Franklin Muncipl Opps Tst-UiPMO
13F holders, Q1 2025 (March 31)81holders −12
4new positions
14sold out
$10.20avg. 13F price*
At the end of Q1 2025, 81 institutions reported holding Franklin Muncipl Opps Tst-Ui (PMO) in their 13F filings, down 12 from Q4 2024. 4 opened new positions and 14 sold out. The largest holders were Pathstone Holdings, LLC ($6.6M), Melfa Wealth Management, Inc. ($4.9M) and Guggenheim Capital LLC ($4.9M).
- Company
- Franklin Muncipl Opps Tst-Ui
- Filed as
- PUTNAM MUN OPPORTUNITIES TR (Q1 2025)
- CUSIP
- 746922103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $219K |
| Exits | 14 | $3.4M |
All 13F filers, Q4 2024 → Q1 2025: 491,724 shares bought and 612,137 shares sold, net −120,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Pathstone Holdings, LLC | 0.03% | Add +11.5% | 641,316 | $6.6M |
| Melfa Wealth Management, Inc. | 3.31% | Reduce -0.0% | 480,794 | $4.9M |
| Guggenheim Capital LLC | 0.05% | Add +30.4% | 479,766 | $4.9M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Add +32.7% | 457,293 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 411,354 | $4.2M |
| 1607 Capital Partners, LLC | 0.31% | Add +5.5% | 382,761 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 315,544 | $3.2M |
| Fiera Capital Corp | 0.01% | Reduce -6.6% | 294,855 | $3.0M |
| UBS Group AG | 0.00% | Reduce -6.4% | 265,521 | $2.7M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -15.2% | 247,095 | $2.5M |
| Rivernorth Capital Management, LLC | 0.13% | Reduce -6.4% | 245,696 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +10.8% | 216,827 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +40.0% | 211,714 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Reduce -21.8% | 182,887 | $1.9M |
| Matisse Capital | 0.89% | Reduce -12.4% | 166,367 | $1.7M |
| Rothschild Investment LLC | 0.11% | Reduce -12.6% | 163,388 | $1.7M |
| Bank of America Corp. | 0.00% | Add +1.8% | 126,334 | $1.3M |
| Cohen & Steers, Inc. | 0.00% | Add +19.2% | 124,200 | $1.3M |
| Intellus Advisors LLC | 0.22% | Reduce -2.1% | 124,197 | $1.3M |
| LPL Financial LLC | 0.00% | Add +13.5% | 122,200 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.0% | 118,072 | $1.2M |
| Karpus Management, Inc. | 0.03% | Add +1.5% | 99,548 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.3% | 95,180 | $970K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 94,408 | $962K |
| Nova R Wealth, Inc. | 0.47% | No change | 93,059 | $948K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.9% | 92,720 | $945K |
| Smith, Moore & Co. | 0.07% | Add +1.9% | 79,231 | $807K |
| Raymond James Financial Inc. | 0.00% | Reduce -15.2% | 76,677 | $781K |
| Riverbridge Partners LLC | 0.01% | Add +9.5% | 71,865 | $732K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.3% | 47,885 | $488K |
| Baird Financial Group, Inc. | 0.00% | Add +0.0% | 45,532 | $464K |
| Osaic Holdings, Inc. | 0.00% | Add +10.1% | 40,585 | $414K |
| Tectonic Advisors LLC | 0.02% | Add +1.4% | 35,875 | $366K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -9.7% | 34,868 | $355K |
| Stifel Financial Corp. | 0.00% | Reduce -5.7% | 34,605 | $353K |
| NorthCoast Asset Management LLC | 0.00% | No change | 32,000 | $326K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 31,294 | $319K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -45.2% | 26,500 | $270K |
| Susquehanna International Group, LLP | 0.00% | Add +25.0% | 25,269 | $257K |
| Leigh Baldwin & Co., LLC | 0.21% | Add +1.4% | 25,220 | $257K |
| Invesco Ltd. | 0.00% | Add +5.3% | 23,972 | $244K |
| Gill Capital Partners, LLC | 0.08% | No change | 23,090 | $235K |
| Royal Bank of Canada | 0.00% | Add +16.6% | 22,246 | $226K |
| Bank of Montreal | 0.00% | Reduce -5.9% | 21,411 | $218K |
| Integrated Capital Management, Inc. | 0.17% | Add +3.6% | 21,060 | $215K |
| Cresset Asset Management, LLC | 0.00% | No change | 20,300 | $207K |
| Burford Brothers, Inc. | 0.10% | No change | 19,900 | $203K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +15.1% | 17,385 | $177K |
| Moors & Cabot, Inc. | 0.01% | Add +0.8% | 17,095 | $174K |
| Generation Capital Management LLC | 0.15% | Reduce -26.8% | 16,748 | $171K |
| Avior Wealth Management, LLC | 0.01% | Add +4.4% | 16,035 | $163K |
| Sunpointe, LLC | 0.08% | Add +37.2% | 15,370 | $157K |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 14,181 | $145K |
| Spire Wealth Management | 0.00% | No change | 14,000 | $143K |
| Collaborative Wealth Managment Inc. | 0.06% | Reduce -12.6% | 13,400 | $137K |
| Staley Capital Advisers Inc. | 0.01% | No change | 12,500 | $127K |
| Successful Portfolios LLC | 0.09% | No change | 12,428 | $127K |
| Fortitude Family Office, LLC | 0.04% | No change | 12,309 | $125K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 12,000 | $122K |
| Tyche Wealth Partners LLC | 0.03% | No change | 11,940 | $122K |
| Private Wealth Advisors, LLC | 0.05% | No change | 11,774 | $120K |
| Noble Wealth Management PBC | 0.08% | Reduce -16.7% | 11,500 | $117K |
| Simon Quick Advisors, LLC | 0.01% | Add +2.9% | 11,302 | $115K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.0% | 10,601 | $108K |
| Seelaus Asset Management LLC | 0.10% | Reduce -0.9% | 10,388 | $106K |
| Olde Wealth Management, LLC | 0.03% | New | 9,440 | $96K |
| MAI Capital Management | 0.00% | No change | 7,201 | $73K |
| Elequin Capital, LP | 0.02% | New | 7,104 | $72K |
| Comerica Bank | 0.00% | Reduce -0.1% | 5,048 | $51K |
| Wolverine Asset Management LLC | 0.00% | New | 4,943 | $50K |
| US Bancorp \de | 0.00% | No change | 4,545 | $46K |
| Activest Wealth Management | 0.01% | No change | 4,150 | $42K |
| Indiana Trust & Investment Management Co | 0.01% | Reduce -78.6% | 3,000 | $31K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -27.3% | 2,923 | $30K |
| Fifth Third Bancorp | 0.00% | No change | 2,539 | $26K |
| Harbour Investments, Inc. | 0.00% | Reduce -34.3% | 1,408 | $14K |
| Geneos Wealth Management Inc. | 0.00% | Add +66.8% | 1,329 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,191 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,000 | $10K |
| WPG Advisers, LLC | 0.00% | Reduce -62.2% | 104 | $1K |
| Coldstream Capital Management Inc. | 0.00% | New | 55 | $561 |
"% 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.