CUSIP 746922103
PUTNAM MUN OPPORTUNITIES TR
118 institutions · $90.3M total · 8,829,481 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 663,504 | $7.1M | 7.51% | 2025-12-31 |
| 2 | Advisors Asset Management, Inc. | 598,344 | $6.4M | 6.77% | 2025-12-31 |
| 3 | Hennion & Walsh Asset Management, Inc. | 518,691 | $5.5M | 5.87% | 2025-12-31 |
| 4 | ROBINSON CAPITAL MANAGEMENT, LLC | 493,396 | $5.3M | 5.58% | 2025-12-31 |
| 5 | MELFA WEALTH MANAGEMENT, INC. | 472,403 | $5.1M | 5.35% | 2025-12-31 |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 427,625 | $4.6M | 4.84% | 2025-12-31 |
| 7 | Pathstone Holdings, LLC | 370,560 | $4.0M | 4.19% | 2025-12-31 |
| 8 | MORGAN STANLEY | 325,681 | $3.5M | 3.68% | 2025-12-31 |
| 9 | 1607 Capital Partners, LLC | 311,109 | $3.3M | 3.52% | 2025-12-31 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 303,910 | $3.3M | 3.44% | 2025-12-31 |
| 11 | Fiera Capital Corp | 283,503 | $3.0M | 3.21% | 2025-12-31 |
| 12 | WELLS FARGO & COMPANY/MN | 208,861 | $2.2M | 2.36% | 2025-12-31 |
| 13 | AMERIPRISE FINANCIAL INC | 179,156 | $1.9M | 2.02% | 2025-12-31 |
| 14 | LPL Financial LLC | 178,607 | $1.9M | 2.02% | 2025-12-31 |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 165,413 | $1.8M | 1.87% | 2025-12-31 |
| 16 | Karpus Management, Inc. | 161,566 | $1.7M | 1.82% | 2025-12-31 |
| 17 | Matisse Capital | 166,367 | $1.7M | 1.88% | 2025-09-30 |
| 18 | Invesco Ltd. | 159,253 | $1.7M | 1.80% | 2025-12-31 |
| 19 | BANK OF AMERICA CORP /DE/ | 150,881 | $1.6M | 1.70% | 2025-12-31 |
| 20 | Allspring Global Investments Holdings, LLC | 149,715 | $1.6M | 1.69% | 2025-12-31 |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,112 | $1.5M | 0.06% | 2025-12-31 |
| 22 | UBS Group AG | 136,346 | $1.5M | 1.54% | 2025-12-31 |
| 23 | RIVERBRIDGE PARTNERS LLC | 118,230 | $1.3M | 1.33% | 2025-12-31 |
| 24 | SMITH, MOORE & CO. | 115,236 | $1.2M | 1.30% | 2025-12-31 |
| 25 | Intellus Advisors LLC | 101,019 | $1.1M | 1.14% | 2025-12-31 |
| 26 | Nova R Wealth, Inc. | 93,059 | $995.7K | 1.05% | 2025-12-31 |
| 27 | Rockefeller Capital Management L.P. | 89,447 | $957.1K | 1.01% | 2025-12-31 |
| 28 | Capital Investment Advisors, LLC | 78,678 | $841.9K | 0.89% | 2025-12-31 |
| 29 | STIFEL FINANCIAL CORP | 78,292 | $837.7K | 0.88% | 2025-12-31 |
| 30 | Focus Partners Wealth | 53,009 | $567.2K | 0.60% | 2025-12-31 |
| 31 | Baird Financial Group, Inc. | 45,532 | $464.0K | 0.51% | 2025-03-31 |
| 32 | Noble Wealth Management PBC | 44,000 | $454.5K | 0.49% | 2025-12-31 |
| 33 | 1ST SOURCE BANK | 39,791 | $433.7K | 0.45% | 2024-12-31 |
| 34 | Royal Bank of Canada | 35,733 | $382.0K | 0.40% | 2025-12-31 |
| 35 | RAYMOND JAMES FINANCIAL INC | 35,037 | $374.9K | 0.39% | 2025-12-31 |
| 36 | Logan Stone Capital, LLC | 35,936 | $364.0K | 0.40% | 2024-12-31 |
| 37 | TECTONIC ADVISORS LLC | 36,290 | $358.9K | 0.41% | 2025-06-30 |
| 38 | &PARTNERS | 31,332 | $335.3K | 0.35% | 2025-12-31 |
| 39 | TWIN FOCUS CAPITAL PARTNERS, LLC | 31,294 | $334.8K | 0.35% | 2025-12-31 |
| 40 | OSAIC HOLDINGS, INC. | 30,980 | $331.5K | 0.35% | 2025-12-31 |
| 41 | Kovitz Investment Group Partners, LLC | 32,000 | $330.6K | 0.36% | 2025-09-30 |
| 42 | Cyndeo Wealth Partners, LLC | 26,010 | $278.3K | 0.29% | 2025-12-31 |
| 43 | NINE MASTS CAPITAL Ltd | 26,736 | $270.8K | 0.30% | 2024-12-31 |
| 44 | LEIGH BALDWIN & CO., LLC | 25,814 | $266.7K | 0.29% | 2025-09-30 |
| 45 | HighTower Advisors, LLC | 24,112 | $258.0K | 0.27% | 2025-12-31 |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,188 | $248.1K | 0.26% | 2025-12-31 |
| 47 | INTEGRATED CAPITAL MANAGEMENT, INC. | 22,908 | $245.1K | 0.25% | 2025-12-31 |
| 48 | Generation Capital Management LLC | 22,748 | $243.4K | 0.25% | 2025-12-31 |
| 49 | Ackerman Capital Advisors, LLC | 22,500 | $240.8K | 0.25% | 2025-12-31 |
| 50 | Stratos Wealth Partners, LTD. | 22,300 | $238.6K | 0.25% | 2025-12-31 |
| 51 | Closed-End Fund Advisors, Inc. | 21,640 | $231.5K | 0.24% | 2025-12-31 |
| 52 | BANK OF MONTREAL /CAN/ | 21,508 | $230.1K | 0.24% | 2025-12-31 |
| 53 | Catalina Capital Group, LLC | 20,515 | $219.5K | 0.23% | 2025-12-31 |
| 54 | Cresset Asset Management, LLC | 20,300 | $217.2K | 0.22% | 2025-12-31 |
| 55 | OPPENHEIMER & CO INC | 20,146 | $215.6K | 0.22% | 2025-12-31 |
| 56 | Burford Brothers, Inc. | 19,900 | $212.9K | 0.22% | 2025-12-31 |
| 57 | AMERICAN NATIONAL BANK & TRUST | 20,000 | $197.8K | 0.22% | 2025-06-30 |
| 58 | Concurrent Investment Advisors, LLC | 18,340 | $196.2K | 0.20% | 2025-12-31 |
| 59 | WOLVERINE ASSET MANAGEMENT LLC | 18,044 | $178.5K | 0.20% | 2025-06-30 |
| 60 | Westview Management dba Westview Investment Advisors | 15,300 | $163.7K | 0.17% | 2025-12-31 |
| 61 | Avior Wealth Management, LLC | 16,035 | $163.4K | 0.18% | 2025-03-31 |
| 62 | Sunpointe, LLC | 15,360 | $158.7K | 0.17% | 2025-09-30 |
| 63 | GILL CAPITAL PARTNERS, LLC | 14,813 | $158.5K | 0.16% | 2025-12-31 |
| 64 | Spire Wealth Management | 14,000 | $149.8K | 0.15% | 2025-12-31 |
| 65 | Moors & Cabot, Inc. | 13,838 | $148.1K | 0.15% | 2025-12-31 |
| 66 | Collaborative Wealth Managment Inc. | 13,400 | $143.4K | 0.15% | 2025-12-31 |
| 67 | Successful Portfolios LLC | 13,428 | $143.1K | 0.15% | 2025-12-31 |
| 68 | STALEY CAPITAL ADVISERS INC | 12,500 | $133.8K | 0.14% | 2025-12-31 |
| 69 | Allworth Financial LP | 12,000 | $128.4K | 0.13% | 2025-12-31 |
| 70 | Tyche Wealth Partners LLC | 11,940 | $127.8K | 0.13% | 2025-12-31 |
| 71 | Fortitude Family Office, LLC | 12,309 | $125.4K | 0.13% | 2025-03-31 |
| 72 | JANE STREET GROUP, LLC | 11,435 | $122.4K | 0.12% | 2025-12-31 |
| 73 | Sheaff Brock Investment Advisors, LLC | 12,000 | $122.3K | 0.13% | 2025-03-31 |
| 74 | SIMON QUICK ADVISORS, LLC | 11,759 | $116.3K | 0.13% | 2025-06-30 |
| 75 | Private Wealth Advisors, LLC | 11,093 | $114.6K | 0.12% | 2025-12-31 |
| 76 | Aviance Capital Partners, LLC | 10,555 | $112.9K | 0.11% | 2025-12-31 |
| 77 | Wellspring Financial Advisors, LLC | 10,500 | $112.3K | 0.11% | 2025-12-31 |
| 78 | Meridian Wealth Management, LLC | 10,108 | $108.2K | 0.11% | 2025-12-31 |
| 79 | DAVENPORT & Co LLC | 10,601 | $108.0K | 0.12% | 2025-03-31 |
| 80 | Prospera Financial Services Inc | 10,432 | $107.8K | 0.11% | 2025-09-30 |
| 81 | Cetera Investment Advisers | 10,898 | $107.8K | 0.12% | 2025-06-30 |
| 82 | MML INVESTORS SERVICES, LLC | 10,014 | $107.2K | 0.11% | 2025-12-31 |
| 83 | CITADEL ADVISORS LLC | 10,257 | $106.0K | 0.11% | 2025-09-30 |
| 84 | Seelaus Asset Management LLC | 10,388 | $105.9K | 0.11% | 2025-03-31 |
| 85 | NOMURA HOLDINGS INC | 10,000 | $98.9K | 0.11% | 2025-06-30 |
| 86 | HUNTINGTON NATIONAL BANK | 9,679 | $98.6K | 0.10% | 2025-03-31 |
| 87 | MAI Capital Management | 7,201 | $77.1K | 0.08% | 2025-12-31 |
| 88 | DUNCKER STREETT & CO INC | 4,900 | $52.4K | 0.05% | 2025-12-31 |
| 89 | COMERICA BANK | 4,685 | $50.1K | 0.05% | 2025-12-31 |
| 90 | Global Retirement Partners, LLC | 4,348 | $46.5K | 0.04% | 2025-12-31 |
| 91 | US BANCORP \DE\ | 4,545 | $45.0K | 0.05% | 2025-06-30 |
| 92 | Activest Wealth Management | 3,775 | $40.4K | 0.04% | 2025-12-31 |
| 93 | ST GERMAIN D J CO INC | 3,000 | $32.1K | 0.03% | 2025-12-31 |
| 94 | Indiana Trust & Investment Management Co | 3,000 | $30.6K | 0.03% | 2025-03-31 |
| 95 | FIFTH THIRD BANCORP | 2,539 | $27.2K | 0.02% | 2025-12-31 |
| 96 | ROTHSCHILD INVESTMENT LLC | 2,389 | $25.6K | 0.02% | 2025-12-31 |
| 97 | Elyxium Wealth, LLC | 2,179 | $23.3K | 0.02% | 2025-12-31 |
| 98 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,123 | $22.7K | 0.02% | 2025-12-31 |
| 99 | Geneos Wealth Management Inc. | 1,563 | $16.7K | 0.01% | 2025-12-31 |
| 100 | HARBOUR INVESTMENTS, INC. | 1,408 | $15.1K | 0.01% | 2025-12-31 |
| 101 | Kilter Group LLC | 1,255 | $13.4K | 0.01% | 2025-12-31 |
| 102 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,229 | $13.2K | 0.01% | 2025-12-31 |
| 103 | Mascoma Wealth Management LLC | 1,191 | $12.7K | 0.01% | 2025-12-31 |
| 104 | Anchor Investment Management, LLC | 1,000 | $10.7K | 0.01% | 2025-12-31 |
| 105 | Hilltop National Bank | 780 | $8.3K | 0.00% | 2025-12-31 |
| 106 | Elevated Capital Advisors, LLC | 595 | $6.4K | 0.00% | 2025-12-31 |
| 107 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | 476 | $4.8K | 0.00% | 2025-06-30 |
| 108 | WPG Advisers, LLC | 275 | $2.8K | 0.00% | 2025-03-31 |
| 109 | VAN ECK ASSOCIATES CORP | 210,252 | $2.3K | 2.38% | 2025-12-31 |
| 110 | COHEN & STEERS, INC. | 134,200 | $1.4K | 1.51% | 2025-12-31 |
| 111 | PARK AVENUE SECURITIES LLC | 108,352 | $1.2K | 1.22% | 2025-12-31 |
| 112 | COLDSTREAM CAPITAL MANAGEMENT INC | 55 | $561 | 0.00% | 2025-03-31 |
| 113 | Cambridge Investment Research Advisors, Inc. | 32,466 | $347 | 0.36% | 2025-12-31 |
| 114 | Olde Wealth Management, LLC | 9,440 | $96 | 0.10% | 2025-03-31 |
| 115 | Elequin Capital, LP | 8 | $79 | 0.00% | 2025-06-30 |
| 116 | CX Institutional | 3,003 | $32 | 0.03% | 2025-12-31 |
| 117 | JPMORGAN CHASE & CO | 0 | $9 | 0.00% | 2025-03-31 |
| 118 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |