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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Guggenheim Capital Llc, Robinson Capital Management, Llc, Rivernorth Capital Management, Llc, Advisors Asset Management, Inc., and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -420,550 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Worthington Financial Partners, Llc | Buy | +152,035 | — | 152,035 | $1.63M | Q4 2025 | Mar 05, 2026 |
| Anchor Investment Management, Llc | Buy | +1,000 | — | 1,000 | $10.70K | Q4 2025 | Feb 26, 2026 |
| Raymond James Financial Inc | Buy | +66,369 | — | 66,369 | $710.14K | Q4 2025 | Feb 18, 2026 |
| Guggenheim Capital Llc | Buy | +663,914 | — | 663,914 | $7.10M | Q4 2025 | Feb 17, 2026 |
| Rivernorth Capital Management, Llc | Buy | +427,625 | — | 427,625 | $4.58M | Q4 2025 | Feb 17, 2026 |
| 1607 Capital Partners, Llc | Buy | +311,109 | — | 311,109 | $3.33M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +179,156 | — | 179,156 | $1.92M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +155,159 | — | 155,159 | $1.66M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +89,447 | — | 89,447 | $957.09K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +38,570 | — | 38,570 | $412.00K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +31,332 | — | 31,332 | $335.25K | Q4 2025 | Feb 17, 2026 |
| Twin Focus Capital Partners, Llc | Buy | +31,294 | — | 31,294 | $334.85K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +30,980 | — | 30,980 | $331.49K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +23,188 | — | 23,188 | $248.11K | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, Llc | Buy | +20,300 | — | 20,300 | $217.21K | Q4 2025 | Feb 17, 2026 |
| Robinson Capital Management, Llc | Buy | +493,396 | — | 493,396 | $5.28M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +401,211 | — | 401,211 | $4.29M | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, Llc | Buy | +372,584 | — | 372,584 | $3.99M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +372,017 | — | 372,017 | $3.98M | Q4 2025 | Feb 13, 2026 |
| Van Eck Associates Corp | Buy | +210,252 | — | 210,252 | $2.25M | Q4 2025 | Feb 13, 2026 |
| Cohen & Steers, Inc. | Buy | +134,200 | — | 134,200 | $1.44M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +78,592 | — | 78,592 | $840.94K | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | Buy | +53,009 | — | 53,009 | $567.20K | Q4 2025 | Feb 13, 2026 |
| Generation Capital Management Llc | Buy | +22,748 | — | 22,748 | $243.40K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +10,014 | — | 10,014 | $107.16K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +7,201 | — | 7,201 | $77.05K | Q4 2025 | Feb 13, 2026 |
| Kilter Group Llc | Buy | +74 | +6.3% | 1,255 | $13.43K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +303,910 | — | 303,910 | $3.25M | Q4 2025 | Feb 12, 2026 |
| Bank Of Montreal | Buy | +21,508 | — | 21,508 | $230.14K | Q4 2025 | Feb 12, 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 Superinvestors
- 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