Putnam Municipal Opportunities Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 693.74 K | $7.15 M | 15.94% | 2.53% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 685.82 K | $7.06 M | 60.38% | 2.50% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 598.89 K | $6.17 M | -9.79% | 2.19% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 578.27 K | $5.97 M | 17.20% | 2.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 561.94 K | $5.79 M | 8.34% | 2.05% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 472.40 K | $4.87 M | 0.00% | 1.72% |
| MORGAN STANLEY | 05/15/2026 | 434.51 K | $4.48 M | 8.30% | 1.59% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 311.11 K | $3.20 M | 0.00% | 1.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 307.91 K | $3.17 M | 1.32% | 1.12% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 292.66 K | $3.01 M | -21.33% | 1.07% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 253.96 K | $2.62 M | 20.79% | 0.93% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 245.81 K | $2.53 M | -34.03% | 0.90% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 214.83 K | $2.21 M | 19.91% | 0.78% |
| INVESCO LTD. | 05/12/2026 | 195.02 K | $2.01 M | 22.46% | 0.71% |
| LPL FINANCIAL LLC | 05/06/2026 | 183.90 K | $1.89 M | 2.96% | 0.67% |
| COHEN & STEERS, INC. | 05/15/2026 | 169.20 K | $1.74 M | 26.08% | 0.62% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 162.79 K | $1.68 M | -1.59% | 0.59% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 153.19 K | $1.58 M | -1.27% | 0.56% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 149.89 K | $1.54 M | 0.12% | 0.55% |
| 04/21/2026 | 142.77 K | $1.47 M | -6.09% | 0.52% | |
| UBS GROUP AG | 05/05/2026 | 126.19 K | $1.30 M | -8.56% | 0.46% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 106.03 K | $1.09 M | -2.14% | 0.39% |
| FIERA CAPITAL CORP | 05/12/2026 | 98.62 K | $1.02 M | -65.21% | 0.36% |
| INTELLUS ADVISORS LLC | 05/07/2026 | 95.89 K | $987.62 K | -5.08% | 0.35% |
| NOVA R WEALTH, INC. | 04/17/2026 | 93.06 K | $958.51 K | 0.00% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 91.05 K | $937.86 K | 37.19% | 0.33% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 81.10 K | $835.37 K | 3.20% | 0.30% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 80.20 K | $826.10 K | -10.33% | 0.29% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 76.84 K | $791.47 K | -35.01% | 0.28% |
| SMITH, MOORE & CO. | 05/05/2026 | 75.65 K | $779.20 K | -34.35% | 0.28% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 73.90 K | $761.22 K | -6.07% | 0.27% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 63.64 K | $655.53 K | -60.61% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 48.50 K | $499.52 K | 100.00% | 0.18% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 42.88 K | $441.68 K | 100.00% | 0.16% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 42.75 K | $440.33 K | 2.76% | 0.16% |
| ACKERMAN CAPITAL ADVISORS, LLC | 05/05/2026 | 38.43 K | $395.80 K | 70.79% | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 34.06 K | $350.84 K | 8.71% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 32.83 K | $338.00 K | 1.12% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 32.19 K | $331.57 K | 3.91% | 0.12% |
| ROYAL BANK OF CANADA | 05/15/2026 | 31.42 K | $324.00 K | -18.53% | 0.11% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 05/14/2026 | 31.29 K | $322.33 K | 0.00% | 0.11% |
| CYNDEO WEALTH PARTNERS, LLC | 04/13/2026 | 28.52 K | $293.78 K | 9.66% | 0.10% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 25.93 K | $267.08 K | 16.28% | 0.09% |
| COLONY GROUP, LLC | 05/15/2026 | 24.81 K | $255.53 K | -53.20% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 24.23 K | $249.56 K | 4.49% | 0.09% |
| GENERATION CAPITAL MANAGEMENT LLC | 05/08/2026 | 22.75 K | $234.30 K | 0.00% | 0.08% |
| 05/11/2026 | 21.64 K | $222.89 K | 0.00% | 0.08% | |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 20.52 K | $211.31 K | 0.00% | 0.07% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 20.30 K | $209.09 K | 0.00% | 0.07% |
| OPPENHEIMER & CO INC | 04/24/2026 | 20.17 K | $207.78 K | 0.13% | 0.07% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Putnam Municipal Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 130 institutional investors and hedge funds held shares of Putnam Municipal Opportunities Trust. The most heavily invested institutionals were:
Advisors Asset Management, Inc.: 693,736
RIVERNORTH CAPITAL MANAGEMENT, LLC: 685,823
GUGGENHEIM CAPITAL LLC: 598,891
ROBINSON CAPITAL MANAGEMENT, LLC: 578,271
Hennion & Walsh Asset Management, Inc.: 561,941
MELFA WEALTH MANAGEMENT, LLC: 472,403
31.86% of Putnam Municipal Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 10.30 M shares in the last 24 months. This purchase volume represents approximately $109.13 M in transactions.