PUTNAM MUNI OPPORTUNITIES TR (PMO) Institutional Ownership Changes & 13F Activity
PUTNAM MUNI OPPORTUNITIES TR (PMO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rivernorth Capital Management, Llc, Invesco Ltd., Ameriprise Financial Inc, Guggenheim Capital Llc, and Allspring Global Investments Holdings, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Sell | -99,500 | -32.0% | 211,609 | $2.23M | Q2 2026 | Sep 02, 2026 |
| Rivernorth Capital Management, Llc | Buy | +263,219 | +38.4% | 949,042 | $10.00M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +236,500 | — | 236,500 | $2.49M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +209,998 | — | 209,998 | $2.21M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Sell | -46,689 | -73.4% | 16,955 | $178.71K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +43,926 | +28.7% | 197,113 | $2.08M | Q2 2026 | Aug 14, 2026 |
| Toronto Dominion Bank | Buy | +28,100 | — | 28,100 | $296.17K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +12,063 | +37.5% | 44,254 | $466.44K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -12,029 | -4.1% | 280,634 | $2.96M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +11,770 | — | 11,770 | $124.00K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +7,893 | +1.1% | 701,629 | $7.40M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -7,855 | -8.6% | 83,199 | $876.92K | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Sell | -7,000 | -4.1% | 162,200 | $1.71M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -2,218 | -6.5% | 31,844 | $335.64K | Q2 2026 | Aug 14, 2026 |
| Van Eck Associates Corp | Buy | +2,189 | +0.9% | 256,148 | $2.70M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -2,092 | -6.7% | 29,331 | $309.00K | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +157,543 | +105.1% | 307,431 | $3.24M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +8,785 | +2.0% | 443,299 | $4.67M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -2,968 | -3.7% | 77,236 | $814.07K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -2,338 | -1.9% | 123,850 | $1.31M | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Sell | -168,147 | -28.1% | 430,744 | $4.54M | Q2 2026 | Aug 12, 2026 |
| Robinson Capital Management, Llc | Buy | +66,992 | +11.6% | 645,263 | $6.80M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +5,171 | +6.4% | 86,275 | $909.34K | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +5,050 | — | 5,050 | $53.23K | Q2 2026 | Aug 12, 2026 |
| Intellus Advisors Llc | Sell | -4,668 | -4.9% | 91,217 | $961.43K | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Buy | +4,099 | +5.4% | 79,749 | $840.55K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -3,800 | -15.3% | 21,009 | $221.44K | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, Llc | Sell | -2,421 | -5.6% | 40,461 | $426.46K | Q2 2026 | Aug 11, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +70,700 | — | 70,700 | $745.18K | Q2 2026 | Aug 10, 2026 |
| Moors & Cabot, Inc. | Buy | +157 | +1.1% | 14,137 | $149.01K | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about PMO activity
Which institutional owners are buying PMO?
Institutional owners buying PMO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PMO activity?
"Buy" means an investor increased their reported position in PMO compared to the prior reporting period. This reflects growing exposure to PUTNAM MUNI OPPORTUNITIES TR (PMO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PMO increasing?
Institutional interest in PMO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PMO Institutional Insights
- PMO Overview
- PMO 13F Institutional Holders
- PMO Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PMO Insider Trading & SEC Form 4 Activity
- PMO Articles
- Top Institutional Investor Stock Rankings