13FBOX
PUTNAM MUN OPPORTUNITIES TR · 13F 机构持仓分析
期权收益计算器 机构排行

PUTNAM MUN OPPORTUNITIES TR

PMO
持有机构数
90
机构合计市值 (Q2 2026)
$9,465.7万
机构合计股数 (Q2 2026)
898.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+87.7万股
29 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-63.4万股
39 · 9 清仓 · ≈
⚖️ 净额
+24.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,465.7万
持有机构数
90
新买入
10
加仓
19
减仓
30
清仓
9
持股不变
31
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.48%0.36%#4$1,000.3万94.9万股$706.4万68.6万股+26.3万股+38.38%加仓
顾问资产管理Advisors Asset Management, Inc.
0.11%0.12%#14$739.5万70.2万股$714.5万69.4万股+7,893股+1.14%加仓
ROBINSON CAPITAL MANAGEMENT, LLC
3%2.5%#1$680.1万64.5万股$597.4万57.8万股+6.7万股+11.58%加仓
Hennion & Walsh Asset Management, Inc.
0.17%0.19%#10$580.2万55.1万股$578.8万56.2万股-1.1万股-2.03%减仓
MELFA WEALTH MANAGEMENT, INC.
2.61%2.79%#2$484.3万46.0万股$486.6万47.2万股-1.3万股-2.73%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#74$467.2万44.3万股$397.1万38.4万股+5.9万股+15.31%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.03%0.05%#25$454.0万43.1万股$616.9万59.9万股-16.8万股-28.08%减仓
Allspring环球投资Allspring Global Investments Holdings, LLC
<0.01%<0.01%#39$324.0万30.7万股$154.4万15.0万股+15.8万股+105.11%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#41$323.1万30.7万股$317.2万30.8万股-1,385股-0.45%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#66$295.8万28.1万股$301.4万29.3万股-1.2万股-4.11%减仓
范埃克联合公司VAN ECK ASSOCIATES CORP
<0.01%<0.01%#51$270.0万25.6万股$261.6万25.4万股+2,189股+0.86%加仓
景顺Invesco Ltd.
<0.01%<0.01%#78$249.3万23.7万股$200.9万19.5万股+4.1万股+21.27%加仓
1607 Capital Partners, LLC
0.19%0.23%#9$223.0万21.2万股$320.4万31.1万股-10.0万股-31.98%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#67$221.3万21.0万股$221.3万21.5万股-4,831股-2.25%减仓
Pathstone控股Pathstone Holdings, LLC
0.01%0.01%#34$214.2万20.3万股$253.2万24.6万股-4.3万股-17.32%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#83$207.8万19.7万股$157.8万15.3万股+4.4万股+28.67%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#68$188.1万17.8万股$189.4万18.4万股-5,413股-2.94%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#70$174.5万16.6万股$167.7万16.3万股+2,813股+1.73%加仓
COHEN & STEERS, INC.
<0.01%<0.01%#46$171.0万16.2万股$174.3万16.9万股-7,000股-4.14%减仓
Worthington Financial Partners, LLC
1.18%1.26%#3$142.7万13.5万股$147.1万14.3万股-7,428股-5.20%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#79$130.5万12.4万股$130.0万12.6万股-2,338股-1.85%减仓
PARK AVENUE SECURITIES LLC
0.01%0.01%#33$109.3万10.4万股$109.2万10.6万股-2,295股-2.16%减仓
Fiera资本Fiera Capital Corp
<0.01%<0.01%#42$98.8万9.4万股$101.6万9.9万股-4,872股-4.94%减仓
Nova R Wealth, Inc.
0.29%0.31%#6$98.1万9.3万股$95.9万9.3万股00.00%持仓不变
Intellus Advisors LLC
0.12%0.13%#13$96.1万9.1万股$98.8万9.6万股-4,668股-4.87%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#60$90.9万8.6万股$83.5万8.1万股+5,171股+6.38%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#75$87.7万8.3万股$93.8万9.1万股-7,855股-8.63%减仓
Noble Wealth Management PBC
0.39%0.22%#5$86.9万8.2万股$44.0万4.3万股+4.0万股+92.91%加仓
SMITH, MOORE & CO.
0.05%0.06%#21$84.1万8.0万股$77.9万7.6万股+4,099股+5.42%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#55$81.4万7.7万股$82.6万8.0万股-2,968股-3.70%减仓
资本投资顾问Capital Investment Advisors, LLC
0.01%0.01%#30$77.4万7.3万股$76.1万7.4万股-450股-0.61%减仓
Thomas J. Herzfeld Advisors, Inc.
0.23%#7$74.5万7.1万股$00股+7.1万股新买入
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#88$63.0万6.0万股$50.0万4.8万股+1.1万股+23.23%加仓
RIVERBRIDGE 合伙人RIVERBRIDGE PARTNERS LLC
0.02%0.02%#28$60.9万5.8万股$79.1万7.7万股-1.9万股-24.77%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#63$46.6万4.4万股$33.2万3.2万股+1.2万股+37.47%加仓
顶峰之路顾问Summit Trail Advisors, LLC
0.01%0.01%#36$42.6万4.0万股$44.2万4.3万股-2,421股-5.65%减仓
Cyndeo Wealth Partners, LLC
0.02%0.02%#26$39.4万3.7万股$29.4万2.9万股+8,828股+30.95%加仓
&Partners&PARTNERS
<0.01%<0.01%#54$33.6万3.2万股$35.1万3.4万股-2,218股-6.51%减仓
TWIN FOCUS CAPITAL PARTNERS, LLC
0.03%0.04%#24$33.0万3.1万股$32.2万3.1万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#89$30.9万2.9万股$32.4万3.1万股-2,092股-6.66%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#61$30.9万2.9万股$33.8万3.3万股-3,551股-10.82%减仓
多伦多道明银行TORONTO DOMINION BANK
<0.01%#72$29.6万2.8万股$00股+2.8万股新买入
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#45$27.3万2.6万股$26.7万2.6万股00.00%持仓不变
Generation Capital Management LLC
0.15%0.17%#11$24.0万2.3万股$23.4万2.3万股00.00%持仓不变
Closed-End Fund Advisors, Inc.
0.22%0.23%#8$22.8万2.2万股$22.3万2.2万股00.00%持仓不变
Ackerman Capital Advisors, LLC
0.05%0.08%#22$22.4万2.1万股$39.6万3.8万股-1.7万股-44.79%减仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#76$22.1万2.1万股$25.6万2.5万股-3,800股-15.32%减仓
Cresset资产管理Cresset Asset Management, LLC
<0.01%<0.01%#59$21.4万2.0万股$20.9万2.0万股00.00%持仓不变
奥本海默公司OPPENHEIMER & CO INC
<0.01%<0.01%#48$21.3万2.0万股$20.8万2.0万股+27股+0.13%加仓
Burford Brothers, Inc.
0.08%0.08%#17$21.0万2.0万股$20.5万2.0万股00.00%持仓不变

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