PMO — PUTNAM MUNI OPPORTUNITIES TR Common Stock

Ownership history in Karpus Management, Inc.  ·  46 quarters on record

AI Ownership Summary

Karpus Management, Inc. reported PUTNAM MUNI OPPORTUNITIES TR Common Stock (PMO) in 46 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows PMO at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Karpus Management, Inc.'s position in PUTNAM MUNI OPPORTUNITIES TR Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PMO was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PMO stock page Karpus Management, Inc. fund profile Karpus Management, Inc. full holdings
How Karpus Management, Inc. held PMO — position size vs. price
% of Fund (quarterly)    PMO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 256,492 +24,500 +10.6% 0.08% $2.6M 2025-11-14 $10.21
2025 Q2 ADDED 231,992 +132,444 +133.0% 0.07% $2.3M 2025-08-14 $9.62
2025 Q1 ADDED 99,548 +1,510 +1.5% 0.03% $1.0M 2025-05-14 $9.58
2024 Q4 ADDED 98,038 +36,188 +58.5% 0.03% $993K 2025-02-14 $10.15
2024 Q3 ADDED 61,850 +4,967 +8.7% 0.02% $674K 2024-11-13 $9.72
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PMO

As of 2025 Q4 — sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 2.91% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 2.16% Worthington Financial Partners, LLC 1.44% Nova R Wealth, Inc. 3Y 0.36% 1607 Capital Partners, LLC 3Y 7Y 0.23% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.22% Hennion & Walsh Asset Management, Inc. 3Y 0.19% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.16% Generation Capital Management LLC 0.16% Closed-End Fund Advisors, Inc. 0.14%

FAQ About Karpus Management, Inc. and PMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Karpus Management, Inc. reported owning PMO?

Karpus Management, Inc. reported PMO across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported PMO position in Karpus Management, Inc.'s portfolio?

The largest reported portfolio weight for PMO was 0.08% in 2025 Q3.

What is the latest reported PMO position on this page?

The most recent filing on this page is 2025 Q3, when Karpus Management, Inc. reported 256,492 shares, equal to 0.08% of portfolio, with an estimated market value of $2.6M.

What does the chart on this PMO ownership page compare?

The chart compares Karpus Management, Inc.'s quarterly PMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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