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Get Institutions for : 
Putnam Municipal Opportunities Trust (PMO)  
$10.01 0.01 (0.1%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 81    8
Total shares held : 
 6,488,431  
% of shares held : 
 17.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 1,101,947  
% of shares held change : 
   2.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.30  
Last Quarter's Ending Price : 
 $10.16  
Last Quarter's Average Price : 
 $10.28  
Change from last quarter's     
avg. price to the last closing  : 
0.27 (2.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 787,307
 12.13%
 
Increased Positions :
22
 855,572
 13.19%
 
Unchanged Positions :
24
 338,169
 5.21%
 
Decreased Positions :
21
-481,381
-7.42%
 
Closed Positions :
6
-59,551
-0.92%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ROBINSON CAPITAL MANAGEMENT LLC 7 - 2024-03-31 935,354 $9,148,000 32,407
   MORGAN STANLEY 4376 - 2024-03-31 223,001 $2,266,000 1,631
   RAYMOND JAMES & ASSOCIATES 2075 - 2024-03-31 219,888 $2,234,000 4,489
   BANK OF AMERICA CORP /DE/ 3764 - 2024-03-31 151,646 $1,541,000 3,581
   Rockefeller Capital Management L.P. 1168 - 2024-03-31 125,535 $1,275,000 12,720
   WELLS FARGO & CO/MN 2998 - 2024-03-31 98,613 $1,002,000 34,306
   OPPENHEIMER & CO INC 950 - 2024-03-31 55,573 $565,000 109
   SMITH MOORE & CO. 317 - 2024-03-31 35,954 $365,000 3,545
   TECTONIC ADVISORS LLC 259 - 2024-03-31 34,338 $349,000 347
   Lakeview Capital Partners LLC 302 - 2024-03-31 33,889 $344,000 5,391
   NOMURA HOLDINGS INC 674 - 2024-03-31 29,175 $296,000 15,925
   IFP Advisors Inc 792 - 2023-12-31 26,920 $275,000 299
   STIFEL FINANCIAL CORP 2956 - 2024-03-31 26,167 $266,000 4,200
   Goss Wealth Management LLC 1691 - 2024-03-31 25,518 $259,000 2,368
   Tyche Wealth Partners LLC 232 - 2024-03-31 23,698 $241,000 13
   Cresset Asset Management LLC 1700 - 2024-03-31 22,180 $226,000 280
   Ellis Investment Partners LLC 223 - 2024-03-31 18,805 $191,000 190
   Cetera Investment Advisers 3376 - 2024-03-31 15,703 $160,000 15,703
   Concurrent Investment Advisors LLC 822 - 2024-03-31 15,110 $154,000 381
   Massey Quick & Co. LLC 407 - 2024-03-31 14,710 $149,000 1,491
   Moors & Cabot Inc. 844 - 2024-03-31 13,909 $141,000 1,570
   WOLVERINE ASSET MANAGEMENT LLC 643 - 2024-03-31 3,670 $37,000 1,970
  22 Records found
  1    
  Page 1 of 1
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