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Putnam Municipal Opportunities Trust shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Putnam Municipal Opportunities Trust (PMO) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Putnam Municipal Opportunities Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Municipal Opportunities Trust held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Putnam Municipal Opportunities Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $153k 15k 10.13
2024-09-30 $165k 15k 10.90
2024-06-30 $155k 15k 10.26
2024-03-31 $154k 15k 10.16
2023-12-31 $151k 15k 10.23

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Top funds holding Putnam Municipal Opportunities Trust

Pathstone Holdings
Melfa Wealth Management
Morgan Stanley
Guggenheim Capital, LLC Managers
1607 Capital Partners
Hennion & Walsh Asset Management
Fiera Capital Corporation
Commonwealth Equity Services
Advisors Asset Management
UBS Group
Rivernorth Capital Management
Logan Stone Capital
Van Eck Associates Corp.
Ameriprise Financial
Rothschild Investment

View all funds holding Putnam Municipal Opportunities Trust