Who Owns Putnam Mun Opportunities Tr (PMO)? -- Institutional Holders (2026-06-30)
95 institutions reported holding $94.6M of Putnam Mun Opportunities Tr (PMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: RIVERNORTH CAPITAL MANAGEMENT, LLC ($10.0M), Advisors Asset Management, Inc. ($7.4M), ROBINSON CAPITAL MANAGEMENT, LLC ($6.8M), Hennion & Walsh Asset Management, Inc. ($5.8M), MELFA WEALTH MANAGEMENT, INC. ($4.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.0M | 949,042 | Added |
| 2 | Advisors Asset Management, Inc. | $7.4M | 701,629 | Added |
| 3 | ROBINSON CAPITAL MANAGEMENT, LLC | $6.8M | 645,263 | Added |
| 4 | Hennion & Walsh Asset Management, Inc. | $5.8M | 550,516 | Trimmed |
| 5 | MELFA WEALTH MANAGEMENT, INC. | $4.8M | 459,506 | Trimmed |
| 6 | MORGAN STANLEY | $4.7M | 443,299 | Added |
| 7 | GUGGENHEIM CAPITAL LLC | $4.5M | 430,744 | Trimmed |
| 8 | Allspring Global Investments Holdings, LLC | $3.2M | 307,431 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 306,528 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $3.0M | 280,634 | Trimmed |
| 11 | VAN ECK ASSOCIATES CORP | $2.7M | 256,148 | Added |
| 12 | Invesco Ltd. | $2.5M | 236,500 | Added |
| 13 | 1607 Capital Partners, LLC | $2.2M | 211,609 | Trimmed |
| 14 | AMERIPRISE FINANCIAL INC | $2.2M | 209,998 | Trimmed |
| 15 | Pathstone Holdings, LLC | $2.1M | 203,238 | Trimmed |
| 16 | BANK OF AMERICA CORP /DE/ | $2.1M | 197,113 | Added |
| 17 | LPL Financial LLC | $1.9M | 178,489 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 165,602 | Added |
| 19 | COHEN & STEERS, INC. | $1.7M | 162,200 | Trimmed |
| 20 | Worthington Financial Partners, LLC | $1.4M | 135,343 | Trimmed |
| 21 | UBS Group AG | $1.3M | 123,850 | Trimmed |
| 22 | PARK AVENUE SECURITIES LLC | $1.1M | 103,738 | Trimmed |
| 23 | Fiera Capital Corp | $988,146 | 93,752 | Trimmed |
| 24 | Nova R Wealth, Inc. | $980,842 | 93,059 | Hold |
| 25 | Intellus Advisors LLC | $961,427 | 91,217 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30