PMO Putnam Municipal Opportunities Trust Common Stock
NYSE · N/A close Oct 2, 2026PMO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
PMO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 23, 2026 | $0.05 | USD | ≈5.5% |
| Aug 24, 2026 | $0.05 | USD | ≈4.9% |
| Jul 24, 2026 | $0.05 | USD | ≈4.8% |
| Jun 23, 2026 | $0.05 | USD | ≈4.5% |
| May 21, 2026 | $0.04 | USD | ≈4.6% |
| Apr 23, 2026 | $0.04 | USD | ≈4.5% |
| Mar 24, 2026 | $0.04 | USD | ≈4.6% |
| Feb 20, 2026 | $0.04 | USD | ≈4.3% |
| Jan 23, 2026 | $0.04 | USD | ≈4.4% |
| Dec 15, 2025 | $0.04 | USD | ≈4.3% |
| Nov 17, 2025 | $0.04 | USD | ≈4.3% |
| Oct 17, 2025 | $0.04 | USD | ≈4.3% |
| Sep 18, 2025 | $0.04 | USD | ≈4.2% |
| Aug 18, 2025 | $0.04 | USD | ≈4.4% |
| Jul 18, 2025 | $0.04 | USD | ≈4.4% |
| Jun 16, 2025 | $0.04 | USD | ≈4.4% |
| May 19, 2025 | $0.04 | USD | ≈4.2% |
| Apr 17, 2025 | $0.04 | USD | ≈4.3% |
| Mar 17, 2025 | $0.04 | USD | ≈4.1% |
| Feb 24, 2025 | $0.04 | USD | ≈3.9% |
Institutional owners (13F) 91 filers · $84.7M total · As of Sept. 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 8 (-3 vs prior Q) | 6 (0 vs prior Q) | 17 (-9 vs prior Q) | 28 (+7 vs prior Q) | +646K |
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 | 11.82% | Shares |
| ROBINSON CAPITAL MANAGEMENT, LLC | $6,801,072 | 645,263 | 8.03% | Shares |
| Advisors Asset Management, Inc. | $6,402,281 | 598,344 | 7.56% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $4,843,192 | 459,506 | 5.72% | Shares |
| MORGAN STANLEY | $4,672,384 | 443,299 | 5.52% | Shares |
| GUGGENHEIM CAPITAL LLC | $4,540,042 | 430,744 | 5.36% | Shares |
| Allspring Global Investments Holdings, LLC | $3,240,323 | 307,431 | 3.83% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $3,230,810 | 306,528 | 3.82% | Shares |
| WELLS FARGO & COMPANY/MN | $2,957,882 | 280,634 | 3.49% | Shares |
| VAN ECK ASSOCIATES CORP | $2,699,800 | 256,148 | 3.19% | Shares |
| Invesco Ltd. | $2,492,710 | 236,500 | 2.94% | Shares |
| 1607 Capital Partners, LLC | $2,230,359 | 211,609 | 2.63% | Shares |
| AMERIPRISE FINANCIAL INC | $2,213,375 | 209,998 | 2.61% | Shares |
| Pathstone Holdings, LLC | $2,142,129 | 203,238 | 2.53% | Shares |
| BANK OF AMERICA CORP /DE/ | $2,077,573 | 197,113 | 2.45% | Shares |
| LPL Financial LLC | $1,881,274 | 178,489 | 2.22% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,745,449 | 165,602 | 2.06% | Shares |
| Worthington Financial Partners, LLC | $1,426,514 | 135,343 | 1.69% | Shares |
| UBS Group AG | $1,305,379 | 123,850 | 1.54% | Shares |
| Fiera Capital Corp | $988,146 | 93,752 | 1.17% | Shares |
| Nova R Wealth, Inc. | $980,842 | 93,059 | 1.16% | Shares |
| Intellus Advisors LLC | $961,427 | 91,217 | 1.14% | Shares |
| STIFEL FINANCIAL CORP | $909,343 | 86,275 | 1.07% | Shares |
| RAYMOND JAMES FINANCIAL INC | $876,916 | 83,199 | 1.04% | Shares |
| SMITH, MOORE & CO. | $840,551 | 79,749 | 0.99% | Shares |
| Rockefeller Capital Management L.P. | $814,068 | 77,236 | 0.96% | Shares |
| Capital Investment Advisors, LLC | $774,209 | 73,454 | 0.91% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $745,178 | 70,700 | 0.88% | Shares |
| Noble Wealth Management PBC | $723,851 | 79,196 | 0.86% | Shares |
| Bank of New York Mellon Corp | $629,919 | 59,765 | 0.74% | Shares |
| RIVERBRIDGE PARTNERS LLC | $609,281 | 57,807 | 0.72% | Shares |
| OSAIC HOLDINGS, INC. | $466,435 | 44,254 | 0.55% | Shares |
| Summit Trail Advisors, LLC | $426,461 | 40,461 | 0.50% | Shares |
| Cyndeo Wealth Partners, LLC | $393,667 | 37,350 | 0.47% | Shares |
| &PARTNERS | $335,636 | 31,844 | 0.40% | Shares |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $329,839 | 31,294 | 0.39% | Shares |
| ROYAL BANK OF CANADA | $309,000 | 29,331 | 0.37% | Shares |
| TORONTO DOMINION BANK | $296,174 | 28,100 | 0.35% | Shares |
| Stratos Wealth Partners, LTD. | $273,302 | 25,930 | 0.32% | Shares |
| Generation Capital Management LLC | $239,764 | 22,748 | 0.28% | Shares |
| Closed-End Fund Advisors, Inc. | $228,086 | 21,640 | 0.27% | Shares |
| Ackerman Capital Advisors, LLC | $223,617 | 21,216 | 0.26% | Shares |
| Focus Partners Wealth | $221,435 | 21,009 | 0.26% | Shares |
| Cresset Asset Management, LLC | $213,962 | 20,300 | 0.25% | Shares |
| OPPENHEIMER & CO INC | $212,908 | 20,200 | 0.25% | Shares |
| Catalina Capital Group, LLC | $211,305 | 20,515 | 0.25% | Shares |
| Burford Brothers, Inc. | $209,746 | 19,900 | 0.25% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $208,460 | 19,778 | 0.25% | Shares |
| Concurrent Investment Advisors, LLC | $193,304 | 18,340 | 0.23% | Shares |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $189,872 | 18,014 | 0.22% | Shares |
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.
Company insiders 25 insiders · 1 officers · 21 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Aaron M Cooper | EVP & Chief Operating Officer | July 11, 2023 P | 34,373 | 0 | 0 | $0 |
| Manoj P Singh | Director | June 5, 2023 P | 101 | 0 | 0 | $0 |
| Mona Sutphen | Director | Dec. 1, 2022 P | 89 | 0 | 0 | $0 |
| Marie Pillai | Director | Oct. 10, 2022 P | 100 | 0 | 0 | $0 |
| Catharine B Hill | Director | Feb. 4, 2019 P | 100 | 0 | 0 | $0 |
| Liaquat Ahamed | Director | Jan. 8, 2013 P | 100 | 0 | 0 | $0 |
| Katinka Domotorffy | Director | Dec. 5, 2012 P | 100 | 0 | 0 | $0 |
| Elizabeth T Kennan | Director | Jan. 10, 2012 P | 100 | 0 | 0 | $0 |
| Ravi Akhoury | Director | July 1, 2009 J | 100 | 0 | 0 | $0 |
| 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 |
| 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
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 | 1.22% | 261,926 NS | July 31, 2026 | N-PORT |
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