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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-420,550-100.0%0$0.00Q4 2025Aug 26, 2026
Worthington Financial Partners, LlcBuy+152,035—152,035$1.63MQ4 2025Mar 05, 2026
Anchor Investment Management, LlcBuy+1,000—1,000$10.70KQ4 2025Feb 26, 2026
Raymond James Financial IncBuy+66,369—66,369$710.14KQ4 2025Feb 18, 2026
Guggenheim Capital LlcBuy+663,914—663,914$7.10MQ4 2025Feb 17, 2026
Rivernorth Capital Management, LlcBuy+427,625—427,625$4.58MQ4 2025Feb 17, 2026
1607 Capital Partners, LlcBuy+311,109—311,109$3.33MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+179,156—179,156$1.92MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+155,159—155,159$1.66MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+89,447—89,447$957.09KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+38,570—38,570$412.00KQ4 2025Feb 17, 2026
&PartnersBuy+31,332—31,332$335.25KQ4 2025Feb 17, 2026
Twin Focus Capital Partners, LlcBuy+31,294—31,294$334.85KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+30,980—30,980$331.49KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+23,188—23,188$248.11KQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+20,300—20,300$217.21KQ4 2025Feb 17, 2026
Robinson Capital Management, LlcBuy+493,396—493,396$5.28MQ4 2025Feb 13, 2026
Morgan StanleyBuy+401,211—401,211$4.29MQ4 2025Feb 13, 2026
Pathstone Holdings, LlcBuy+372,584—372,584$3.99MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+372,017—372,017$3.98MQ4 2025Feb 13, 2026
Van Eck Associates CorpBuy+210,252—210,252$2.25MQ4 2025Feb 13, 2026
Cohen & Steers, Inc.Buy+134,200—134,200$1.44MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+78,592—78,592$840.94KQ4 2025Feb 13, 2026
Focus Partners WealthBuy+53,009—53,009$567.20KQ4 2025Feb 13, 2026
Generation Capital Management LlcBuy+22,748—22,748$243.40KQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+10,014—10,014$107.16KQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+7,201—7,201$77.05KQ4 2025Feb 13, 2026
Kilter Group LlcBuy+74+6.3%1,255$13.43KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+303,910—303,910$3.25MQ4 2025Feb 12, 2026
Bank Of MontrealBuy+21,508—21,508$230.14KQ4 2025Feb 12, 2026
Showing 30 of 83

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.