PUTNAM MUN OPPORTUNITIES TR PMO
SH BEN INT · Closed-End Fund · CUSIP 746922103
74
institutional holders
4.0m
shares reported held*
$38.9mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.83.
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q3 2022.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 431.1k $4.2m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 385.7k $3.8m | — |
| Fiera Capital Corp 0.01% of their portfolio | 330.3k $3.2m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 213.5k $2.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 180.1k $1.8m | — |
| MORGAN STANLEY 0.00% of their portfolio | 179.6k $1.8m | — |
| Invesco Ltd. 0.00% of their portfolio | 148.3k $1.5m | — |
| 1ST SOURCE BANK 0.10% of their portfolio | 138.5k $1.4m | — |
| Capital Investment Advisors, LLC 0.04% of their portfolio | 125.1k $1.2m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 105.4k $1.0m | — |
| Nova R Wealth, Inc. 0.80% of their portfolio | 100.7k $987.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 97.9k $959.0k | — |
| Advisors Asset Management, Inc. 0.02% of their portfolio | 92.6k $907.0k | — |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 90.9k $891.0k | — |
| UBS Group AG 0.00% of their portfolio | 86.2k $845.0k | — |
| SMITH, MOORE & CO. 0.11% of their portfolio | 74.6k $731.0k | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 64.0k $627.0k | — |
| IFP Advisors, Inc 0.02% of their portfolio | 63.9k $745.0k | — |
| INDEPENDENT FINANCIAL GROUP, LLC 0.05% of their portfolio | 56.9k $557.5k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 53.5k $524.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 53.0k $519.0k | — |
| GOODWIN DANIEL L 0.29% of their portfolio | 51.9k $509.0k | — |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 48.7k $477.0k | — |
| Baird Financial Group, Inc. 0.00% of their portfolio | 46.6k $457.0k | — |
| NewEdge Advisors, LLC 0.01% of their portfolio | 43.3k $424.0k | — |
| Avior Wealth Management, LLC 0.03% of their portfolio | 41.4k $405.0k | — |
| Relative Value Partners Group, LLC 0.03% of their portfolio | 41.0k $404.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 38.3k $375.0k | — |
| TECTONIC ADVISORS LLC 0.07% of their portfolio | 37.8k $370.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 33.7k $329.0k | — |
| GILL CAPITAL PARTNERS, LLC 0.17% of their portfolio | 32.2k $316.0k | — |
| TWIN FOCUS CAPITAL PARTNERS, LLC 0.07% of their portfolio | 31.3k $307.0k | — |
| LPL Financial LLC 0.00% of their portfolio | 30.9k $303.0k | — |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 27.3k $267.0k | — |
| STALEY CAPITAL ADVISERS INC 0.01% of their portfolio | 25.0k $244.0k | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 23.7k $248.0k | — |
| Ellis Investment Partners, LLC 0.06% of their portfolio | 21.9k $214.0k | — |
| Americana Partners, LLC 0.04% of their portfolio | 21.5k $210.0k | — |
| Creative Planning 0.00% of their portfolio | 15.4k $151.0k | — |
| Wealthcare Advisory Partners LLC 0.01% of their portfolio | 15.4k $151.0k | — |
| Olde Wealth Management, LLC 0.09% of their portfolio | 15.3k $150.0k | — |
| Collaborative Wealth Managment Inc. 0.11% of their portfolio | 15.3k $150.0k | — |
| B. Riley Wealth Advisors, Inc. 0.00% of their portfolio | 14.9k $146.0k | — |
| Successful Portfolios LLC 0.10% of their portfolio | 14.4k $141.0k | — |
| IBEX WEALTH ADVISORS 0.04% of their portfolio | 13.9k $137.0k | — |
| IHT Wealth Management, LLC 0.01% of their portfolio | 13.7k $134.0k | — |
| DRIVE WEALTH MANAGEMENT, LLC 0.12% of their portfolio | 12.3k $121.0k | — |
| Moors & Cabot, Inc. 0.01% of their portfolio | 12.1k $119.0k | — |
| Sheaff Brock Investment Advisors, LLC 0.01% of their portfolio | 12.0k $118.0k | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 11.9k $117.0k | — |
| Cetera Investment Advisers 0.00% of their portfolio | 11.8k $116.0k | — |
| Private Wealth Advisors, LLC 0.05% of their portfolio | 11.8k $115.0k | — |
| RFG Advisory, LLC 0.01% of their portfolio | 11.2k $113.0k | — |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 11.1k $109.0k | — |
| Summit Trail Advisors, LLC 0.01% of their portfolio | 10.8k $106.0k | — |
| Sonora Investment Management Group, LLC 0.02% of their portfolio | 10.0k $118.0k | — |
| BlackRock Inc. 0.00% of their portfolio | 9.2k $90.0k | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 6.6k $64.0k | — |
| Worth Asset Management, LLC 0.04% of their portfolio | 6.2k $61.0k | — |
| US BANCORP \DE\ 0.00% of their portfolio | 4.5k $45.0k | — |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 3.7k $36.0k | — |
| American Portfolios Advisors 0.00% of their portfolio | 3.7k $36.3k | — |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 2.9k $29.0k | — |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 2.4k $24.0k | — |
| Cullen/Frost Bankers, Inc. 0.00% of their portfolio | 1.9k $18.0k | — |
| CWM, LLC 0.00% of their portfolio | 1.9k $18.0k | — |
| UMB Bank, n.a. 0.00% of their portfolio | 1.7k $17.0k | — |
| Parallel Advisors, LLC 0.00% of their portfolio | 1.2k $12.0k | — |
| Mascoma Wealth Management LLC 0.00% of their portfolio | 1.2k $12.0k | — |
| Anchor Investment Management, LLC 0.00% of their portfolio | 1.0k $9.8k | — |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 977 $9.0k | — |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 521 $5.0k | — |
| FNY Investment Advisers, LLC 0.00% of their portfolio | 400 $3.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |