Franklin Muncipl Opps Tst-UiPMO
13F holders, Q4 2024 (December 31)93holders −5
4new positions
11sold out
1famous investor
$10.13avg. 13F price*
At the end of Q4 2024, 93 institutions reported holding Franklin Muncipl Opps Tst-Ui (PMO) in their 13F filings, down 5 from Q3 2024. 4 opened new positions and 11 sold out. The largest holders were Pathstone Holdings, LLC ($5.8M), Melfa Wealth Management, Inc. ($4.9M) and Morgan Stanley ($4.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Muncipl Opps Tst-Ui
- Filed as
- PUTNAM MUN OPPORTUNITIES TR (Q4 2024)
- CUSIP
- 746922103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $772K |
| Exits | 11 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,323,442 shares bought and 735,373 shares sold, net +588,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Pathstone Holdings, LLC | 0.03% | Add +60.8% | 575,167 | $5.8M |
| Melfa Wealth Management, Inc. | 3.26% | No change | 480,850 | $4.9M |
| Morgan Stanley | 0.00% | Add +27.5% | 412,589 | $4.2M |
| Guggenheim Capital LLC | 0.03% | Add +11.9% | 368,040 | $3.7M |
| 1607 Capital Partners, LLC | 0.30% | Add +54.1% | 362,681 | $3.7M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +2144.1% | 344,532 | $3.5M |
| Fiera Capital Corp | 0.01% | Add +2.6% | 315,632 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.7% | 307,683 | $3.1M |
| Advisors Asset Management, Inc. | 0.05% | Add +92.2% | 291,314 | $3.0M |
| UBS Group AG | 0.00% | Add +10.3% | 283,668 | $2.9M |
| Rivernorth Capital Management, LLC | 0.13% | Add +46.1% | 262,568 | $2.7M |
| Van Eck Associates Corp. | 0.00% | Add +2.7% | 233,858 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 195,647 | $2.0M |
| Matisse Capital | 0.98% | No change | 190,000 | $1.9M |
| Rothschild Investment LLC | 0.12% | Reduce -3.1% | 186,921 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +14.8% | 151,244 | $1.5M |
| Intellus Advisors LLC | 0.22% | — | 126,931 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.2% | 125,584 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -25.2% | 124,073 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +7.1% | 112,497 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -11.8% | 107,686 | $1.1M |
| Cohen & Steers, Inc. | 0.00% | No change | 104,200 | $1.1M |
| Karpus Management, Inc. | 0.03% | Add +58.5% | 98,038 | $993K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -9.0% | 95,485 | $967K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +129.8% | 94,408 | $956K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -32.9% | 93,526 | $947K |
| Nova R Wealth, Inc. | 0.48% | No change | 93,059 | $943K |
| Raymond James Financial Inc. | 0.00% | — | 90,453 | $916K |
| Smith, Moore & Co. | 0.07% | Add +17.1% | 77,712 | $787K |
| Riverbridge Partners LLC | 0.01% | Reduce -1.8% | 65,618 | $665K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 48,380 | $490K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -29.6% | 46,795 | $474K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.5% | 45,531 | $461K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +17.8% | 38,629 | $391K |
| Osaic Holdings, Inc. | 0.00% | Add +8.0% | 36,865 | $373K |
| Stifel Financial Corp. | 0.00% | Add +3.1% | 36,713 | $372K |
| Logan Stone Capital, LLC | 0.12% | Reduce -84.8% | 35,936 | $364K |
| Tectonic Advisors LLC | 0.02% | Add +1.0% | 35,397 | $359K |
| NorthCoast Asset Management LLC | 0.00% | No change | 32,000 | $324K |
| HighTower Advisors, LLC | 0.00% | Add +26.9% | 31,845 | $323K |
| Jane Street Group, LLC | 0.00% | New | 31,441 | $318K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 31,294 | $317K |
| Nomura Holdings Inc. | 0.00% | Add +172.6% | 29,972 | $304K |
| NINE MASTS CAPITAL Ltd | 0.05% | Reduce -66.4% | 26,736 | $271K |
| Leigh Baldwin & Co., LLC | 0.21% | — | 24,883 | $252K |
| Gill Capital Partners, LLC | 0.08% | No change | 23,090 | $234K |
| Generation Capital Management LLC | 0.20% | — | 22,882 | $232K |
| Bank of Montreal | 0.00% | Add +4.1% | 22,764 | $231K |
| Invesco Ltd. | 0.00% | Reduce -52.4% | 22,760 | $231K |
| Cresset Asset Management, LLC | 0.00% | Reduce -7.3% | 20,300 | $206K |
| Integrated Capital Management, Inc. | 0.16% | Add +10.5% | 20,325 | $206K |
| Susquehanna International Group, LLP | 0.00% | New | 20,208 | $205K |
| Burford Brothers, Inc. | 0.10% | No change | 19,900 | $202K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -61.2% | 19,496 | $197K |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 19,084 | $193K |
| HRT Financial LP | 0.00% | New | 17,414 | $176K |
| Moors & Cabot, Inc. | 0.01% | Add +0.6% | 16,954 | $172K |
| Cetera Investment Advisers | 0.00% | Reduce -1.8% | 15,489 | $157K |
| Avior Wealth Management, LLC | 0.01% | Add +28.7% | 15,358 | $156K |
| Collaborative Wealth Managment Inc. | 0.07% | No change | 15,324 | $155K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 15,110 | $153K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 14,000 | $142K |
| Spire Wealth Management | 0.00% | No change | 14,000 | $142K |
| Noble Wealth Management PBC | 0.10% | — | 13,800 | $140K |
| Staley Capital Advisers Inc. | 0.01% | No change | 12,500 | $127K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -71.5% | 12,495 | $127K |
| Successful Portfolios LLC | 0.08% | No change | 12,428 | $126K |
| Fortitude Family Office, LLC | 0.04% | No change | 12,309 | $125K |
| Citadel Advisors | 0.00% | Add +9.5% | 12,176 | $123K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 12,000 | $122K |
| Tyche Wealth Partners LLC | 0.03% | No change | 11,940 | $121K |
| Private Wealth Advisors, LLC | 0.05% | No change | 11,774 | $119K |
| DAVENPORT & Co LLC | 0.00% | No change | 11,284 | $114K |
| Sunpointe, LLC | 0.06% | Reduce -46.5% | 11,200 | $114K |
| Simon Quick Advisors, LLC | 0.01% | Add +7.5% | 10,989 | $111K |
| Seelaus Asset Management LLC | 0.10% | No change | 10,488 | $106K |
| MAI Capital Management | 0.00% | New | 7,201 | $73K |
| Comerica Bank | 0.00% | Add +0.3% | 5,054 | $51K |
| US Bancorp \de | 0.00% | No change | 4,545 | $46K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,348 | $44K |
| Activest Wealth Management | 0.01% | No change | 4,150 | $42K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -42.7% | 4,023 | $41K |
| Fifth Third Bancorp | 0.00% | No change | 2,539 | $26K |
| Harbour Investments, Inc. | 0.00% | Add +52.1% | 2,142 | $22K |
| Bokf, NA | 0.00% | No change | 1,660 | $17K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,191 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,000 | $10K |
| Bessemer Group Inc. | 0.00% | Add +68.7% | 931 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Add +53.0% | 797 | $8K |
| Hilltop National Bank | 0.00% | No change | 780 | $8K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 476 | $5K |
| FNY Investment Advisers, LLC | 0.00% | No change | 400 | $4K |
| WPG Advisers, LLC | 0.00% | — | 275 | $3K |
"% of holder's portfolio" is PMO's weight in each manager's 13F, not the share of Franklin Muncipl Opps Tst-Ui the manager owns.