Who Owns Putnam Municipal Opportunities Trust (PMO)?Hedge Fund & Institutional Holders

$10.51+0.00 (+0.00%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.000000600000056e+288T

% of Float Held

—

QoQ Change in Holders

+8 / -6

Price History

$9.46$9.83$10.20$10.56$10.93Aug 24Jun 25Mar 26

PMO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+519K+$5.5B
MELFA WEALTH MANAGEMENT, INC.New Position+472K+$5.1B
ROBINSON CAPITAL MANAGEMENT, LLCIncreased+333K+$3.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+304K+$3.0B
RIVERNORTH CAPITAL MANAGEMENT, LLCIncreased+180K+$2.0B
Advisors Asset Management, Inc.Increased+178K+$1.7B
BANK OF AMERICA CORP /DE/Increased+936+$998.4M
Nova R Wealth, Inc.New Position+93K+$995.0M
Capital Investment Advisors, LLCNew Position+79K+$841.0M
GUGGENHEIM CAPITAL LLCIncreased+56K+$721.9M
Invesco Ltd.Increased+55K+$629.4M
RIVERBRIDGE PARTNERS LLCIncreased+41K+$469.2M
Catalina Capital Group, LLCNew Position+21K+$219.0M
OPPENHEIMER & CO INCNew Position+20K+$215.0M
Burford Brothers, Inc.New Position+20K+$212.0M

PMO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Karpus Management, Inc.Closed Position-256K-$2.6B
Rockefeller Capital Management L.P.Decreased-4K-$968.7M
AMERIPRISE FINANCIAL INCDecreased-9K-$941.9M
OSAIC HOLDINGS, INC.Decreased-9K-$396.6M
Kovitz Investment Group Partners, LLCClosed Position-32K-$330.6M
1607 Capital Partners, LLCDecreased-39K-$291.2M
BANK OF MONTREAL /CAN/Decreased-1K-$234.8M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-14K-$209.0M
Sunpointe, LLCClosed Position-15K-$158.7M
Allworth Financial LPDecreased-139-$125.3M
Private Wealth Advisors, LLCClosed Position-11K-$114.6M
Prospera Financial Services IncClosed Position-10K-$107.8M
CITADEL ADVISORS LLCClosed Position-10K-$106.0M
SMITH, MOORE & CO.Decreased-10K-$61.4M
Pathstone Holdings, LLCDecreased-191K-$2.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GUGGENHEIM CAPITAL LLC663,504$7.0B0.05%Share
2Advisors Asset Management, Inc.598,344$6.0B0.10%Share
3Hennion & Walsh Asset Management, Inc.518,691$5.5B0.19%Share
4ROBINSON CAPITAL MANAGEMENT, LLC493,396$5.3B2.16%Share
5MELFA WEALTH MANAGEMENT, INC.472,403$5.1B2.91%Share
6RIVERNORTH CAPITAL MANAGEMENT, LLC427,625$4.6B0.22%Share
71607 Capital Partners, LLC311,109$3.3B0.23%Share
8Fiera Capital Corp283,503$3.0B0.01%Share
9COMMONWEALTH EQUITY SERVICES, LLC303,910$3.0B0.00%Share
10WELLS FARGO & COMPANY/MN208,861$2.0B0.00%Share
11Invesco Ltd.159,253$1.7B0.00%Share
12UBS Group AG136,346$1.5B0.00%Share
13RIVERBRIDGE PARTNERS LLC118,230$1.3B0.02%Share
14SMITH, MOORE & CO.115,236$1.2B0.09%Share
15Intellus Advisors LLC101,019$1.1B0.14%Share
16BANK OF AMERICA CORP /DE/150,881$1.0B0.00%Share
17AMERIPRISE FINANCIAL INC179,156$1.0B0.00%Share
18WELLS FARGO & COMPANY/MN163,156$1.0B0.00%Share
19Nova R Wealth, Inc.93,059$995.0M0.36%Share
20Capital Investment Advisors, LLC78,678$841.0M0.01%Share
21Cyndeo Wealth Partners, LLC26,010$278.0M0.01%Share
22INTEGRATED CAPITAL MANAGEMENT, INC.22,908$245.0M0.16%Share
23Generation Capital Management LLC22,748$243.0M0.16%Share
24Stratos Wealth Partners, LTD.22,300$238.0M0.00%Share
25Catalina Capital Group, LLC20,515$219.0M0.13%Share
26OPPENHEIMER & CO INC20,146$215.0M0.00%Share
27Burford Brothers, Inc.19,900$212.0M0.09%Share
28GILL CAPITAL PARTNERS, LLC14,813$158.0M0.05%Share
29Spire Wealth Management14,000$149.0M0.00%Share
30Collaborative Wealth Managment Inc.13,400$143.0M0.05%Share
31Successful Portfolios LLC13,428$143.0M0.07%Share
32STALEY CAPITAL ADVISERS INC12,500$133.0M0.01%Share
33Tyche Wealth Partners LLC11,940$127.0M0.02%Share
34Wellspring Financial Advisors, LLC10,500$112.0M0.01%Share
35COMERICA BANK4,685$50.0M0.00%Share
36Activest Wealth Management3,775$40.0M0.01%Share
37ST GERMAIN D J CO INC3,000$32.0M0.00%Share
38FIFTH THIRD BANCORP2,539$27.0M0.00%Share
39Elyxium Wealth, LLC2,179$23.0M0.01%Share
40UBS Group AG1,652$17.0M0.00%Share
41Geneos Wealth Management Inc.1,563$16.0M0.00%Share
42Kilter Group LLC1,255$13.0M0.01%Share
43INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,229$13.0M0.00%Share
44Elyxium Wealth, LLC1,130$12.0M0.00%Share
45Kilter Group LLC1,181$12.0M0.01%Share
46Anchor Investment Management, LLC1,000$10.7M0.00%Share
47Elyxium Wealth, LLC849$9.0M0.00%Share
48Hilltop National Bank780$8.0M0.00%Share
49Elevated Capital Advisors, LLC595$6.0M0.00%Share
50MORGAN STANLEY325,681$3.0M0.00%Share

PMO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202585$59.3B+29
Q3 202556$43.2B-21
Q2 202577$48.1B-7
Q1 202584$61.1B+6
Q4 202478$509.9B+6
Q3 202472$5.3T+8
Q2 202464$7.6T+7
Q1 202457$142.1T—

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As of Q4 2025, 50 institutional investors hold PMO (Putnam Municipal Opportunities Trust). The largest holder is GUGGENHEIM CAPITAL LLC with $7.0B in shares. This quarter, 8 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own PMO?

As of Q4 2025, 50 institutional investors report holding PMO (Putnam Municipal Opportunities Trust) in their 13F filings.

Who is the largest institutional holder of PMO?

The largest institutional holder of PMO is GUGGENHEIM CAPITAL LLC with $7.0B in shares.

Is institutional ownership of PMO increasing or decreasing?

This quarter, 8 institutions opened new positions in PMO and 6 closed their positions.