PUTNAM MUNI OPPORTUNITIES TR (PMO) Institutional Shareholders
PUTNAM MUNI OPPORTUNITIES TR (PMO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $84.19M in PMO holdings during the latest filing period.
Advisors Asset Management, Inc. is currently the largest disclosed institutional shareholder of PMO tracked by InsiderSet, reporting ownership valued at approximately $7.15M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.08M, representing an estimated loss of -0.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed PMO value among the investors covered in this analysis. Major shareholders include Advisors Asset Management, Inc., Rivernorth Capital Management, Llc, Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in PUTNAM MUNI OPPORTUNITIES TR (PMO).
This page ranks the largest institutional PMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
87
Total Reported Value
$84.19M
Largest Holder
Advisors Asset Management, Inc.
Largest Position
$7.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 0.12% | 693,736 | $7,145,481 | $7,076,107 | -$69,374 | -0.97% | |
| Rivernorth Capital Management, Llc | 0.35% | 685,823 | $7,063,977 | $6,995,395 | -$68,582 | -0.97% | |
| Guggenheim Capital Llc | 0.05% | 598,891 | $6,168,577 | $6,108,688 | -$59,889 | -0.97% | |
| Robinson Capital Management, Llc | 2.67% | 578,271 | $5,973,539 | $5,898,364 | -$75,175 | -1.26% | |
| Hennion & Walsh Asset Management, Inc. | 0.17% | 550,516 | $5,802,439 | $5,615,263 | -$187,176 | -3.23% | |
| Melfa Wealth Management, Inc. | 2.61% | 459,506 | $4,843,192 | $4,686,961 | -$156,231 | -3.23% | |
| Morgan Stanley | 0.00% | 434,514 | $4,475,506 | $4,432,043 | -$43,463 | -0.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 306,528 | $3,230,810 | $3,126,586 | -$104,224 | -3.23% | |
| 1607 Capital Partners, Llc | 0.23% | 311,109 | $3,204,423 | $3,173,312 | -$31,111 | -0.97% | |
| Wells Fargo & Company/Mn | 0.00% | 292,663 | $3,014,426 | $2,985,163 | -$29,263 | -0.97% | |
| Pathstone Holdings, Llc | 0.01% | 245,806 | $2,531,802 | $2,507,221 | -$24,581 | -0.97% | |
| Ameriprise Financial Inc | 0.00% | 214,829 | $2,212,734 | $2,191,256 | -$21,478 | -0.97% | |
| Invesco Ltd. | 0.00% | 195,019 | $2,008,696 | $1,989,194 | -$19,502 | -0.97% | |
| Lpl Financial Llc | 0.00% | 183,902 | $1,894,189 | $1,875,800 | -$18,389 | -0.97% | |
| Envestnet Asset Management Inc | 0.00% | 162,789 | $1,676,725 | $1,660,448 | -$16,277 | -0.97% | |
| Bank Of America Corp | 0.00% | 153,187 | $1,577,822 | $1,562,507 | -$15,315 | -0.97% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 149,888 | $1,543,846 | $1,528,858 | -$14,988 | -0.97% | |
| Worthington Financial Partners, Llc | 1.18% | 135,343 | $1,426,514 | $1,380,499 | -$46,015 | -3.23% | |
| Ubs Group Ag | 0.00% | 126,188 | $1,299,736 | $1,287,118 | -$12,618 | -0.97% | |
| Fiera Capital Corp | 0.00% | 98,624 | $1,015,827 | $1,005,965 | -$9,862 | -0.97% | |
| Intellus Advisors Llc | 0.13% | 95,885 | $987,615 | $978,027 | -$9,588 | -0.97% | |
| Nova R Wealth, Inc. | 0.29% | 93,059 | $980,842 | $949,202 | -$31,640 | -3.23% | |
| Raymond James Financial Inc | 0.00% | 91,054 | $937,856 | $928,751 | -$9,105 | -0.97% | |
| Noble Wealth Management Pbc | 0.40% | 82,471 | $869,244 | $841,204 | -$28,040 | -3.23% | |
| Stifel Financial Corp | 0.00% | 81,104 | $835,369 | $827,261 | -$8,108 | -0.97% | |
| Rockefeller Capital Management L.P. | 0.00% | 80,204 | $826,104 | $818,081 | -$8,023 | -0.97% | |
| Smith, Moore & Co. | 0.06% | 75,650 | $779,198 | $771,630 | -$7,568 | -0.97% | |
| Capital Investment Advisors, Llc | 0.01% | 73,904 | $761,215 | $753,821 | -$7,394 | -0.97% | |
| Karpus Management, Inc. | 0.02% | 63,644 | $655,533 | $649,169 | -$6,364 | -0.97% | |
| Riverbridge Partners Llc | 0.02% | 57,807 | $609,281 | $589,631 | -$19,650 | -3.23% | |
| Bank Of New York Mellon Corp | 0.00% | 48,497 | $499,521 | $494,669 | -$4,852 | -0.97% | |
| Summit Trail Advisors, Llc | 0.01% | 42,882 | $441,682 | $437,396 | -$4,286 | -0.97% | |
| Cyndeo Wealth Partners, Llc | 0.02% | 37,350 | $393,667 | $380,970 | -$12,697 | -3.23% | |
| &Partners | 0.00% | 34,062 | $350,838 | $347,432 | -$3,406 | -0.97% | |
| Osaic Holdings, Inc. | 0.00% | 32,191 | $331,569 | $328,348 | -$3,221 | -0.97% | |
| Twin Focus Capital Partners, Llc | 0.03% | 31,294 | $329,839 | $319,199 | -$10,640 | -3.23% | |
| Royal Bank Of Canada | 0.00% | 31,423 | $324,000 | $320,515 | -$3,485 | -1.08% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 25,930 | $267,079 | $264,486 | -$2,593 | -0.97% | |
| Focus Partners Wealth | 0.00% | 24,809 | $255,533 | $253,052 | -$2,481 | -0.97% | |
| Susquehanna International Group, Llp | 0.00% | 24,229 | $249,559 | $247,136 | -$2,423 | -0.97% | |
| Generation Capital Management Llc | 0.17% | 22,748 | $234,304 | $232,030 | -$2,274 | -0.97% | |
| Closed-End Fund Advisors, Inc. | 0.22% | 21,640 | $228,086 | $220,728 | -$7,358 | -3.23% | |
| Ackerman Capital Advisors, Llc | 0.05% | 21,216 | $223,617 | $216,403 | -$7,214 | -3.23% | |
| Catalina Capital Group, Llc | 0.13% | 20,515 | $211,305 | $209,253 | -$2,052 | -0.97% | |
| Burford Brothers, Inc. | 0.08% | 19,900 | $209,746 | $202,980 | -$6,766 | -3.23% | |
| Cresset Asset Management, Llc | 0.00% | 20,300 | $209,090 | $207,060 | -$2,030 | -0.97% | |
| Oppenheimer & Co Inc | 0.00% | 20,173 | $207,782 | $205,765 | -$2,017 | -0.97% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 19,778 | $203,713 | $201,736 | -$1,977 | -0.97% | |
| Concurrent Investment Advisors, Llc | 0.00% | 18,340 | $193,304 | $187,068 | -$6,236 | -3.23% | |
| Integrated Capital Management, Inc. | 0.13% | 18,014 | $189,872 | $183,743 | -$6,129 | -3.23% |
Frequently asked questions about PMO
Who owns the most PMO stock?
The largest holders of PMO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PUTNAM MUNI OPPORTUNITIES TR (PMO).
Is PMO widely held by superinvestors?
Many widely followed stocks like PMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PMO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.