PMO Putnam Municipal Opportunities Trust Common Stock
$10.55
Price · Aug 19, 2026
52W Range
$10–$11
72% of range
Analyst Rating
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Price Target
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P/E (TTM)
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ROE
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Net Profit Margin
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PMO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$10.55
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
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52W Range
$10 – $11
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10-Year Performance Revenue, net income, margins and EPS trends
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Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
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5Y Div CAGR
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| Ex-date | Amount |
|---|---|
| July 24, 2026 | $0.0520 |
| June 23, 2026 | $0.0520 |
| May 21, 2026 | $0.0390 |
| April 23, 2026 | $0.0390 |
| March 24, 2026 | $0.0390 |
| Feb. 20, 2026 | $0.0390 |
| Jan. 23, 2026 | $0.0390 |
| Dec. 15, 2025 | $0.0390 |
| Nov. 17, 2025 | $0.0390 |
| Oct. 17, 2025 | $0.0390 |
| Sept. 18, 2025 | $0.0390 |
| Aug. 18, 2025 | $0.0390 |
| July 18, 2025 | $0.0390 |
| June 16, 2025 | $0.0390 |
| May 19, 2025 | $0.0390 |
| April 17, 2025 | $0.0350 |
| March 17, 2025 | $0.0350 |
| Feb. 24, 2025 | $0.0350 |
| Jan. 24, 2025 | $0.0350 |
| Dec. 23, 2024 | $0.0350 |
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Institutional owners (13F) 93 filers · $74.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 10 (0 vs prior Q) | 6 (0 vs prior Q) | 15 (-13 vs prior Q) | 29 (+10 vs prior Q) | +614K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $10,002,903 | 949,042 | 13.46% | Shares |
| ROBINSON CAPITAL MANAGEMENT, LLC | $6,801,072 | 645,263 | 9.15% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $4,843,192 | 459,506 | 6.52% | Shares |
| GUGGENHEIM CAPITAL LLC | $4,533,296 | 430,104 | 6.10% | Shares |
| Allspring Global Investments Holdings, LLC | $3,240,323 | 307,431 | 4.36% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $3,230,810 | 306,528 | 4.35% | Shares |
| Advisors Asset Management, Inc. | $2,951,011 | 291,314 | 3.97% | Shares |
| VAN ECK ASSOCIATES CORP | $2,699,800 | 256,148 | 3.63% | Shares |
| Invesco Ltd. | $2,492,710 | 236,500 | 3.36% | Shares |
| 1607 Capital Partners, LLC | $2,230,359 | 211,609 | 3.00% | Shares |
| AMERIPRISE FINANCIAL INC | $2,213,375 | 209,998 | 2.98% | Shares |
| Pathstone Holdings, LLC | $2,127,805 | 201,879 | 2.86% | Shares |
| BANK OF AMERICA CORP /DE/ | $2,077,573 | 197,113 | 2.80% | Shares |
| LPL Financial LLC | $1,881,274 | 178,489 | 2.53% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,745,449 | 165,602 | 2.35% | Shares |
| Worthington Financial Partners, LLC | $1,426,514 | 135,343 | 1.92% | Shares |
| UBS Group AG | $1,305,379 | 123,850 | 1.76% | Shares |
| Fiera Capital Corp | $988,146 | 93,752 | 1.33% | Shares |
| Nova R Wealth, Inc. | $980,842 | 93,059 | 1.32% | Shares |
| Intellus Advisors LLC | $961,427 | 91,217 | 1.29% | Shares |
| STIFEL FINANCIAL CORP | $906,181 | 85,975 | 1.22% | Shares |
| Noble Wealth Management PBC | $869,244 | 82,471 | 1.17% | Shares |
| SMITH, MOORE & CO. | $840,551 | 79,749 | 1.13% | Shares |
| Rockefeller Capital Management L.P. | $814,068 | 77,236 | 1.10% | Shares |
| Capital Investment Advisors, LLC | $774,209 | 73,454 | 1.04% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $745,178 | 70,700 | 1.00% | Shares |
| WELLS FARGO & COMPANY/MN | $700,973 | 66,506 | 0.94% | Shares |
| MORGAN STANLEY | $694,491 | 65,890 | 0.93% | Shares |
| Bank of New York Mellon Corp | $629,891 | 59,762 | 0.85% | Shares |
| RIVERBRIDGE PARTNERS LLC | $609,281 | 57,807 | 0.82% | Shares |
| RAYMOND JAMES FINANCIAL INC | $509,400 | 48,330 | 0.69% | Shares |
| Summit Trail Advisors, LLC | $426,461 | 40,461 | 0.57% | Shares |
| Cyndeo Wealth Partners, LLC | $393,667 | 37,350 | 0.53% | Shares |
| &PARTNERS | $335,636 | 31,844 | 0.45% | Shares |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $329,839 | 31,294 | 0.44% | Shares |
| TORONTO DOMINION BANK | $296,174 | 28,100 | 0.40% | Shares |
| Stratos Wealth Partners, LTD. | $273,302 | 25,930 | 0.37% | Shares |
| OSAIC HOLDINGS, INC. | $250,207 | 23,739 | 0.34% | Shares |
| Generation Capital Management LLC | $239,764 | 22,748 | 0.32% | Shares |
| Closed-End Fund Advisors, Inc. | $228,086 | 21,640 | 0.31% | Shares |
| Ackerman Capital Advisors, LLC | $223,617 | 21,216 | 0.30% | Shares |
| Focus Partners Wealth | $221,435 | 21,009 | 0.30% | Shares |
| Cresset Asset Management, LLC | $213,962 | 20,300 | 0.29% | Shares |
| OPPENHEIMER & CO INC | $212,908 | 20,200 | 0.29% | Shares |
| Catalina Capital Group, LLC | $211,305 | 20,515 | 0.28% | Shares |
| Burford Brothers, Inc. | $209,746 | 19,900 | 0.28% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $208,460 | 19,778 | 0.28% | Shares |
| Concurrent Investment Advisors, LLC | $193,304 | 18,340 | 0.26% | Shares |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $189,872 | 18,014 | 0.26% | Shares |
| Karpus Management, Inc. | $178,706 | 16,955 | 0.24% | Shares |
| Westview Management dba Westview Investment Advisors | $161,262 | 15,300 | 0.22% | Shares |
| Moors & Cabot, Inc. | $149,008 | 14,137 | 0.20% | Shares |
| Spire Wealth Management | $147,560 | 14,000 | 0.20% | Shares |
| Successful Portfolios LLC | $142,845 | 13,428 | 0.19% | Shares |
| Collaborative Wealth Managment Inc. | $141,236 | 13,400 | 0.19% | Shares |
| Smith Asset Management Co., LLC | $132,266 | 12,549 | 0.18% | Shares |
| STALEY CAPITAL ADVISERS INC | $131,750 | 12,500 | 0.18% | Shares |
| GILL CAPITAL PARTNERS, LLC | $131,387 | 12,756 | 0.18% | Shares |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $129,241 | 12,262 | 0.17% | Shares |
| Allworth Financial LP | $126,480 | 12,000 | 0.17% | Shares |
| Tyche Wealth Partners LLC | $125,848 | 11,940 | 0.17% | Shares |
| Sheaff Brock Investment Advisors, LLC | $122,280 | 12,000 | 0.16% | Shares |
| LYELL WEALTH MANAGEMENT, LP | $121,537 | 11,531 | 0.16% | Shares |
| HighTower Advisors, LLC | $107,814 | 10,229 | 0.15% | Shares |
| Meridian Wealth Management, LLC | $106,538 | 10,108 | 0.14% | Shares |
| FIFTH THIRD BANCORP | $98,581 | 9,353 | 0.13% | Shares |
| Integrated Wealth Concepts LLC | $75,878 | 7,199 | 0.10% | Shares |
| Clear Street Group Inc. | $53,227 | 5,050 | 0.07% | Shares |
| DUNCKER STREETT & CO INC | $51,646 | 4,900 | 0.07% | Shares |
| COMERICA BANK | $50,130 | 4,685 | 0.07% | Shares |
| Global Retirement Partners, LLC | $45,828 | 4,348 | 0.06% | Shares |
| HUNTINGTON NATIONAL BANK | $34,002 | 3,226 | 0.05% | Shares |
| ST GERMAIN D J CO INC | $31,620 | 3,000 | 0.04% | Shares |
| HARBOUR INVESTMENTS, INC. | $30,650 | 2,908 | 0.04% | Shares |
| ROTHSCHILD INVESTMENT LLC | $25,180 | 2,389 | 0.03% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $22,376 | 2,123 | 0.03% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $17,760 | 1,685 | 0.02% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $16,915 | 1,576 | 0.02% | Shares |
| Geneos Wealth Management Inc. | $16,474 | 1,563 | 0.02% | Shares |
| ROYAL BANK OF CANADA | $14,000 | 1,314 | 0.02% | Shares |
| Cullen/Frost Bankers, Inc. | $13,344 | 1,266 | 0.02% | Shares |
| Mascoma Wealth Management LLC | $12,553 | 1,191 | 0.02% | Shares |
| Anchor Investment Management, LLC | $10,300 | 1,000 | 0.01% | Shares |
| Community Financial Services Group, LLC | $10,033 | 935 | 0.01% | Shares |
| Hilltop National Bank | $8,221 | 780 | 0.01% | Shares |
| Elevated Capital Advisors, LLC | $6,271 | 595 | 0.01% | Shares |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | $4,850 | 476 | 0.01% | Shares |
| COHEN & STEERS, INC. | $1,710 | 162,200 | 0.00% | Shares |
| PARK AVENUE SECURITIES LLC | $1,093 | 103,738 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $309 | 29,279 | 0.00% | Shares |
| HRT FINANCIAL LP | $124 | 11,770 | 0.00% | Shares |
| CX Institutional | $32 | 3,074 | 0.00% | Shares |
| Capital Analysts, LLC | $5 | 447 | 0.00% | Shares |
Company insiders 17 insiders · 0 officers · 14 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Thomas W Stephens | Director | July 1, 2009 J | 100 | 0 | 0 | $0 |
| Robert J Darretta | Director | April 4, 2008 P | 100 | 0 | 0 | $0 |
| Kenneth R Leibler | Director | Feb. 25, 2008 J | 287 | 0 | 0 | $0 |
| Myra R Drucker | Director | Feb. 25, 2008 J | 322 | 0 | 0 | $0 |
| Richard B Worley | Director | Feb. 25, 2008 J | 304 | 0 | 0 | $0 |
| Charles E Haldeman | Director | Feb. 25, 2008 J | 806 | 0 | 0 | $0 |
| George Putnam III | Director | Feb. 25, 2008 J | 3,789 | 0 | 0 | $0 |
| Charles B Curtis | Director | Feb. 25, 2008 J | 351 | 0 | 0 | $0 |
| Paul L Joskow | Director | Feb. 25, 2008 J | 387 | 0 | 0 | $0 |
| Jameson A Baxter | Director | Feb. 25, 2008 J | 4,282 | 0 | 0 | $0 |
| Robert E Patterson | Director | Feb. 25, 2008 J | 655 | 0 | 0 | $0 |
| John A Hill | Director | Feb. 25, 2008 J | 380 | 0 | 0 | $0 |
| Elizabeth T Kennan | Director | Feb. 24, 2008 J | 896 | 0 | 0 | $0 |
| Nicholas W Thorndike | Director | May 18, 2004 S | 0 | 0 | 0 | $0 |
| KARPUS MANAGEMENT, INC. | 10% owner | Nov. 15, 2010 P | 204,377 | 0 | 0 | $0 |
| Robert L Reynolds | — | Sept. 8, 2014 P | 100 | 0 | 0 | $0 |
| Barbara M Baumann | — | July 2, 2010 P | 100 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Bulldog Investors, LLC, Phillip Goldstein, Andrew Dakos, Steven Samuels ×3 filings | Aug. 21, 2017 | — | Initial filing | — | SEC |
| Karpus Management, Inc., d/b/a Karpus Investment Management I.D. ×17 filings | Dec. 30, 2011 | — | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| XMPT · VanEck ETF Trust | 1.29% | 255,981 NS | April 30, 2026 | N-PORT |