Who owns Putnam Municipal Opportunities Trust?
- Ticker: PMO
- CUSIP Number: 746922103
Tip: Access positions for across all investors
Analyze quarterly positions in Putnam Municipal Opportunities Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Putnam Municipal Opportunities Trust this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Robinson Capital Management | 903k | $9.3M | 42% | Dec 2023 |
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Ameriprise Financial | 787k | $7.2M | 6% | Sep 2023 |
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Fiera Capital Corporation | 606k | $6.2M | 100% | Dec 2023 |
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Melfa Wealth Management | 485k | $5.0M | 0% | Dec 2023 |
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Commonwealth Equity Services | 330k | $3.4M | -13% | Dec 2023 |
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UBS Group | 287k | $2.9M | 25% | Dec 2023 |
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Saba Capital Management | 283k | $2.9M | 2070% | Dec 2023 |
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Van Eck Associates Corp. | 236k | $2.4M | 15% | Dec 2023 |
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Morgan Stanley | 225k | $2.1M | -4% | Sep 2023 |
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Raymond James & Associates | 215k | $2.2M | 32% | Dec 2023 |
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Advisors Asset Management | 160k | $1.6M | 8% | Dec 2023 |
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Bank of America Corporation | 148k | $1.5M | -24% | Dec 2023 |
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Advisor Group Holdings | 122k | $1.2M | -13% | Dec 2023 |
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Invesco | 120k | $1.1M | 4% | Sep 2023 |
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Rockefeller Capital Management | 113k | $1.2M | -14% | Dec 2023 |
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Capital Investment Advisors | 111k | $1.1M | -3% | Dec 2023 |
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Landscape Capital Management | 106k | $1.1M | 225% | Dec 2023 |
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Nova R Wealth | 100k | $1.0M | 0% | Dec 2023 |
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Baird Financial | 72k | $735k | 5% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 68k | $624k | 65% | Sep 2023 |
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Cambridge Investment Research Advisors | 66k | $674k | 26% | Dec 2023 |
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Wells Fargo & Company | 64k | $658k | 65% | Dec 2023 |
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1st Source Bank | 64k | $656k | -2% | Dec 2023 |
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LPL Financial | 61k | $564k | -2% | Sep 2023 |
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Oppenheimer & Co | 55k | $509k | -23% | Sep 2023 |
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Raymond James Financial Services Advisors | 55k | $560k | -16% | Dec 2023 |
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Cohen & Steers Capital Management | 54k | $496k | -64% | Sep 2023 |
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Daniel L. Goodwin | 52k | $477k | 0% | Sep 2023 |
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Millennium Management | 45k | $463k | 2% | Dec 2023 |
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Bank Of Montreal | 39k | $451k | 100% | Dec 2023 |
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Smith, Moore & Co. | 35k | $325k | -54% | Sep 2023 |
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Goss Wealth Management | 34k | $315k | -32% | Sep 2023 |
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Tectonic Advisors | 34k | $348k | 1% | Dec 2023 |
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Relative Value Partners | 32k | $327k | 0% | Dec 2023 |
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Twin Focus Capital Partners | 31k | $320k | 0% | Dec 2023 |
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Lakeview Capital Partners | 29k | $292k | 100% | Dec 2023 |
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IFP Advisors | 27k | $275k | 1% | Dec 2023 |
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Tyche Wealth Partners | 24k | $242k | 100% | Dec 2023 |
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Gill Capital Partners | 23k | $236k | -25% | Dec 2023 |
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Stifel Financial | 22k | $225k | 51% | Dec 2023 |
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Cresset Asset Management | 22k | $202k | 0% | Sep 2023 |
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Royal Bank of Canada | 21k | $218k | -18% | Dec 2023 |
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Burford Brothers | 20k | $204k | 100% | Dec 2023 |
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Huntington National Bank | 19k | $198k | 100% | Dec 2023 |
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Ellis Investment Partners | 19k | $190k | 1% | Dec 2023 |
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National Asset Management | 17k | $173k | 4% | Dec 2023 |
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Collaborative Wealth Managment | 15k | $157k | 0% | Dec 2023 |
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ARS Wealth Advisors Group | 15k | $154k | -79% | Dec 2023 |
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Indiana Trust & Investment Management | 14k | $143k | -35% | Dec 2023 |
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Spire Wealth Management | 14k | $143k | 100% | Dec 2023 |
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Citadel Advisors | 14k | $143k | 100% | Dec 2023 |
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Susquehanna International | 14k | $127k | -5% | Sep 2023 |
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Nomura Holdings | 13k | $136k | 100% | Dec 2023 |
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Massey, Quick & Co | 13k | $135k | 100% | Dec 2023 |
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Staley Capital Advisers | 13k | $128k | 0% | Dec 2023 |
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Summit Trail Advisors | 12k | $128k | 100% | Dec 2023 |
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Successful Portfolios | 12k | $127k | 0% | Dec 2023 |
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Moors & Cabot | 12k | $126k | 1% | Dec 2023 |
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Sheaff Brock Investment Advisors | 12k | $123k | 0% | Dec 2023 |
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Private Wealth Advisors | 12k | $121k | 0% | Dec 2023 |
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Moody National Bank Trust Division | 12k | $120k | 100% | Dec 2023 |
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HighTower Advisors | 11k | $116k | 100% | Dec 2023 |
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Financial Network Wealth Management | 11k | $115k | 100% | Dec 2023 |
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Cetera Investment Advisers | 11k | $100k | 0% | Sep 2023 |
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Granite Springs Asset Management | 11k | $107k | 0% | Dec 2023 |
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Elequin Capital | 11k | $107k | 100% | Dec 2023 |
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Sonora Investment Management Group | 10k | $92k | 0% | Sep 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 9.9k | $102k | 0% | Dec 2023 |
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Farther Finance Advisors | 6.6k | $68k | -45% | Dec 2023 |
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Us Bancorp | 4.5k | $47k | 0% | Dec 2023 |
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Brian McDonald | 4.4k | $41k | 100% | Sep 2023 |
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D. J. St. Germain | 3.0k | $31k | 0% | Dec 2023 |
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Umb Bank N A | 2.7k | $28k | 100% | Dec 2023 |
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Fifth Third Bancorp | 2.5k | $26k | 0% | Dec 2023 |
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Wolverine Asset Management | 1.7k | $17k | -97% | Dec 2023 |
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Harbour Investments | 1.4k | $14k | 0% | Dec 2023 |
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Mascoma Wealth Management | 1.2k | $12k | 0% | Dec 2023 |
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Anchor Investment Management | 1.0k | $10k | 0% | Dec 2023 |
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Geneos Wealth Management | 521.00 | $5.3k | 0% | Dec 2023 |
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FNY Investment Advisers | 400.00 | $4.0k | 0% | Dec 2023 |
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Global Retirement Partners | 348.00 | $3.5k | 0% | Dec 2023 |
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Benjamin F. Edwards & Company | 173.00 | $2.0k | 100% | Dec 2023 |
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Who sold out of Putnam Municipal Opportunities Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Creative Planning | Sep 2023 | 14k | $131k |
RFG Advisory | Sep 2023 | 11k | $103k |
Dynamic Advisors Solutions | Sep 2023 | 11k | $103k |
Beacon Pointe Advisors | Sep 2023 | 11k | $97k |
CWM | Sep 2023 | 1.5k | $14k |