Leigh Baldwin & Co., LLC Putnam Municipal Opportunities Trust Transaction History

Leigh Baldwin & Co., LLC

$1.02 Billion
Q3 2025

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$9.72 - $10.47 $250,912 - $270,272	25,814 New	25,814 $267 Million
Q2 2025 Aug 12, 2025	BUY	$9.46 - $10.23 $2,762 - $2,987	292 Added 1.16%	25,512 $252 Million
Q1 2025 May 13, 2025	BUY	$9.96 - $10.76 $3,356 - $3,626	337 Added 1.35%	25,220 $257 Million
Q4 2024 Feb 25, 2025	SELL	$10.01 - $10.93 $2.27 Million - $2.48 Million	-227,181 Reduced 90.13%	24,883 $252 Million
Q4 2024 Feb 14, 2025	BUY	$10.01 - $10.93 $2.52 Million - $2.76 Million	252,064 New	252,064 $252 Million

Others Institutions Holding PMO

# of Institutions

94

Shares Held

8.15M

Call Options Held

0

Put Options Held

0

Guggenheim Capital LLC Chicago, IL

608K
Shares

$6.32 Million
0.05% of portfolio
Pathstone Holdings, LLC Englewood, NJ

564K
Shares

$5.86 Million
0.02% of portfolio
Melfa Wealth Management, LLC Westborough, MA

480K
Shares

$5 Million
2.91% of portfolio
Hennion & Walsh Asset Management, Inc.

448K
Shares

$4.66 Million
0.18% of portfolio
Advisors Asset Management, Inc. Monument, CO

421K
Shares

$4.37 Million
0.08% of portfolio

About PUTNAM MUNICIPAL OPPORTUNITIES TRUST

Ticker PMO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Municipal Opportunities Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in fixed income markets of United States. The fund invests in companies operating across healthcare, utilities, transportation, water and sewer...

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