Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
87
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Total 13F shares, excl. options
-
7.48M
-
Shares change
-
+191K
-
Total reported value, excl. options
-
$74M
-
Value change
-
+$1.85M
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Number of buys
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40
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Number of sells
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-31
-
Price
-
$9.89
Significant Holders of PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) as of Q2 2025
97 filings reported holding PMO - PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT as of Q2 2025.
PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) has 87 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.48M shares
.
Largest 10 shareholders include GUGGENHEIM CAPITAL LLC (605K shares), Pathstone Holdings, LLC (530K shares), MELFA WEALTH MANAGEMENT, INC. (480K shares), Hennion & Walsh Asset Management, Inc. (450K shares), 1607 Capital Partners, LLC (377K shares), MORGAN STANLEY (368K shares), COMMONWEALTH EQUITY SERVICES, LLC (320K shares), Advisors Asset Management, Inc. (307K shares), Fiera Capital Corp (291K shares), and RIVERNORTH CAPITAL MANAGEMENT, LLC (248K shares).
This table shows the top 87 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.