13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
PMO

PUTNAM MUN OPPORTUNITIES TR

95 institutions still hold PUTNAM MUN OPPORTUNITIES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 746922103·95 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.0%
vs prior quarter
13F value held
$68M
53.0% inst. owned
of float
Holders
95
+22 QoQ
filers reporting
Activity
+85 / −23
+904 added · −839 reduced
this quarter
Concentration
10.49%
Advisors Asset Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported PMO in Q1 2026. Advisors Asset Management, Inc. leads at 10.5% of the visible book. +22 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Advisors Asset Management, Inc.
CIK 0001297376
$7M694K0.12%Q1 202602
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$7M686K0.35%Q1 202603
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$6M599K0.05%Q1 202604
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 0001599795
$6M578K2.50%Q1 202605
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$6M562K0.19%Q1 202606
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$5M472K2.79%Q1 202607
MORGAN STANLEY
CIK 0000895421
$4M435K0.00%Q1 202608
1607 Capital Partners, LLC
CIK 0001436866
$3M311K0.23%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M308K0.00%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M293K0.00%Q1 202611
Pathstone Holdings, LLC
CIK 0002011612
$3M246K0.01%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M215K0.00%Q1 202613
Invesco Ltd.
CIK 0000914208
$2M195K0.00%Q1 202614
LPL Financial LLC
CIK 0001403438
$2M184K0.00%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M163K0.00%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M153K0.00%Q1 202617
Allspring Global Investments Holdings, LLC
CIK 0001890906
$2M150K0.00%Q1 202618
Worthington Financial Partners, LLC
CIK 0002111427
$1M143K1.26%Q1 202619
UBS Group AG
CIK 0001610520
$1M126K0.00%Q1 202620
Fiera Capital Corp
CIK 0001505817
$1M99K0.00%Q1 2026
Page 1 of 5
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