PMO Putnam Municipal Opportunities
Putnam Municipal Opportunities (PMO) Institutional Ownership
What the institutions did with PMO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 949.0K | 10.5% |
| Advisors Asset Management, Inc. | 701.6K | 7.8% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 645.3K | 7.2% |
| Hennion & Walsh Asset Management, Inc. | 550.5K | 6.1% |
| MELFA WEALTH MANAGEMENT, INC. | 459.5K | 5.1% |
| MORGAN STANLEY | 443.3K | 4.9% |
| GUGGENHEIM CAPITAL LLC | 430.7K | 4.8% |
| Allspring Global Investments Holdings, LLC | 307.4K | 3.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 306.5K | 3.4% |
| WELLS FARGO & COMPANY/MN | 280.6K | 3.1% |
| VAN ECK ASSOCIATES CORP | 256.1K | 2.8% |
| Invesco Ltd. | 236.5K | 2.6% |
| 1607 Capital Partners, LLC | 211.6K | 2.4% |
| AMERIPRISE FINANCIAL INC | 210.0K | 2.3% |
| Pathstone Holdings, LLC | 203.2K | 2.3% |
| BANK OF AMERICA CORP /DE/ | 197.1K | 2.2% |
| LPL Financial LLC | 178.5K | 2.0% |
| ENVESTNET ASSET MANAGEMENT INC | 165.6K | 1.8% |
| COHEN & STEERS, INC. | 162.2K | 1.8% |
| Worthington Financial Partners, LLC | 135.3K | 1.5% |
| UBS Group AG | 123.9K | 1.4% |
| PARK AVENUE SECURITIES LLC | 103.7K | 1.2% |
| Fiera Capital Corp | 93.8K | 1.0% |
| Nova R Wealth, Inc. | 93.1K | 1.0% |
| Intellus Advisors LLC | 91.2K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Increased | 685.8K | 949.0K | +263.2K |
| GUGGENHEIM CAPITAL LLC | Reduced | 598.9K | 430.7K | -168.1K |
| Allspring Global Investments Holdings, LLC | Increased | 149.9K | 307.4K | +157.5K |
| 1607 Capital Partners, LLC | Reduced | 311.1K | 211.6K | -99.5K |
| Thomas J. Herzfeld Advisors, Inc. | New | 0 | 70.7K | +70.7K |
| ROBINSON CAPITAL MANAGEMENT, LLC | Increased | 578.3K | 645.3K | +67.0K |
| Karpus Management, Inc. | Reduced | 63.6K | 17.0K | -46.7K |
| BANK OF AMERICA CORP /DE/ | Increased | 153.2K | 197.1K | +43.9K |
| Pathstone Holdings, LLC | Reduced | 245.8K | 203.2K | -42.6K |
| Invesco Ltd. | Increased | 195.0K | 236.5K | +41.5K |
| Noble Wealth Management PBC | Increased | 42.8K | 82.5K | +39.7K |
| TORONTO DOMINION BANK | New | 0 | 28.1K | +28.1K |
| Cambridge Investment Research Advisors, Inc. | Increased | 32.8K | 58.6K | +25.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 24.2K | 0 | -24.2K |
| RIVERBRIDGE PARTNERS LLC | Reduced | 76.8K | 57.8K | -19.0K |
| Ackerman Capital Advisors, LLC | Reduced | 38.4K | 21.2K | -17.2K |
| MELFA WEALTH MANAGEMENT, INC. | Reduced | 472.4K | 459.5K | -12.9K |
| OSAIC HOLDINGS, INC. | Increased | 32.2K | 44.3K | +12.1K |
| WELLS FARGO & COMPANY/MN | Reduced | 292.7K | 280.6K | -12.0K |
| HRT FINANCIAL LP | New | 0 | 11.8K | +11.8K |
| LYELL WEALTH MANAGEMENT, LP | New | 0 | 11.5K | +11.5K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 561.9K | 550.5K | -11.4K |
| Bank of New York Mellon Corp | Increased | 48.5K | 59.8K | +11.3K |
| Aviance Capital Partners, LLC | Sold Out | 11.0K | 0 | -11.0K |
| Cyndeo Wealth Partners, LLC | Increased | 28.5K | 37.4K | +8.8K |
| MORGAN STANLEY | Increased | 434.5K | 443.3K | +8.8K |
| Advisors Asset Management, Inc. | Increased | 693.7K | 701.6K | +7.9K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 91.1K | 83.2K | -7.9K |
| Worthington Financial Partners, LLC | Reduced | 142.8K | 135.3K | -7.4K |
| MAI Capital Management | Sold Out | 7.2K | 0 | -7.2K |
| COHEN & STEERS, INC. | Reduced | 169.2K | 162.2K | -7.0K |
| HighTower Advisors, LLC | Reduced | 15.7K | 10.2K | -5.5K |
| LPL Financial LLC | Reduced | 183.9K | 178.5K | -5.4K |
| STIFEL FINANCIAL CORP | Increased | 81.1K | 86.3K | +5.2K |
| Clear Street Group Inc. | New | 0 | 5.1K | +5.1K |
| Fiera Capital Corp | Reduced | 98.6K | 93.8K | -4.9K |
| AMERIPRISE FINANCIAL INC | Reduced | 214.8K | 210.0K | -4.8K |
| Intellus Advisors LLC | Reduced | 95.9K | 91.2K | -4.7K |
| Activest Wealth Management | Sold Out | 4.2K | 0 | -4.2K |
| SMITH, MOORE & CO. | Increased | 75.7K | 79.7K | +4.1K |
| Focus Partners Wealth | Reduced | 24.8K | 21.0K | -3.8K |
| Rockefeller Capital Management L.P. | Reduced | 80.2K | 77.2K | -3.0K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 162.8K | 165.6K | +2.8K |
| Advisory Services Network, LLC | Sold Out | 2.5K | 0 | -2.5K |
| Summit Trail Advisors, LLC | Reduced | 42.9K | 40.5K | -2.4K |
| UBS Group AG | Reduced | 126.2K | 123.9K | -2.3K |
| PARK AVENUE SECURITIES LLC | Reduced | 106.0K | 103.7K | -2.3K |
| &PARTNERS | Reduced | 34.1K | 31.8K | -2.2K |
| WOLVERINE ASSET MANAGEMENT LLC | Sold Out | 2.2K | 0 | -2.2K |
| VAN ECK ASSOCIATES CORP | Increased | 254.0K | 256.1K | +2.2K |
| ROYAL BANK OF CANADA | Reduced | 31.4K | 29.3K | -2.1K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | Reduced | 20.1K | 18.0K | -2.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 307.9K | 306.5K | -1.4K |
| Smith Asset Management Co., LLC | Reduced | 13.7K | 12.5K | -1.2K |
| Capital Investment Advisors, LLC | Reduced | 73.9K | 73.5K | -450 |
| Capital Analysts, LLC | New | 0 | 447 | +447 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 1.2K | 1.6K | +342 |
| Moors & Cabot, Inc. | Increased | 14.0K | 14.1K | +157 |
| CX Institutional | Increased | 3.0K | 3.1K | +38 |
| OPPENHEIMER & CO INC | Increased | 20.2K | 20.2K | +27 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.