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Disclosery

PMO PUTNAM MUN OPPORTUNITIES TR

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SH BEN INT (common), issuer CIK 900422

88 managers (88 13F filers) reported a position in PMO shares at 2026-06-30, 8,975,654 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
88
13F filers
88
New
7
Added
19
Reduced
30
Sold out
6
Shares held by filers
8,975,654

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RIVERNORTH CAPITAL MANAGEMENT, LLC949,042$10M0.48%+263,21913F-HRTimeline
Advisors Asset Management, Inc.701,629$7.4M0.11%+7,89313F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC645,263$6.8M3%+66,99213F-HRTimeline
Hennion & Walsh Asset Management, Inc.550,516$5.8M0.17%-11,42513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.459,506$4.84M2.61%-12,89713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY443,299$4.67M<0.01%+8,78513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC430,744$4.54M0.03%-168,14713F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …307,431$3.24M<0.01%+157,54313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC306,528$3.23M<0.01%-1,38513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN280,634$2.96M<0.01%-12,02913F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP256,148$2.7M<0.01%+2,18913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.236,500$2.49M<0.01%+41,48113F-HRTimelineGroup
1607 Capital Partners, LLC211,609$2.23M0.19%-99,50013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC209,998$2.21M<0.01%-4,83113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC203,238$2.14M0.01%-42,56813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/197,113$2.08M<0.01%+43,92613F-HRTimelineGroup
LPL Financial LLC178,489$1.88M<0.01%-5,41313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC165,602$1.75M<0.01%+2,81313F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.162,200$1.71M<0.01%-7,00013F-HRTimelineGroup
Worthington Financial Partners, LLC135,343$1.43M1.18%-7,42813F-HRTimeline
UBS Group AGin group UBS Group AG123,850$1.31M<0.01%-2,33813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC103,738$1.09M0.01%-2,29513F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp93,752$988K<0.01%-4,87213F-HRTimelineGroup
Nova R Wealth, Inc.93,059$981K0.29%013F-HRTimeline
Intellus Advisors LLC91,217$961K0.12%-4,66813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP86,275$909K<0.01%+5,17113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,199$877K<0.01%-7,85513F-HRTimelineGroup
Noble Wealth Management PBC82,471$869K0.4%+39,72113F-HRTimeline
SMITH, MOORE & CO.79,749$841K0.05%+4,09913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…77,236$814K<0.01%-2,96813F-HRTimelineGroup
Capital Investment Advisors, LLC73,454$774K0.01%-45013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.70,700$745K0.23%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp59,765$630K<0.01%+11,26813F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC57,807$609K0.02%-19,03513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,254$466K<0.01%+12,06313F-HRTimelineGroup
Summit Trail Advisors, LLC40,461$426K0.01%-2,42113F-HRTimeline
Cyndeo Wealth Partners, LLC37,350$394K0.02%+8,82813F-HRTimeline
&PARTNERS31,844$336K<0.01%-2,21813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC31,294$330K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,331$309K<0.01%-2,09213F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,279$309K<0.01%-3,55113F-HR/ATimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK28,100$296K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,930$273K<0.01%013F-HRTimelineGroup
Generation Capital Management LLC22,748$240K0.15%013F-HRTimeline
Closed-End Fund Advisors, Inc.21,640$228K0.22%013F-HRTimeline
Ackerman Capital Advisors, LLC21,216$224K0.05%-17,21113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,009$221K<0.01%-3,80013F-HRTimelineGroup
Cresset Asset Management, LLC20,300$214K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,200$213K<0.01%+2713F-HRTimelineGroup
Burford Brothers, Inc.19,900$210K0.08%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,778$208K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,340$193K<0.01%013F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.18,014$190K0.13%-2,06213F-HRTimeline
Karpus Management, Inc.16,955$179K0.01%-46,68913F-HRTimeline
Westview Management dba Westview Invest…15,300$161K0.08%013F-HRTimeline
Moors & Cabot, Inc.14,137$149K0.01%+15713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,000$148K<0.01%013F-HRTimelineGroup
Successful Portfolios LLC13,428$143K0.07%013F-HRTimeline
Collaborative Wealth Managment Inc.13,400$141K0.06%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC12,756$134K0.04%013F-HRTimeline
Smith Asset Management Co., LLC12,549$132K0.1%-1,19313F-HRTimeline
STALEY CAPITAL ADVISERS INC12,500$132K0.01%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…12,262$129K0.01%013F-HRTimeline
Allworth Financial LP12,000$126K<0.01%013F-HRTimeline
Tyche Wealth Partners LLC11,940$126K0.02%013F-HRTimeline
HRT FINANCIAL LP11,770$124K<0.01%new13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP11,531$122K0.01%new13F-HRTimeline
HighTower Advisors, LLC10,229$108K<0.01%-5,47913F-HRTimeline
Meridian Wealth Management, LLC10,108$107K<0.01%013F-HRTimeline
Oakmont Investment Advisors, Inc.10,000$105K0.07%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,353$98.6K<0.01%-2613F-HRTimelineGroup
Integrated Wealth Concepts LLC7,199$75.9K<0.01%new13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.5,050$53.2K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC4,900$51.6K0.01%013F-HRTimeline
Global Retirement Partners, LLC4,348$45.8K<0.01%13F-HRTimeline
CX Institutional3,074$32K<0.01%+3813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,000$31.6K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,908$30.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,389$25.2K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,123$22.4K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,576$16.9K<0.01%+34213F-HRTimeline
Geneos Wealth Management Inc.1,563$16.5K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,266$13.3K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC1,191$12.6K<0.01%013F-HRTimeline
Community Financial Services Group, LLC935$10K<0.01%013F-HRTimeline
Hilltop National Bank780$8.22K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC595$6.27K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC447$5K<0.01%new13F-HRTimelineGroup