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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
2023-12-31 $151k 15k 10.23

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Top funds holding Putnam Municipal Opportunities Trust

Robinson Capital Management
Melfa Wealth Management
Fiera Capital Corporation
Commonwealth Equity Services
UBS Group
Saba Capital Management
Raymond James & Associates
Van Eck Associates Corp.
Advisors Asset Management
Bank of America Corporation
Advisor Group Holdings
Park Avenue Securities
Rockefeller Capital Management
Capital Investment Advisors
Landscape Capital Management

View all funds holding Putnam Municipal Opportunities Trust