Putnam Municipal Opportunities Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 663.91 K | $7.10 M | 9.24% | 2.42% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 598.34 K | $6.40 M | 42.28% | 2.18% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 518.69 K | $5.55 M | 15.79% | 1.89% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 493.40 K | $5.28 M | 207.50% | 1.80% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 472.40 K | $5.05 M | -1.67% | 1.72% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 427.63 K | $4.58 M | 72.76% | 1.56% |
| MORGAN STANLEY | 02/13/2026 | 401.21 K | $4.29 M | 4.36% | 1.46% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 372.58 K | $3.99 M | -33.89% | 1.36% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 372.02 K | $3.98 M | 33.03% | 1.36% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 311.11 K | $3.33 M | -11.20% | 1.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 303.91 K | $3.25 M | -5.22% | 1.11% |
| FIERA CAPITAL CORP | 02/11/2026 | 283.50 K | $3.03 M | -1.86% | 1.03% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 210.25 K | $2.25 M | 13.81% | 0.77% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 179.16 K | $1.92 M | -4.70% | 0.65% |
| LPL FINANCIAL LLC | 02/11/2026 | 178.61 K | $1.91 M | 17.47% | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 165.41 K | $1.77 M | 33.83% | 0.60% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 161.57 K | $1.73 M | -37.01% | 0.59% |
| INVESCO LTD. | 02/19/2026 | 159.25 K | $1.70 M | 53.09% | 0.58% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 155.16 K | $1.66 M | 0.61% | 0.57% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 149.72 K | $1.60 M | 13.38% | 0.55% |
| UBS GROUP AG | 01/29/2026 | 138.00 K | $1.48 M | 1.14% | 0.50% |
| COHEN & STEERS, INC. | 02/13/2026 | 134.20 K | $1.44 M | 0.00% | 0.49% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 118.23 K | $1.27 M | 53.47% | 0.43% |
| SMITH, MOORE & CO. | 01/23/2026 | 115.24 K | $1.23 M | -8.03% | 0.42% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 108.35 K | $1.16 M | -2.20% | 0.40% |
| INTELLUS ADVISORS LLC | 02/06/2026 | 101.02 K | $1.08 M | -1.41% | 0.37% |
| NOVA R WEALTH, INC. | 01/14/2026 | 93.06 K | $995.73 K | 0.00% | 0.34% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 89.45 K | $957.09 K | -4.62% | 0.33% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 78.68 K | $841.86 K | -12.77% | 0.29% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 78.59 K | $840.94 K | 7.51% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 66.37 K | $710.14 K | 1.00% | 0.24% |
| COLONY GROUP, LLC | 02/13/2026 | 53.01 K | $567.20 K | 100.00% | 0.19% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 41.60 K | $445.12 K | -5.45% | 0.15% |
| ROYAL BANK OF CANADA | 02/17/2026 | 38.57 K | $412.00 K | 28.24% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 32.47 K | $347.00 K | -6.65% | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 31.33 K | $335.25 K | 100.00% | 0.11% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 02/17/2026 | 31.29 K | $334.85 K | 0.00% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 30.98 K | $331.49 K | -22.42% | 0.11% |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 26.01 K | $278.31 K | 0.11% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 24.11 K | $258.00 K | 15.61% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 23.19 K | $248.11 K | 11.58% | 0.08% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 01/08/2026 | 22.91 K | $245.11 K | -1.05% | 0.08% |
| GENERATION CAPITAL MANAGEMENT LLC | 02/13/2026 | 22.75 K | $243.40 K | 35.83% | 0.08% |
| ACKERMAN CAPITAL ADVISORS, LLC | 02/11/2026 | 22.50 K | $240.75 K | 12.36% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 22.30 K | $238.61 K | 0.00% | 0.08% |
| 02/11/2026 | 21.64 K | $231.55 M | 100.00% | 0.08% | |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 21.51 K | $230.14 K | -5.38% | 0.08% |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 20.52 K | $219.51 K | 0.00% | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 20.38 K | $218.05 K | 0.00% | 0.07% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 20.30 K | $217.21 K | 0.00% | 0.07% |
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Putnam Municipal Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 127 institutional investors and hedge funds held shares of Putnam Municipal Opportunities Trust. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 663,914
Advisors Asset Management, Inc.: 598,344
Hennion & Walsh Asset Management, Inc.: 518,691
ROBINSON CAPITAL MANAGEMENT, LLC: 493,396
MELFA WEALTH MANAGEMENT, LLC: 472,403
RIVERNORTH CAPITAL MANAGEMENT, LLC: 427,625
31.06% of Putnam Municipal Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 10.22 M shares in the last 24 months. This purchase volume represents approximately $110.68 M in transactions.