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Get Institutions for : 
Putnam Municipal Opportunities Trust (PMO)  
$10.78 0.00 (0.00%) as of 4:30 Tue 9/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    2
Total shares held : 
6,193,660  
% of shares held : 
16.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
34,755  
% of shares held change : 
  0.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$10.10  
Last Quarter's Ending Price : 
$10.26  
Last Quarter's Average Price
$9.98  
Change from last quarter's     
avg. price to the last closing  : 
0.80 (8.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 343,279
 5.54%
 
Increased Positions :
27
 371,248
 5.99%
 
Unchanged Positions :
25
 566,854
 9.15%
 
Decreased Positions :
22
-592,035
-9.56%
 
Closed Positions :
9
-87,737
-1.42%
 
Guru Positions :
0
 0%
 
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 period: 
3-31-2024 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
   ROTHSCHILD INVESTMENT LLC 135 - 2024-06-30 194,921 $2,000,000 0
   Nova R Wealth Inc. 39 - 2024-06-30 99,997 $1,026,000 0
   GOODWIN DANIEL L 48 - 2023-09-30 51,866 $477,000 0
   Lakeview Capital Partners LLC 303 - 2024-06-30 33,889 $344,000 0
   Relative Value Partners Group LLC 228 - 2024-03-31 32,000 $334,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 117 - 2024-06-30 31,294 $321,000 0
   GILL CAPITAL PARTNERS LLC 101 - 2024-06-30 23,090 $237,000 0
   Burford Brothers Inc. 140 - 2024-06-30 19,900 $204,000 0
   MILLENNIUM MANAGEMENT LLC 3438 - 2024-06-30 18,517 $190,000 0
   Collaborative Wealth Managment Inc. 166 - 2024-06-30 15,324 $157,000 0
   Concurrent Investment Advisors LLC 883 - 2024-06-30 15,110 $155,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 191 - 2024-06-30 14,000 $144,000 0
   Spire Wealth Management 802 - 2024-06-30 14,000 $144,000 0
   Successful Portfolios LLC 153 - 2024-06-30 12,428 $128,000 0
   STALEY CAPITAL ADVISERS INC 172 - 2024-06-30 12,500 $128,000 0
   Sheaff Brock Investment Advisors LLC 421 - 2024-06-30 12,000 $123,000 0
   Private Wealth Advisors LLC 75 - 2024-06-30 11,774 $120,000 0
   Granite Springs Asset Management LLC 159 - 2024-06-30 10,488 $108,000 0
   Sonora Investment Management Group LLC 245 - 2024-06-30 10,000 $102,000 0
   Farther Finance Advisors LLC 1286 - 2024-06-30 6,638 $67,000 0
   US BANCORP 2679 - 2024-06-30 4,545 $47,000 0
   FIFTH THIRD BANCORP 1637 - 2024-06-30 2,539 $26,000 0
   HARBOUR INVESTMENTS INC. 2092 - 2024-06-30 1,408 $14,000 0
   Mascoma Wealth Management LLC 318 - 2024-06-30 1,191 $12,000 0
   Anchor Investment Management LLC 775 - 2024-03-31 1,000 $10,000 0
   Hilltop National Bank 671 - 2024-06-30 780 $8,000 0
   Geneos Wealth Management Inc. 1703 - 2024-06-30 521 $5,000 0
   PROEQUITIES INC. 9638 - 2024-06-30 0 $0 0

  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results