Putnam Municipal Opportunities Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 949.04 K | $10.00 M | 38.38% | 3.46% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 701.63 K | $7.40 M | 1.14% | 2.56% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 645.26 K | $6.80 M | 11.58% | 2.36% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 550.52 K | $5.80 M | -2.03% | 2.01% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 459.51 K | $4.84 M | -2.73% | 1.68% |
| MORGAN STANLEY | 08/13/2026 | 443.30 K | $4.67 M | 2.02% | 1.62% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 430.74 K | $4.54 M | -28.08% | 1.57% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 307.43 K | $3.24 M | 105.11% | 1.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 306.53 K | $3.23 M | -0.45% | 1.12% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 280.63 K | $2.96 M | -4.11% | 1.02% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 256.15 K | $2.70 M | 0.86% | 0.93% |
| INVESCO LTD. | 08/14/2026 | 236.50 K | $2.49 M | 21.27% | 0.86% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 211.61 K | $2.23 M | -31.98% | 0.77% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 210.00 K | $2.21 M | -2.25% | 0.77% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 203.24 K | $2.14 M | -17.32% | 0.74% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 197.11 K | $2.08 M | 28.67% | 0.72% |
| LPL FINANCIAL LLC | 08/07/2026 | 178.49 K | $1.88 M | -2.94% | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 165.60 K | $1.75 M | 1.73% | 0.60% |
| COHEN & STEERS, INC. | 08/14/2026 | 162.20 K | $1.71 M | -4.14% | 0.59% |
| WORTHINGTON FINANCIAL PARTNERS, LLC | 07/21/2026 | 135.34 K | $1.43 M | -5.20% | 0.49% |
| UBS GROUP AG | 08/13/2026 | 123.85 K | $1.31 M | -1.85% | 0.45% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 103.74 K | $1.09 M | -2.16% | 0.38% |
| FIERA CAPITAL CORP | 08/07/2026 | 93.75 K | $988.15 K | -4.94% | 0.34% |
| NOVA R WEALTH, INC. | 07/17/2026 | 93.06 K | $980.84 K | 0.00% | 0.34% |
| INTELLUS ADVISORS LLC | 08/12/2026 | 91.22 K | $961.43 K | -4.87% | 0.33% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 86.28 K | $909.34 K | 6.38% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 83.20 K | $876.92 K | -8.63% | 0.30% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 82.47 K | $869.24 K | 92.91% | 0.30% |
| SMITH, MOORE & CO. | 08/12/2026 | 79.75 K | $840.55 K | 5.42% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 77.24 K | $814.07 K | -3.70% | 0.28% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 73.45 K | $774.21 K | -0.61% | 0.27% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 70.70 K | $745.18 K | 100.00% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 59.77 K | $629.92 K | 23.23% | 0.22% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 57.81 K | $609.28 K | -24.77% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 44.25 K | $466.44 K | 37.47% | 0.16% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 40.46 K | $426.46 K | -5.65% | 0.15% |
| CYNDEO WEALTH PARTNERS, LLC | 07/21/2026 | 37.35 K | $393.67 K | 30.95% | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 31.84 K | $335.64 K | -6.51% | 0.12% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 07/28/2026 | 31.29 K | $329.84 K | 0.00% | 0.11% |
| ROYAL BANK OF CANADA | 08/14/2026 | 29.33 K | $309.00 K | -6.66% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 29.28 K | $309.00 K | -10.82% | 0.11% |
| TORONTO DOMINION BANK | 08/14/2026 | 28.10 K | $296.17 K | 100.00% | 0.10% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 25.93 K | $273.30 K | 0.00% | 0.09% |
| GENERATION CAPITAL MANAGEMENT LLC | 08/13/2026 | 22.75 K | $239.76 K | 0.00% | 0.08% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 21.64 K | $228.09 K | 0.00% | 0.08% |
| ACKERMAN CAPITAL ADVISORS, LLC | 07/30/2026 | 21.22 K | $223.62 K | -44.79% | 0.08% |
| COLONY GROUP, LLC | 08/12/2026 | 21.01 K | $221.44 K | -15.32% | 0.08% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 20.30 K | $213.96 K | 0.00% | 0.07% |
| OPPENHEIMER & CO INC | 08/03/2026 | 20.20 K | $212.91 K | 0.13% | 0.07% |
| BURFORD BROTHERS, INC. | 07/28/2026 | 19.90 K | $209.75 K | 0.00% | 0.07% |
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Putnam Municipal Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 136 institutional investors and hedge funds held shares of Putnam Municipal Opportunities Trust. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 949,042
Advisors Asset Management, Inc.: 701,629
ROBINSON CAPITAL MANAGEMENT, LLC: 645,263
Hennion & Walsh Asset Management, Inc.: 550,516
MELFA WEALTH MANAGEMENT, LLC: 459,506
MORGAN STANLEY: 443,299
32.78% of Putnam Municipal Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 10.75 M shares in the last 24 months. This purchase volume represents approximately $113.86 M in transactions.