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Get Institutions for : 
Putnam Municipal Opportunities Trust (PMO)  
$10.14 0.03 (0.29%) as of 4:30 Thu 5/16


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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
$9.01  
Last Quarter's Ending Price : 
$10.23  
Last Quarter's Average Price
$9.55  
Change from last quarter's     
avg. price to the last closing  : 
0.59 (6.18%)  




 
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: 
3-31-2022 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 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 - 2023-12-31 902,947 $9,273,000 265,274
   UBS Group AG 2488 - 2023-12-31 287,226 $2,938,000 56,631
   SABA CAPITAL MANAGEMENT, L.P. 143 - 2023-12-31 283,022 $2,895,000 269,980
   RAYMOND JAMES & ASSOCIATES 2075 - 2024-03-31 219,888 $2,234,000 4,489
   FIXED INCOME SECURITIES INC 587 - 2023-12-31 159,465 $1,631,000 11,398
   WELLS FARGO & CO/MN 2998 - 2024-03-31 98,613 $1,002,000 34,306
   Baird Financial Group Inc. 1231 - 2023-12-31 71,887 $735,000 3,600
   OPPENHEIMER & CO INC 950 - 2024-03-31 55,573 $565,000 109
   MILLENNIUM MANAGEMENT LLC 3088 - 2023-12-31 45,221 $463,000 975
   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
   IFP Advisors Inc 792 - 2023-12-31 26,920 $275,000 299
   Tyche Wealth Partners LLC 232 - 2024-03-31 23,698 $241,000 13
   STIFEL FINANCIAL CORP 2996 - 2023-12-31 21,967 $225,000 7,414
   Ellis Investment Partners LLC 223 - 2024-03-31 18,805 $191,000 190
   NATIONAL ASSET MANAGEMENT, INC. 1280 - 2023-12-31 16,870 $173,000 688
   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

  19 Records found
  1    
  Page 1 of 1
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