Putnam Municipal Opportunities Trust (PMO) — SEC Filings
Putnam Municipal Opportunities Trust (PMO) — 3 SEC filings. Latest: 4 (Mar 23, 2026). Includes 2 DEF 14A, 1 4.
View Putnam Municipal Opportunities Trust on SEC EDGAR
Overview
Putnam Municipal Opportunities Trust (PMO) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 4 filed on Mar 23, 2026: This Form 4 filing, submitted on March 23, 2026, indicates that BANK OF AMERICA CORP /DE/ and MERRILL LYNCH, PIERCE, FENNER & SMITH INC. are reporting entities for PUTNAM MUNICIPAL OPPORTUNITIES TRUST. While the filing itself doesn't detail specific transactions, it establishes these major financial
Sentiment Summary
Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant filing sentiment for Putnam Municipal Opportunities Trust is neutral.
Filing Type Overview
Putnam Municipal Opportunities Trust (PMO) has filed 1 4, 2 DEF 14A with the SEC between Mar 2024 to Mar 2026.
Filings by Year
Recent SEC Filings (3)
| Date | Form | Description | Risk |
|---|---|---|---|
| Mar 23, 2026 | 4 | Bank of America, Merrill Lynch Report Beneficial Ownership in Putnam Municipal Opportunities Trust | |
| Mar 10, 2025 | DEF 14A | Putnam Municipal Trusts File Annual Proxy Statements | low |
| Mar 7, 2024 | DEF 14A | Putnam Municipal Opportunities Trust Files Definitive Proxy Statement | low |
Risk Profile
Risk Assessment: Of PMO's 2 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 2 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Industry Context
The filing pertains to closed-end investment funds, specifically municipal income trusts managed by Putnam.
Top Tags
insider-ownership (1) · institutional-filing (1) · form-4 (1) · proxy-statement (1) · annual-meeting (1) · shareholder-voting (1) · Proxy Statement (1) · DEF 14A (1) · Putnam Municipal Opportunities Trust (1) · SEC Filing (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Period of Report | 2024-04-26 | Conformed Period of Report |
| Filing Date | 2024-03-07 | Filed as of Date |
| Form Type | DEF 14A | Form Type |
| SEC File Number | 811-07626 | SEC File Number for Putnam Municipal Opportunities Trust |
Frequently Asked Questions
What are the latest SEC filings for Putnam Municipal Opportunities Trust (PMO)?
Putnam Municipal Opportunities Trust has 3 recent SEC filings from Mar 2024 to Mar 2026, including 2 DEF 14A, 1 4. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of PMO filings?
Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant sentiment is neutral.
Where can I find Putnam Municipal Opportunities Trust SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Putnam Municipal Opportunities Trust (PMO) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Putnam Municipal Opportunities Trust?
Financial highlights for Putnam Municipal Opportunities Trust are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for PMO?
The investment thesis for PMO includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Putnam Municipal Opportunities Trust?
Executive information for Putnam Municipal Opportunities Trust is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Putnam Municipal Opportunities Trust stock?
Of PMO's 2 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 2 low-risk.
What are recent predictions and forward guidance from Putnam Municipal Opportunities Trust?
Forward guidance and predictions for Putnam Municipal Opportunities Trust are extracted from SEC filings as they are enriched.