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Putnam Municipal Oppor (PMO)

CUSIP: 746922103 | US | Financial Services · Asset Management | Micro Cap | 346 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.496,370
0.1% of portfolio›$4.5M
Allspring Global Investments Holdings, LLC385,780
0.0% of portfolio›$3.5M
Commonwealth Equity Services, LLC296,537
0.0% of portfolio›$2.7M
Worthington Financial Partners, LLC130,208
1.0% of portfolio›$1.2M
Park Avenue Securities LLC103,161
0.0% of portfolio›$943
Nova R Wealth, Inc.93,059
0.2% of portfolio›$850.6K
Riverbridge Partners LLC84,691
0.0% of portfolio›$774.1K
Noble Wealth Management PBC79,196
0.3% of portfolio›$723.9K
Capital Investment Advisors, LLC69,679
0.0% of portfolio›$636.9K
Ackerman Capital Advisors, LLC40,047
0.1% of portfolio›$366.0K
Burford Brothers, Inc.30,200
0.1% of portfolio›$276.0K
Cambridge Investment Research Advisors, Inc.28,910
0.0% of portfolio›$264
Concurrent Investment Advisors, LLC27,550
0.0% of portfolio›$251.8K
Closed-End Fund Advisors, Inc.24,590
0.2% of portfolio›$224.8K
Oppenheimer & Co Inc20,237
0.0% of portfolio›$185.0K
Integrated Capital Management, Inc.18,501
0.1% of portfolio›$169.1K
Spire Wealth Management14,000
0.0% of portfolio›$128.0K
Cyndeo Wealth Partners, LLC13,737
0.0% of portfolio›$125.6K
Successful Portfolios LLC13,428
0.1% of portfolio›$122.0K
Gill Capital Partners, LLC12,756
0.0% of portfolio›$116.6K
Smith Asset Management Co., LLC12,243
0.1% of portfolio›$111.9K
Lyell Wealth Management, LP11,531
0.0% of portfolio›$105.4K
International Assets Investment Management, LLC11,347
0.0% of portfolio›$103.7K
Meridian Wealth Management, LLC10,108
0.0% of portfolio›$92.4K
Oakmont Investment Advisors, Inc.10,000
0.1% of portfolio›$91.4K
Duncker Streett & Co Inc4,900
0.0% of portfolio›$44.8K
CX Institutional3,123
0.0% of portfolio›$29
Blue Bell Private Wealth Management, LLC1,723
0.0% of portfolio›$15.7K
Community Financial Services Group, LLC935
0.0% of portfolio›$8.5K
Hilltop National Bank780
0.0% of portfolio›$7.1K
Cullen T Bankers, Inc.633
0.0% of portfolio›$5.8K
Elevated Capital Advisors, LLC595
0.0% of portfolio›$5.4K
Wolverine Asset Management LLC400
0.0% of portfolio›$3.7K
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
496,370$4.5M0.1%ValueMediumParsippany, NJ2026-10-13
Allspring Global Investments Holdings, LLC
385,780$3.5M0.0%CoreMediumCharlotte, NC2026-11-04
Commonwealth Equity Services, LLC
296,537$2.7M0.0%ETFLowWaltham, MA2026-11-02
Worthington Financial Partners, LLC
130,208$1.2M1.0%GrowthLowWorthington, OH2026-10-13
Park Avenue Securities LLC
103,161$9430.0%ETFMediumNew York, NY2026-10-26
Nova R Wealth, Inc.
93,059$850.6K0.2%ETFLowOverland Park, KS2026-10-26
Riverbridge Partners LLC
84,691$774.1K0.0%GrowthLowMinneapolis, MN2026-11-05
Noble Wealth Management PBC
79,196$723.9K0.3%YieldMediumGreenwood Village, CO2026-10-01
Capital Investment Advisors, LLC
69,679$636.9K0.0%CoreLowAtlanta, GA2026-10-22
Ackerman Capital Advisors, LLC
40,047$366.0K0.1%ETFLowDallas, TX2026-10-30
Burford Brothers, Inc.
30,200$276.0K0.1%CoreLowDallas, TX2026-10-21
Cambridge Investment Research Advisors, Inc.
28,910$2640.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
27,550$251.8K0.0%GrowthMediumTampa, FL2026-10-16
Closed-End Fund Advisors, Inc.
24,590$224.8K0.2%YieldMediumRichmond, VA2026-11-04
Oppenheimer & Co Inc
20,237$185.0K0.0%CoreLowNew York, NY2026-10-26
Integrated Capital Management, Inc.
18,501$169.1K0.1%ETFLowJessup, PA2026-10-09
Spire Wealth Management
14,000$128.0K0.0%GrowthMediumMclean, VA2026-10-30
Cyndeo Wealth Partners, LLC
13,737$125.6K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Successful Portfolios LLC
13,428$122.0K0.1%CoreVery LowClearwater, FL2026-10-09
Gill Capital Partners, LLC
12,756$116.6K0.0%ETFLowDenver, CO2026-10-13
Smith Asset Management Co., LLC
12,243$111.9K0.1%YieldLowChiefland, FL2026-10-16
Lyell Wealth Management, LP
11,531$105.4K0.0%GrowthLowMenlo Park, CA2026-10-30
International Assets Investment Management, LLC
11,347$103.7K0.0%CoreVery HighOrlando, FL2026-11-02
Meridian Wealth Management, LLC
10,108$92.4K0.0%GrowthLowLexington, KY2026-11-05
Oakmont Investment Advisors, Inc.
10,000$91.4K0.1%GrowthMediumPittsburgh, PA2026-10-21
Duncker Streett & Co Inc
4,900$44.8K0.0%GrowthLowSt. Louis, MO2026-10-27
CX Institutional
3,123$290.0%CoreMediumAuburn, IN2026-10-02
Blue Bell Private Wealth Management, LLC
1,723$15.7K0.0%YieldVery LowBlue Bell, PA2026-10-29
Community Financial Services Group, LLC
935$8.5K0.0%GrowthLowNewport, VT2026-10-15
Hilltop National Bank
780$7.1K0.0%CoreLowCasper, WY2026-10-14
Cullen T Bankers, Inc.
633$5.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Elevated Capital Advisors, LLC
595$5.4K0.0%ETFMediumSandy, UT2026-11-04
Wolverine Asset Management LLC
400$3.7K0.0%Deep ValueVery HighChicago, IL2026-11-02