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Putnam Municipal Opportunities Trust shares owned by Private Wealth Advisors

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

Historical chart of Private Wealth 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 Private Wealth 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 Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $129k 12k 10.93
2024-06-30 $120k 12k 10.15
2024-03-31 $120k 12k 10.16
2023-12-31 $121k 12k 10.23
2023-09-30 $108k 12k 9.20
2023-06-30 $120k 12k 10.21
2023-03-31 $122k 12k 10.36
2022-12-31 $128k 12k 10.85
2022-09-30 $115k 12k 9.77
2022-06-30 $149k 12k 12.66
2022-03-31 $137k 12k 11.64
2021-12-31 $170k 12k 14.44
2021-09-30 $167k 12k 14.18
2021-06-30 $166k 12k 14.10
2021-03-31 $158k 12k 13.42
2020-12-31 $160k 12k 13.59
2020-09-30 $152k 12k 12.96
2020-06-30 $148k 12k 12.77
2020-03-31 $136k 11k 11.89
2019-12-31 $165k 15k 11.22
2019-09-30 $212k 16k 13.05
2019-06-30 $184k 15k 12.27
2019-03-31 $184k 15k 12.27
2018-12-31 $165k 15k 11.22

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View all positions for Private Wealth Advisors

Top funds holding Putnam Municipal Opportunities Trust

Melfa Wealth Management
Pathstone Holdings
Commonwealth Equity Services
Guggenheim Capital, LLC Managers
Morgan Stanley
Fiera Capital Corporation
Logan Stone Capital
1607 Capital Partners
Van Eck Associates Corp.
Rothschild Investment
Deschutes Portfolio Strategy
Raymond James & Associates
Rivernorth Capital Management
Bank of America Corporation
Advisors Asset Management

View all funds holding Putnam Municipal Opportunities Trust