Vault-13

PUTNAM MUN OPPORTUNITIES TR PMO

SH BEN INT · Closed-End Fund · CUSIP 746922103

89 institutional holders +0 vs Q1 2026
9,004,9339.0m shares reported held*
$94.9mreported value*
7 new 20 added 29 reduced 6 sold out net bought ≈ $3.0m (+285.5k shares)

* 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 ≈ $10.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 74Q4 22: 67Q1 23: 69Q2 23: 72Q3 23: 72Q4 23: 86Q1 24: 87Q2 24: 89Q3 24: 101Q4 24: 97Q1 25: 84Q2 25: 88Q3 25: 85Q4 25: 88Q1 26: 89Q2 26: 8989Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202274
Q4 202267
Q1 202369
Q2 202372
Q3 202372
Q4 202386
Q1 202487
Q2 202489
Q3 2024101
Q4 202497
Q1 202584
Q2 202588
Q3 202585
Q4 202588
Q1 202689
Q2 202689

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 45 bought or addedQ3 24: 35 cut or sold outQ4 24: 36 bought or addedQ4 24: 33 cut or sold outQ4 24Q1 25: 32 bought or addedQ1 25: 43 cut or sold outQ2 25: 40 bought or addedQ2 25: 32 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 29 cut or sold outQ4 25: 35 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 39 bought or addedQ1 26: 28 cut or sold outQ2 26: 27 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244535
Q4 20243633
Q1 20253243
Q2 20254032
Q3 20252929
Q4 20253527
Q1 20263928
Q2 20262735

Biggest buyers

RIVERNORTH CAPITAL MANAGEMENT, LLC Added +263,219+263.2k
Allspring Global Investments Holdings, LLC Added +157,543+157.5k
Thomas J. Herzfeld Advisors, Inc. New +70,700+70.7k
ROBINSON CAPITAL MANAGEMENT, LLC Added +66,992+67.0k
BANK OF AMERICA CORP /DE/ Added +43,926+43.9k
Invesco Ltd. Added +41,481+41.5k
Noble Wealth Management PBC Added +39,721+39.7k
TORONTO DOMINION BANK New +28,100+28.1k
Cambridge Investment Research Advisors, Inc. Added +25,728+25.7k
OSAIC HOLDINGS, INC. Added +12,063+12.1k

Biggest sellers

GUGGENHEIM CAPITAL LLC Reduced -168,147-168.1k
1607 Capital Partners, LLC Reduced -99,500-99.5k
Karpus Management, Inc. Reduced -46,689-46.7k
Pathstone Holdings, LLC Reduced -42,568-42.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -24,229-24.2k
RIVERBRIDGE PARTNERS LLC Reduced -19,035-19.0k
Ackerman Capital Advisors, LLC Reduced -17,211-17.2k
MELFA WEALTH MANAGEMENT, INC. Reduced -12,897-12.9k
WELLS FARGO & COMPANY/MN Reduced -12,029-12.0k
Hennion & Walsh Asset Management, Inc. Reduced -11,425-11.4k

Insider purchases and sales since 1 Apr 2026

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.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.48% of their portfolio WEST PALM BEACH, FL 949,042949.0k $10.0m $10.0m 0.48% Added +263.2k +263,219
2 Advisors Asset Management, Inc. 0.11% of their portfolio Monument, CO 701,629701.6k $7.4m $7.4m 0.11% Added +7.9k +7,893
3 ROBINSON CAPITAL MANAGEMENT, LLC 3.00% of their portfolio GROSSE POINTE FARMS, MI 645,263645.3k $6.8m $6.8m 3.00% Added +67.0k +66,992
4 Hennion & Walsh Asset Management, Inc. 0.17% of their portfolio Parsippany, NJ 550,516550.5k $5.8m $5.8m 0.17% Reduced -11.4k -11,425
5 MELFA WEALTH MANAGEMENT, INC. 2.61% of their portfolio WESTBOROUGH, MA 459,506459.5k $4.8m $4.8m 2.61% Reduced -12.9k -12,897
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 443,299443.3k $4.7m $4.7m 0.00% Added +8.8k +8,785
7 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 430,744430.7k $4.5m $4.5m 0.03% Reduced -168.1k -168,147
8 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 307,431307.4k $3.2m $3.2m 0.00% Added +157.5k +157,543
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 306,528306.5k $3.2m $3.2m 0.00% Reduced -1.4k -1,385
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 280,634280.6k $3.0m $3.0m 0.00% Reduced -12.0k -12,029
11 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 256,148256.1k $2.7m $2.7m 0.00% Added +2.2k +2,189
12 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 236,500236.5k $2.5m $2.5m 0.00% Added +41.5k +41,481
13 1607 Capital Partners, LLC 0.19% of their portfolio Richmond, VA 211,609211.6k $2.2m $2.2m 0.19% Reduced -99.5k -99,500
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 209,998210.0k $2.2m $2.2m 0.00% Reduced -4.8k -4,831
15 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 203,238203.2k $2.1m $2.1m 0.01% Reduced -42.6k -42,568
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 197,113197.1k $2.1m $2.1m 0.00% Added +43.9k +43,926
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 178,489178.5k $1.9m $1.9m 0.00% Reduced -5.4k -5,413
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 165,602165.6k $1.7m $1.7m 0.00% Added +2.8k +2,813
19 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 162,200162.2k $1.7m $1.7m 0.00% Reduced -7.0k -7,000
20 Worthington Financial Partners, LLC 1.18% of their portfolio WORTHINGTON, OH 135,343135.3k $1.4m $1.4m 1.18% Reduced -7.4k -7,428
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 123,850123.8k $1.3m $1.3m 0.00% Reduced -2.3k -2,338
22 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 103,738103.7k $1.1m $1.1m 0.01% Reduced -2.3k -2,295
23 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 93,75293.8k $988.1k $988.1k 0.00% Reduced -4.9k -4,872
24 Nova R Wealth, Inc. 0.29% of their portfolio OVERLAND PARK, KS 93,05993.1k $980.8k $980.8k 0.29% Unchanged
25 Intellus Advisors LLC 0.12% of their portfolio NAPLES, FL 91,21791.2k $961.4k $961.4k 0.12% Reduced -4.7k -4,668
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 86,27586.3k $909.3k $909.3k 0.00% Added +5.2k +5,171
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 83,19983.2k $876.9k $876.9k 0.00% Reduced -7.9k -7,855
28 Noble Wealth Management PBC 0.40% of their portfolio GREENWOOD VILLAGE, CO 82,47182.5k $869.2k $869.2k 0.40% Added +39.7k +39,721
29 SMITH, MOORE & CO. 0.05% of their portfolio CLAYTON, MO 79,74979.7k $840.6k $840.6k 0.05% Added +4.1k +4,099
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 77,23677.2k $814.1k $814.1k 0.00% Reduced -3.0k -2,968
31 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 73,45473.5k $774.2k $774.2k 0.01% Reduced -450 -450
32 Thomas J. Herzfeld Advisors, Inc. 0.23% of their portfolio MIAMI BEACH, FL 70,70070.7k $745.2k $745.2k 0.23% New
33 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 59,76559.8k $629.9k $629.9k 0.00% Added +11.3k +11,268
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 58,55858.6k $618.0k $618.0k 0.00% Added +25.7k +25,728
35 RIVERBRIDGE PARTNERS LLC 0.02% of their portfolio MINNEAPOLIS, MN 57,80757.8k $609.3k $609.3k 0.02% Reduced -19.0k -19,035
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 44,25444.3k $466.4k $466.4k 0.00% Added +12.1k +12,063
37 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 40,46140.5k $426.5k $426.5k 0.01% Reduced -2.4k -2,421
38 Cyndeo Wealth Partners, LLC 0.02% of their portfolio ST. PETERSBURG, FL 37,35037.4k $393.7k $393.7k 0.02% Added +8.8k +8,828
39 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 31,84431.8k $335.6k $335.6k 0.00% Reduced -2.2k -2,218
40 TWIN FOCUS CAPITAL PARTNERS, LLC 0.03% of their portfolio Boston, MA 31,29431.3k $329.8k $329.8k 0.03% Unchanged
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,33129.3k $309.0k $309.0k 0.00% Reduced -2.1k -2,092
42 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 28,10028.1k $296.2k $296.2k 0.00% New
43 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 25,93025.9k $273.3k $273.3k 0.00% Unchanged
44 Generation Capital Management LLC 0.15% of their portfolio PITTSFORD, NY 22,74822.7k $239.8k $239.8k 0.15% Unchanged
45 Closed-End Fund Advisors, Inc. 0.22% of their portfolio RICHMOND, VA 21,64021.6k $228.1k $228.1k 0.22% Unchanged
46 Ackerman Capital Advisors, LLC 0.05% of their portfolio DALLAS, TX 21,21621.2k $223.6k $223.6k 0.05% Reduced -17.2k -17,211
47 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 21,00921.0k $221.4k $221.4k 0.00% Reduced -3.8k -3,800
48 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 20,30020.3k $214.0k $214.0k 0.00% Unchanged
49 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 20,20020.2k $212.9k $212.9k 0.00% Added +27 +27
50 Burford Brothers, Inc. 0.08% of their portfolio DALLAS, TX 19,90019.9k $209.7k $209.7k 0.08% Unchanged
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 19,77819.8k $208.5k $208.5k 0.00% Unchanged
52 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 18,34018.3k $193.3k $193.3k 0.00% Unchanged
53 INTEGRATED CAPITAL MANAGEMENT, INC. 0.13% of their portfolio JESSUP, PA 18,01418.0k $189.9k $189.9k 0.13% Reduced -2.1k -2,062
54 Karpus Management, Inc. 0.01% of their portfolio Pittsford, NY 16,95517.0k $178.7k $178.7k 0.01% Reduced -46.7k -46,689
55 Westview Management dba Westview Investment Advisors 0.08% of their portfolio BURLINGTON, VT 15,30015.3k $161.3k $161.3k 0.08% Unchanged
56 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 14,13714.1k $149.0k $149.0k 0.01% Added +157 +157
57 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 14,00014.0k $147.6k $147.6k 0.00% Unchanged
58 Successful Portfolios LLC 0.07% of their portfolio CLEARWATER, FL 13,42813.4k $142.8k $142.8k 0.07% Unchanged
59 Collaborative Wealth Managment Inc. 0.06% of their portfolio LAKE MARY, FL 13,40013.4k $141.2k $141.2k 0.06% Unchanged
60 GILL CAPITAL PARTNERS, LLC 0.04% of their portfolio DENVER, CO 12,75612.8k $134.4k $134.4k 0.04% Unchanged
61 Smith Asset Management Co., LLC 0.10% of their portfolio Chiefland, FL 12,54912.5k $132.3k $132.3k 0.10% Reduced -1.2k -1,193
62 STALEY CAPITAL ADVISERS INC 0.01% of their portfolio PITTSBURGH, PA 12,50012.5k $131.8k $131.8k 0.01% Unchanged
63 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 0.01% of their portfolio WASHINGTON, DC 12,26212.3k $129.2k $129.2k 0.01% Unchanged
64 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 12,00012.0k $126.5k $126.5k 0.00% Unchanged
65 Tyche Wealth Partners LLC 0.02% of their portfolio PLANO, TX 11,94011.9k $125.8k $125.8k 0.02% Unchanged
66 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 11,77011.8k $124.0k $124.0k 0.00% New
67 LYELL WEALTH MANAGEMENT, LP 0.01% of their portfolio MENLO PARK, CA 11,53111.5k $121.5k $121.5k 0.01% New
68 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,22910.2k $107.8k $107.8k 0.00% Reduced -5.5k -5,479
69 Meridian Wealth Management, LLC 0.00% of their portfolio LEXINGTON, KY 10,10810.1k $106.5k $106.5k 0.00% Unchanged
70 Oakmont Investment Advisors, Inc. 0.07% of their portfolio PITTSBURGH, PA 10,00010.0k $105.4k $105.4k 0.07% Unchanged
71 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 9,3539.4k $98.6k $98.6k 0.00% Reduced -26 -26
72 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 7,1997.2k $75.9k $75.9k 0.00% New
73 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 5,0505.0k $53.2k $53.2k 0.00% New
74 DUNCKER STREETT & CO INC 0.01% of their portfolio St. Louis, MO 4,9004.9k $51.6k $51.6k 0.01% Unchanged
75 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,3484.3k $45.8k $45.8k 0.00% First filing
76 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 3,2263.2k $34.0k $34.0k 0.00% Unchanged
77 CX Institutional 0.00% of their portfolio AUBURN, IN 3,0743.1k $32.0k $32.0k 0.00% Added +38 +38
78 ST GERMAIN D J CO INC 0.00% of their portfolio SPRINGFIELD, MA 3,0003.0k $31.6k $31.6k 0.00% Unchanged
79 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,9082.9k $30.6k $30.6k 0.00% Unchanged
80 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 2,3892.4k $25.2k $25.2k 0.00% Unchanged
81 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 2,1232.1k $22.4k $22.4k 0.00% Unchanged
82 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,5761.6k $16.9k $16.9k 0.00% Added +342 +342
83 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,5631.6k $16.5k $16.5k 0.00% Unchanged
84 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 1,2661.3k $13.3k $13.3k 0.00% Unchanged
85 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 1,1911.2k $12.6k $12.6k 0.00% Unchanged
86 Community Financial Services Group, LLC 0.00% of their portfolio NEWPORT, VT 935935 $10.0k $10.0k 0.00% Unchanged
87 Hilltop National Bank 0.00% of their portfolio CASPER, WY 780780 $8.2k $8.2k 0.00% Unchanged
88 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 595595 $6.3k $6.3k 0.00% Unchanged
89 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 447447 $5.0k $5.0k 0.00% New