|
34,373
|
$354,734 | — | 11 Jul 2023 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
32,466
|
$347,000 | — | 31 Dec 2025 | |
| &PARTNERS |
13F
|
Company |
—
class O/S missing
|
31,332
|
$335,253 | — | 31 Dec 2025 | |
| TWIN FOCUS CAPITAL PARTNERS, LLC |
13F
|
Company |
—
class O/S missing
|
31,294
|
$334,846 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
30,980
|
$331,487 | — | 31 Dec 2025 | |
| Cyndeo Wealth Partners, LLC |
13F
|
Company |
—
class O/S missing
|
26,010
|
$278,305 | — | 31 Dec 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
24,112
|
$257,998 | — | 31 Dec 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
23,188
|
$248,112 | — | 31 Dec 2025 | |
| INTEGRATED CAPITAL MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
22,908
|
$245,110 | — | 31 Dec 2025 | |
| Generation Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
22,748
|
$243,404 | — | 31 Dec 2025 | |
| Ackerman Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
22,500
|
$240,750 | — | 31 Dec 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
22,300
|
$238,610 | — | 31 Dec 2025 | |
| Closed-End Fund Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
21,640
|
$231,548 | — | 31 Dec 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
21,508
|
$230,136 | — | 31 Dec 2025 | |
| Catalina Capital Group, LLC |
13F
|
Company |
—
class O/S missing
|
20,515
|
$219,511 | — | 31 Dec 2025 |
Institutional Holders of PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) as of Q1 2026
As of 31 Mar 2026,
PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) was held by
89 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,730,459 shares.
The largest 10 holders included
Advisors Asset Management, Inc., RIVERNORTH CAPITAL MANAGEMENT, LLC, GUGGENHEIM CAPITAL LLC, ROBINSON CAPITAL MANAGEMENT, LLC, Hennion & Walsh Asset Management, Inc., MELFA WEALTH MANAGEMENT, INC., MORGAN STANLEY, 1607 Capital Partners, LLC, COMMONWEALTH EQUITY SERVICES, LLC, and WELLS FARGO & COMPANY/MN.
This page lists
89
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
87
Q1 2026 holders
89
Holder diff
2
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.