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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
   MELFA WEALTH MANAGEMENT LLC 2 - 2024-03-31 482,371 $4,901,000 -2,596
   FIERA SCEPTRE INC. 217 - 2024-03-31 467,939 $4,754,000 -137,715
   COMMONWEALTH EQUITY SERVICES LLC. 1419 - 2024-03-31 328,355 $3,336,000 -1,122
   AMERIPRISE FINANCIAL INC 2591 - 2024-03-31 293,761 $2,977,000 -358,261
   UBS Group AG 2689 - 2024-03-31 275,250 $2,797,000 -11,976
   VAN ECK ASSOCIATES CORP 842 - 2024-03-31 203,372 $2,066,000 -32,911
   FIXED INCOME SECURITIES INC 624 - 2024-03-31 156,288 $1,588,000 -3,177
   Advisor Group Holdings Inc. 2157 - 2024-03-31 118,534 $1,204,000 -3,517
   Capital Investment Advisors LLC 273 - 2024-03-31 109,074 $1,108,000 -1,861
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 299 - 2024-03-31 96,565 $981,000 -9,599
   INVESCO LTD 2944 - 2024-03-31 88,683 $901,000 -25,686
   Baird Financial Group Inc. 1267 - 2024-03-31 68,287 $694,000 -3,600
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2025 - 2024-03-31 64,131 $652,000 -1,717
   1ST SOURCE BANK 166 - 2024-03-31 61,894 $629,000 -2,217
   LPL FINANCIAL CORP 3597 - 2024-03-31 56,063 $570,000 -6,789
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1209 - 2024-03-31 53,058 $539,000 -597
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2463 - 2024-03-31 50,957 $518,000 -3,820
   BANK OF MONTREAL /CAN/ 2276 - 2024-03-31 31,613 $363,000 -7,428
   MILLENNIUM MANAGEMENT LLC 3557 - 2024-03-31 18,517 $188,000 -26,704
   NATIONAL ASSET MANAGEMENT, INC. 1312 - 2024-03-31 16,182 $149,000 -688
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4697 - 2024-03-31 13,806 $140,000 -15,614
   ROYAL BANK OF CANADA 4556 - 2024-03-31 10,845 $110,000 -10,495
   Summit Trail Advisors LLC 581 - 2024-03-31 10,420 $106,000 -2,023
   Financial Network Wealth Management LLC 42 - 2024-03-31 10,401 $103,000 -849
   COMERICA BANK 2774 - 2024-03-31 4,381 $45,000 -29
   UMB BANK N A/MO 1054 - 2024-03-31 2,034 $21,000 -665

  26 Records found
  1    
  Page 1 of 1
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