Putnam Municipal Oppor (PMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hennion & Walsh Asset Management, Inc.

DECREASED

Shares496,370 from 550,516

Change-54,146 (-10%)

Value$4.5M (-$1.3M)

Filed 2026-10-13

Melfa Wealth Management, Inc.

DECREASED

Shares438,549 from 459,506

Change-20,957 (-5%)

Value$4.0M (-$834.9K)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

INCREASED

Shares385,780 from 307,431

Change+78,349 (+25%)

Value$3.5M (+$285.7K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares296,537 from 306,528

Change-9,991 (-3%)

Value$2.7M (-$520.5K)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares197,237 from 178,489

Change+18,748 (+11%)

Value$1.8M (-$78.5K)

Filed 2026-11-06

Worthington Financial Partners, LLC

DECREASED

Shares130,208 from 135,343

Change-5,135 (-4%)

Value$1.2M (-$236.4K)

Filed 2026-10-13

Park Avenue Securities LLC

DECREASED

Shares103,161 from 103,738

Change-577 (-1%)

Value$943 (-$1.1M)

Filed 2026-10-26

Nova R Wealth, Inc.

UNCHANGED

Shares93,059 from 93,059

Change0 (0%)

Value$850.6K (-$130.3K)

Filed 2026-10-26

Riverbridge Partners LLC

INCREASED

Shares84,691 from 57,807

Change+26,884 (+47%)

Value$774.1K (+$164.8K)

Filed 2026-11-05

Noble Wealth Management PBC

DECREASED

Shares79,196 from 82,471

Change-3,275 (-4%)

Value$723.9K (-$145.4K)

Filed 2026-10-01

Capital Investment Advisors, LLC

DECREASED

Shares69,679 from 73,454

Change-3,775 (-5%)

Value$636.9K (-$137.3K)

Filed 2026-10-22

Bank of New York Mellon Corp

DECREASED

Shares58,776 from 59,765

Change-989 (-2%)

Value$537.2K (-$92.7K)

Filed 2026-11-05

Ackerman Capital Advisors, LLC

INCREASED

Shares40,047 from 21,216

Change+18,831 (+89%)

Value$366.0K (+$142.4K)

Filed 2026-10-30

Burford Brothers, Inc.

INCREASED

Shares30,200 from 19,900

Change+10,300 (+52%)

Value$276.0K (+$66.3K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares28,910 from 29,279

Change-369 (-1%)

Value$264 (-$308.7K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

INCREASED

Shares27,550 from 18,340

Change+9,210 (+50%)

Value$251.8K (+$58.5K)

Filed 2026-10-16

Closed-End Fund Advisors, Inc.

INCREASED

Shares24,590 from 21,640

Change+2,950 (+14%)

Value$224.8K (-$3.3K)

Filed 2026-11-04

Oppenheimer & Co Inc

INCREASED

Shares20,237 from 20,200

Change+37 (+0%)

Value$185.0K (-$27.9K)

Filed 2026-10-26

Integrated Capital Management, Inc.

INCREASED

Shares18,501 from 18,014

Change+487 (+3%)

Value$169.1K (-$20.8K)

Filed 2026-10-09

Moors & Cabot, Inc.

INCREASED

Shares14,342 from 14,137

Change+205 (+1%)

Value$131.1K (-$17.9K)

Filed 2026-11-06

Spire Wealth Management

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$128.0K (-$19.6K)

Filed 2026-10-30

Cyndeo Wealth Partners, LLC

DECREASED

Shares13,737 from 37,350

Change-23,613 (-63%)

Value$125.6K (-$268.1K)

Filed 2026-10-16

Successful Portfolios LLC

UNCHANGED

Shares13,428 from 13,428

Change0 (0%)

Value$122.0K (-$20.8K)

Filed 2026-10-09

Gill Capital Partners, LLC

UNCHANGED

Shares12,756 from 12,756

Change0 (0%)

Value$116.6K (-$17.9K)

Filed 2026-10-13

Fiera Capital Corp

DECREASED

Shares12,539 from 93,752

Change-81,213 (-87%)

Value$114.6K (-$873.5K)

Filed 2026-11-06

Staley Capital Advisers Inc

UNCHANGED

Shares12,500 from 12,500

Change0 (0%)

Value$114.3K (-$17.5K)

Filed 2026-11-06

Smith Asset Management Co., LLC

DECREASED

Shares12,243 from 12,549

Change-306 (-2%)

Value$111.9K (-$20.4K)

Filed 2026-10-16

Allworth Financial LP

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$126.5K ($0)

Filed 2026-11-06

Lyell Wealth Management, LP

UNCHANGED

Shares11,531 from 11,531

Change0 (0%)

Value$105.4K (-$16.1K)

Filed 2026-10-30

International Assets Investment Management, LLC

INCREASED

Shares11,347 from 1,576

Change+9,771 (+620%)

Value$103.7K (+$86.8K)

Filed 2026-11-02

Meridian Wealth Management, LLC

UNCHANGED

Shares10,108 from 10,108

Change0 (0%)

Value$92.4K (-$14.2K)

Filed 2026-11-05

Oakmont Investment Advisors, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$91.4K (-$14.0K)

Filed 2026-10-21

Fifth Third Bancorp

UNCHANGED

Shares9,353 from 9,353

Change0 (0%)

Value$85.5K (-$13.1K)

Filed 2026-11-05

Duncker Streett & Co Inc

UNCHANGED

Shares4,900 from 4,900

Change0 (0%)

Value$44.8K (-$6.9K)

Filed 2026-10-27

CX Institutional

INCREASED

Shares3,123 from 3,074

Change+49 (+2%)

Value$29 (-$3)

Filed 2026-10-02

US Bancorp \de\

NEW

Shares1,992

Change+1,992

Value$18.2K

Filed 2026-11-05

Blue Bell Private Wealth Management, LLC

DECREASED

Shares1,723 from 2,123

Change-400 (-19%)

Value$15.7K (-$6.6K)

Filed 2026-10-29

Community Financial Services Group, LLC

UNCHANGED

Shares935 from 935

Change0 (0%)

Value$8.5K (-$1.5K)

Filed 2026-10-15

Hilltop National Bank

UNCHANGED

Shares780 from 780

Change0 (0%)

Value$7.1K (-$1.1K)

Filed 2026-10-14

Cullen T Bankers, Inc.

DECREASED

Shares633 from 1,266

Change-633 (-50%)

Value$5.8K (-$7.6K)

Filed 2026-10-28

Elevated Capital Advisors, LLC

UNCHANGED

Shares595 from 595

Change0 (0%)

Value$5.4K (-$833)

Filed 2026-11-04

Wolverine Asset Management LLC

NEW

Shares400

Change+400

Value$3.7K

Filed 2026-11-02

Collaborative Wealth Managment Inc.

CLOSED

Shares0 from 13,400

Change-13,400 (-100%)

Value$0 (-$141.2K)

Filed 2026-11-06

Folger Nolan Fleming Douglas Capital Management, Inc

CLOSED

Shares0 from 12,262

Change-12,262 (-100%)

Value$0 (-$129.2K)

Filed 2026-10-13

Mascoma Wealth Management LLC

CLOSED

Shares0 from 1,191

Change-1,191 (-100%)

Value$0 (-$12.6K)

Filed 2026-10-23

Rivernorth Capital Management, LLC

N/A

Shares— from 949,042

Change-949,042 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 701,629

Change-701,629 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 645,263

Change-645,263 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 443,299

Change-443,299 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 430,744

Change-430,744 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 423,218

Change-423,218 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 280,634

Change-280,634 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 256,148

Change-256,148 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 236,500

Change-236,500 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 209,998

Change-209,998 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 203,238

Change-203,238 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 197,113

Change-197,113 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 165,602

Change-165,602 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 162,200

Change-162,200 (-100%)

Value—

UBS Group AG

N/A

Shares— from 123,850

Change-123,850 (-100%)

Value—

Intellus Advisors LLC

N/A

Shares— from 91,217

Change-91,217 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 86,275

Change-86,275 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 83,199

Change-83,199 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 79,749

Change-79,749 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 77,236

Change-77,236 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 70,700

Change-70,700 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 44,254

Change-44,254 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 40,461

Change-40,461 (-100%)

Value—

&partners

N/A

Shares— from 31,844

Change-31,844 (-100%)

Value—

Twin Focus Capital Partners, LLC

N/A

Shares— from 31,294

Change-31,294 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 29,331

Change-29,331 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 28,100

Change-28,100 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 25,930

Change-25,930 (-100%)

Value—

Generation Capital Management LLC

N/A

Shares— from 22,748

Change-22,748 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 21,009

Change-21,009 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 20,300

Change-20,300 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 19,778

Change-19,778 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 16,955

Change-16,955 (-100%)

Value—

Westview Management dba Westview Investment Advisors

N/A

Shares— from 15,300

Change-15,300 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 11,940

Change-11,940 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 11,770

Change-11,770 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 10,229

Change-10,229 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,709

Change-6,709 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 5,050

Change-5,050 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,348

Change-4,348 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 3,226

Change-3,226 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,908

Change-2,908 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 2,389

Change-2,389 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,563

Change-1,563 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 447

Change-447 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	496,370	550,516	-54,146	-10%	$5.8M	$4.5M	-$1.3M	2026-10-13
Melfa Wealth Management, Inc.	DECREASED	438,549	459,506	-20,957	-5%	$4.8M	$4.0M	-$834.9K	2026-11-06
Allspring Global Investments Holdings, LLC	INCREASED	385,780	307,431	+78,349	+25%	$3.2M	$3.5M	+$285.7K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	296,537	306,528	-9,991	-3%	$3.2M	$2.7M	-$520.5K	2026-11-02
LPL Financial LLC	INCREASED	197,237	178,489	+18,748	+11%	$1.9M	$1.8M	-$78.5K	2026-11-06
Worthington Financial Partners, LLC	DECREASED	130,208	135,343	-5,135	-4%	$1.4M	$1.2M	-$236.4K	2026-10-13
Park Avenue Securities LLC	DECREASED	103,161	103,738	-577	-1%	$1.1M	$943	-$1.1M	2026-10-26
Nova R Wealth, Inc.	UNCHANGED	93,059	93,059	0	0%	$980.8K	$850.6K	-$130.3K	2026-10-26
Riverbridge Partners LLC	INCREASED	84,691	57,807	+26,884	+47%	$609.3K	$774.1K	+$164.8K	2026-11-05
Noble Wealth Management PBC	DECREASED	79,196	82,471	-3,275	-4%	$869.2K	$723.9K	-$145.4K	2026-10-01
Capital Investment Advisors, LLC	DECREASED	69,679	73,454	-3,775	-5%	$774.2K	$636.9K	-$137.3K	2026-10-22
Bank of New York Mellon Corp	DECREASED	58,776	59,765	-989	-2%	$629.9K	$537.2K	-$92.7K	2026-11-05
Ackerman Capital Advisors, LLC	INCREASED	40,047	21,216	+18,831	+89%	$223.6K	$366.0K	+$142.4K	2026-10-30
Burford Brothers, Inc.	INCREASED	30,200	19,900	+10,300	+52%	$209.7K	$276.0K	+$66.3K	2026-10-21
Cambridge Investment Research Advisors, Inc.	DECREASED	28,910	29,279	-369	-1%	$309.0K	$264	-$308.7K	2026-11-02
Concurrent Investment Advisors, LLC	INCREASED	27,550	18,340	+9,210	+50%	$193.3K	$251.8K	+$58.5K	2026-10-16
Closed-End Fund Advisors, Inc.	INCREASED	24,590	21,640	+2,950	+14%	$228.1K	$224.8K	-$3.3K	2026-11-04
Oppenheimer & Co Inc	INCREASED	20,237	20,200	+37	+0%	$212.9K	$185.0K	-$27.9K	2026-10-26
Integrated Capital Management, Inc.	INCREASED	18,501	18,014	+487	+3%	$189.9K	$169.1K	-$20.8K	2026-10-09
Moors & Cabot, Inc.	INCREASED	14,342	14,137	+205	+1%	$149.0K	$131.1K	-$17.9K	2026-11-06
Spire Wealth Management	UNCHANGED	14,000	14,000	0	0%	$147.6K	$128.0K	-$19.6K	2026-10-30
Cyndeo Wealth Partners, LLC	DECREASED	13,737	37,350	-23,613	-63%	$393.7K	$125.6K	-$268.1K	2026-10-16
Successful Portfolios LLC	UNCHANGED	13,428	13,428	0	0%	$142.8K	$122.0K	-$20.8K	2026-10-09
Gill Capital Partners, LLC	UNCHANGED	12,756	12,756	0	0%	$134.4K	$116.6K	-$17.9K	2026-10-13
Fiera Capital Corp	DECREASED	12,539	93,752	-81,213	-87%	$988.1K	$114.6K	-$873.5K	2026-11-06
Staley Capital Advisers Inc	UNCHANGED	12,500	12,500	0	0%	$131.8K	$114.3K	-$17.5K	2026-11-06
Smith Asset Management Co., LLC	DECREASED	12,243	12,549	-306	-2%	$132.3K	$111.9K	-$20.4K	2026-10-16
Allworth Financial LP	UNCHANGED	12,000	12,000	0	0%	$126.5K	$126.5K	$0	2026-11-06
Lyell Wealth Management, LP	UNCHANGED	11,531	11,531	0	0%	$121.5K	$105.4K	-$16.1K	2026-10-30
International Assets Investment Management, LLC	INCREASED	11,347	1,576	+9,771	+620%	$16.9K	$103.7K	+$86.8K	2026-11-02
Meridian Wealth Management, LLC	UNCHANGED	10,108	10,108	0	0%	$106.5K	$92.4K	-$14.2K	2026-11-05
Oakmont Investment Advisors, Inc.	UNCHANGED	10,000	10,000	0	0%	$105.4K	$91.4K	-$14.0K	2026-10-21
Fifth Third Bancorp	UNCHANGED	9,353	9,353	0	0%	$98.6K	$85.5K	-$13.1K	2026-11-05
Duncker Streett & Co Inc	UNCHANGED	4,900	4,900	0	0%	$51.6K	$44.8K	-$6.9K	2026-10-27
CX Institutional	INCREASED	3,123	3,074	+49	+2%	$32	$29	-$3	2026-10-02
US Bancorp \de\	NEW	1,992	—	+1,992	—	—	$18.2K	—	2026-11-05
Blue Bell Private Wealth Management, LLC	DECREASED	1,723	2,123	-400	-19%	$22.4K	$15.7K	-$6.6K	2026-10-29
Community Financial Services Group, LLC	UNCHANGED	935	935	0	0%	$10.0K	$8.5K	-$1.5K	2026-10-15
Hilltop National Bank	UNCHANGED	780	780	0	0%	$8.2K	$7.1K	-$1.1K	2026-10-14
Cullen T Bankers, Inc.	DECREASED	633	1,266	-633	-50%	$13.3K	$5.8K	-$7.6K	2026-10-28
Elevated Capital Advisors, LLC	UNCHANGED	595	595	0	0%	$6.3K	$5.4K	-$833	2026-11-04
Wolverine Asset Management LLC	NEW	400	—	+400	—	—	$3.7K	—	2026-11-02
Collaborative Wealth Managment Inc.	CLOSED	0	13,400	-13,400	-100%	$141.2K	$0	-$141.2K	2026-11-06
Folger Nolan Fleming Douglas Capital Management, Inc	CLOSED	0	12,262	-12,262	-100%	$129.2K	$0	-$129.2K	2026-10-13
Mascoma Wealth Management LLC	CLOSED	0	1,191	-1,191	-100%	$12.6K	$0	-$12.6K	2026-10-23
Rivernorth Capital Management, LLC	N/A	—	949,042	-949,042	-100%	$10.0M	—	—	—
Advisors Asset Management, Inc.	N/A	—	701,629	-701,629	-100%	$7.4M	—	—	—
Robinson Capital Management, LLC	N/A	—	645,263	-645,263	-100%	$6.8M	—	—	—
Morgan Stanley	N/A	—	443,299	-443,299	-100%	$4.7M	—	—	—
Guggenheim Capital LLC	N/A	—	430,744	-430,744	-100%	$4.5M	—	—	—
1607 Capital Partners, LLC	N/A	—	423,218	-423,218	-100%	$4.5M	—	—	—
Wells Fargo & Company	N/A	—	280,634	-280,634	-100%	$3.0M	—	—	—
Van Eck Associates Corp	N/A	—	256,148	-256,148	-100%	$2.7M	—	—	—
Invesco Ltd.	N/A	—	236,500	-236,500	-100%	$2.5M	—	—	—
Ameriprise Financial Inc	N/A	—	209,998	-209,998	-100%	$2.2M	—	—	—
Pathstone Holdings, LLC	N/A	—	203,238	-203,238	-100%	$2.1M	—	—	—
Bank of America Corp	N/A	—	197,113	-197,113	-100%	$2.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	165,602	-165,602	-100%	$1.7M	—	—	—
Cohen & Steers, Inc.	N/A	—	162,200	-162,200	-100%	$1.7M	—	—	—
UBS Group AG	N/A	—	123,850	-123,850	-100%	$1.3M	—	—	—
Intellus Advisors LLC	N/A	—	91,217	-91,217	-100%	$961.4K	—	—	—
Stifel Financial Corp	N/A	—	86,275	-86,275	-100%	$909.3K	—	—	—
Raymond James Financial Inc	N/A	—	83,199	-83,199	-100%	$876.9K	—	—	—
Smith, Moore & Co.	N/A	—	79,749	-79,749	-100%	$840.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	77,236	-77,236	-100%	$814.1K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	70,700	-70,700	-100%	$745.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	44,254	-44,254	-100%	$466.4K	—	—	—
Summit Trail Advisors, LLC	N/A	—	40,461	-40,461	-100%	$426.5K	—	—	—
&partners	N/A	—	31,844	-31,844	-100%	$335.6K	—	—	—
Twin Focus Capital Partners, LLC	N/A	—	31,294	-31,294	-100%	$329.8K	—	—	—
Royal Bank of Canada	N/A	—	29,331	-29,331	-100%	$309.0K	—	—	—
Toronto Dominion Bank	N/A	—	28,100	-28,100	-100%	$296.2K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	25,930	-25,930	-100%	$273.3K	—	—	—
Generation Capital Management LLC	N/A	—	22,748	-22,748	-100%	$239.8K	—	—	—
Focus Partners Wealth	N/A	—	21,009	-21,009	-100%	$221.4K	—	—	—
Cresset Asset Management, LLC	N/A	—	20,300	-20,300	-100%	$214.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	19,778	-19,778	-100%	$208.5K	—	—	—
Karpus Management, Inc.	N/A	—	16,955	-16,955	-100%	$178.7K	—	—	—
Westview Management dba Westview Investment Advisors	N/A	—	15,300	-15,300	-100%	$161.3K	—	—	—
Tyche Wealth Partners LLC	N/A	—	11,940	-11,940	-100%	$125.8K	—	—	—
HRT Financial LP	N/A	—	11,770	-11,770	-100%	$124.0K	—	—	—
HighTower Advisors, LLC	N/A	—	10,229	-10,229	-100%	$107.8K	—	—	—
BFC Planning, Inc.	N/A	—	6,709	-6,709	-100%	$70.7K	—	—	—
Clear Street Group Inc.	N/A	—	5,050	-5,050	-100%	$53.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,348	-4,348	-100%	$45.8K	—	—	—
Huntington National Bank	N/A	—	3,226	-3,226	-100%	$34.0K	—	—	—
ST Germain D J Co Inc	N/A	—	3,000	-3,000	-100%	$31.6K	—	—	—
Harbour Investments, Inc.	N/A	—	2,908	-2,908	-100%	$30.7K	—	—	—
Rothschild Investment LLC	N/A	—	2,389	-2,389	-100%	$25.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,563	-1,563	-100%	$16.5K	—	—	—
Anchor Investment Management, LLC	N/A	—	1,000	-1,000	-100%	$10.5K	—	—	—
Capital Analysts, LLC	N/A	—	447	-447	-100%	$5	—	—	—

Showing 92 of 92 institutions