PMO Institutional Ownership & Shareholders
PUTNAM MUNI OPPORTUNITIES TR (PMO) is currently held by 83 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $85.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Rivernorth Capital Management, Llc is currently the largest disclosed institutional shareholder of PMO tracked by InsiderSet, reporting ownership valued at approximately $10.00M in its June 30, 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 $9.51M, representing an estimated loss of -4.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed PMO value among the investors covered in this analysis. Major shareholders include Rivernorth Capital Management, Llc, Robinson Capital Management, Llc, Melfa Wealth Management, Inc., 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
83
Total Reported Value
$85.48M
Largest Holder
Rivernorth Capital Management, Llc
Largest Position
$10.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rivernorth Capital Management, Llc | 0.48% | 949,042 | $10,002,903 | $9,509,401 | -$493,502 | -4.93% | |
| Robinson Capital Management, Llc | 3.00% | 645,263 | $6,801,072 | $6,465,535 | -$335,537 | -4.93% | |
| Melfa Wealth Management, Inc. | 2.61% | 459,506 | $4,843,192 | $4,604,250 | -$238,942 | -4.93% | |
| Morgan Stanley | 0.00% | 443,299 | $4,672,384 | $4,441,856 | -$230,528 | -4.93% | |
| Guggenheim Capital Llc | 0.03% | 430,744 | $4,540,042 | $4,316,055 | -$223,987 | -4.93% | |
| Hennion & Walsh Asset Management, Inc. | 0.13% | 496,370 | $4,536,822 | $4,973,627 | +$436,805 | +9.63% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 307,431 | $3,240,323 | $3,080,459 | -$159,864 | -4.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 306,528 | $3,230,810 | $3,071,411 | -$159,399 | -4.93% | |
| Wells Fargo & Company/Mn | 0.00% | 280,634 | $2,957,882 | $2,811,953 | -$145,929 | -4.93% | |
| Van Eck Associates Corp | 0.00% | 256,148 | $2,699,800 | $2,566,603 | -$133,197 | -4.93% | |
| Pathstone Holdings, Llc | 0.01% | 245,806 | $2,531,802 | $2,462,976 | -$68,826 | -2.72% | |
| Invesco Ltd. | 0.00% | 236,500 | $2,492,710 | $2,369,730 | -$122,980 | -4.93% | |
| 1607 Capital Partners, Llc | 0.19% | 211,609 | $2,230,359 | $2,120,322 | -$110,037 | -4.93% | |
| Ameriprise Financial Inc | 0.00% | 209,998 | $2,213,375 | $2,104,180 | -$109,195 | -4.93% | |
| Bank Of America Corp | 0.00% | 197,113 | $2,077,573 | $1,975,072 | -$102,501 | -4.93% | |
| Lpl Financial Llc | 0.00% | 178,489 | $1,881,274 | $1,788,460 | -$92,814 | -4.93% | |
| Advisors Asset Management, Inc. | 0.03% | 127,688 | $1,838,707 | $1,279,434 | -$559,273 | -30.42% | |
| Envestnet Asset Management Inc | 0.00% | 165,602 | $1,745,449 | $1,659,332 | -$86,117 | -4.93% | |
| Cohen & Steers, Inc. | 0.00% | 162,200 | $1,710,000 | $1,625,244 | -$84,756 | -4.96% | |
| Ubs Group Ag | 0.00% | 123,850 | $1,305,379 | $1,240,977 | -$64,402 | -4.93% | |
| Worthington Financial Partners, Llc | 1.01% | 130,208 | $1,190,102 | $1,304,684 | +$114,582 | +9.63% | |
| Fiera Capital Corp | 0.00% | 93,752 | $988,146 | $939,395 | -$48,751 | -4.93% | |
| Intellus Advisors Llc | 0.12% | 91,217 | $961,427 | $913,994 | -$47,433 | -4.93% | |
| Stifel Financial Corp | 0.00% | 86,275 | $909,343 | $864,476 | -$44,868 | -4.93% | |
| Raymond James Financial Inc | 0.00% | 83,199 | $876,916 | $833,654 | -$43,262 | -4.93% | |
| Nova R Wealth, Inc. | 0.25% | 93,059 | $850,559 | $932,451 | +$81,892 | +9.63% | |
| Smith, Moore & Co. | 0.05% | 79,749 | $840,551 | $799,085 | -$41,466 | -4.93% | |
| Rockefeller Capital Management L.P. | 0.00% | 77,236 | $814,068 | $773,905 | -$40,163 | -4.93% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.23% | 70,700 | $745,178 | $708,414 | -$36,764 | -4.93% | |
| Noble Wealth Management Pbc | 0.33% | 79,196 | $723,851 | $793,544 | +$69,693 | +9.63% | |
| Capital Investment Advisors, Llc | 0.01% | 69,679 | $636,869 | $698,184 | +$61,315 | +9.63% | |
| Bank Of New York Mellon Corp | 0.00% | 59,765 | $629,919 | $598,845 | -$31,074 | -4.93% | |
| Riverbridge Partners Llc | 0.02% | 57,807 | $609,281 | $579,226 | -$30,055 | -4.93% | |
| Osaic Holdings, Inc. | 0.00% | 44,254 | $466,435 | $443,425 | -$23,010 | -4.93% | |
| Summit Trail Advisors, Llc | 0.01% | 40,461 | $426,461 | $405,419 | -$21,042 | -4.93% | |
| Ackerman Capital Advisors, Llc | 0.07% | 40,047 | $366,030 | $401,271 | +$35,241 | +9.63% | |
| &Partners | 0.00% | 31,844 | $335,636 | $319,077 | -$16,559 | -4.93% | |
| Twin Focus Capital Partners, Llc | 0.03% | 31,294 | $329,839 | $313,566 | -$16,273 | -4.93% | |
| Royal Bank Of Canada | 0.00% | 29,331 | $309,000 | $293,897 | -$15,103 | -4.89% | |
| Toronto Dominion Bank | 0.00% | 28,100 | $296,174 | $281,562 | -$14,612 | -4.93% | |
| Burford Brothers, Inc. | 0.10% | 30,200 | $276,028 | $302,604 | +$26,576 | +9.63% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 25,930 | $273,302 | $259,819 | -$13,483 | -4.93% | |
| Concurrent Investment Advisors, Llc | 0.00% | 27,550 | $251,807 | $276,051 | +$24,244 | +9.63% | |
| Generation Capital Management Llc | 0.15% | 22,748 | $239,764 | $227,935 | -$11,829 | -4.93% | |
| Closed-End Fund Advisors, Inc. | 0.22% | 21,640 | $228,086 | $216,833 | -$11,253 | -4.93% | |
| Focus Partners Wealth | 0.00% | 21,009 | $221,435 | $210,510 | -$10,925 | -4.93% | |
| Cresset Asset Management, Llc | 0.00% | 20,300 | $213,962 | $203,406 | -$10,556 | -4.93% | |
| Catalina Capital Group, Llc | 0.13% | 20,515 | $211,305 | $205,560 | -$5,745 | -2.72% | |
| Oppenheimer & Co Inc | 0.00% | 20,237 | $184,966 | $202,775 | +$17,809 | +9.63% | |
| Karpus Management, Inc. | 0.01% | 16,955 | $178,706 | $169,889 | -$8,817 | -4.93% |
Frequently asked questions about PMO
Who are the largest institutional holders of PMO?
The largest institutional holders of PMO reported in the latest SEC Form 13F filings include Rivernorth Capital Management, Llc, Robinson Capital Management, Llc, Melfa Wealth Management, Inc., Morgan Stanley, and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported PMO position.
What is PMO institutional ownership?
This page tracks PMO positions reported by institutional investment managers through SEC Form 13F. PUTNAM MUNI OPPORTUNITIES TR (PMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PMO?
InsiderSet currently tracks 83 institutional managers reporting PMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PMO shareholders.
How much PMO stock do institutions own?
Institutional investment managers disclosed approximately $85.48M in PMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PMO institutional ownership last updated?
The latest PMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PMO position after the reporting date.
Are institutions buying or selling PMO?
Institutional buying and selling can be analyzed by comparing PMO positions across consecutive 13F reporting periods. InsiderSet's PMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PMO ownership changes.
How has PMO institutional ownership changed over time?
InsiderSet tracks PMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.