Who Owns PMO?
Putnam Municipal Opportunities Trust — Institutional Ownership & 13F Holdings
$10.33
+0.03 (+0.29%)
Market Cap
$300.8M
Shares Outstanding
28,058,261
Institutional Holders
84
Total Inst. Value
$329.1M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
20
Closed Positions
14
Increased
25
Decreased
24
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $270.0M | 26,500 |
| 2 | MELFA WEALTH MANAGEMENT, INC.New | $4.9M | 480,794 |
| 3 | GUGGENHEIM CAPITAL LLC | $4.9M | 479,766 |
| 4 | Hennion & Walsh Asset Management, Inc. | $4.7M | 457,293 |
| 5 | MORGAN STANLEY | $4.2M | 411,354 |
| 6 | 1607 Capital Partners, LLC | $3.9M | 382,761 |
| 7 | UBS Group AG | $2.7M | 265,521 |
| 8 | Advisors Asset Management, Inc. | $2.5M | 247,095 |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.5M | 245,696 |
| 10 | AMERIPRISE FINANCIAL INC | $2.2M | 216,827 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MELFA WEALTH MANAGEMENT, INC.New | +481K | $4.9M |
| GUGGENHEIM CAPITAL LLC | +112K | $4.9M |
| Hennion & Walsh Asset Management, Inc. | +113K | $4.7M |
| 1607 Capital Partners, LLC | +20K | $3.9M |
| AMERIPRISE FINANCIAL INC | +21K | $2.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LEIGH BALDWIN & CO., LLC | -227K | $257K |
| Advisors Asset Management, Inc. | -44K | $2.5M |
| ROTHSCHILD INVESTMENT LLC | -24K | $1.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -22K | $270.0M |
| Fiera Capital Corp | -21K | $3K |
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Frequently Asked Questions
How many institutional investors hold PMO?
As of Q1 2025, 84 institutional investors report holding PMO (Putnam Municipal Opportunities Trust) in their 13F filings.
Which hedge fund owns the most PMO?
The largest institutional holder of PMO is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $270.0M in shares.
Are institutions buying or selling PMO?
This quarter, 20 institutions opened new positions in PMO and 14 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.