Westview Management dba Westview Investment Advisors
Position in PMO — Putnam Municipal Opportunities Trust
CIK 2073768
BURLINGTON, VT
Position in PMO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$157,590
-$6,120 QoQ
Shares Held
15,300
0.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Westview Management dba Westview Investment Advisors holds $7,840,603 across 9 Asset Management names. PMO ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMU |
Western Asset Managed Municipals Fund Inc.
|
296,657 | $3,049,633 | |
| 2 | NZF |
Nuveen Municipal Credit Income Fund
|
117,151 | $1,426,899 | |
| 3 | MHD |
Blackrock Muniholdings Fund, Inc.
|
119,038 | $1,342,748 | |
| 4 | NAD |
Nuveen Quality Municipal Income Fund
|
53,711 | $617,676 | |
| 5 | BBN |
BlackRock Taxable Municipal Bond Trust
|
35,696 | $577,204 | |
| 6 | EVN |
Eaton Vance Municipal Income Trust
|
32,874 | $342,218 | |
| 7 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
19,900 | $209,149 | |
| 8 | PMO |
Putnam Municipal Opportunities Trust
This page
|
15,300 | $157,590 |
All Filings in PMO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $157,590 | 15,300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $163,710 | 15,300 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||