Bogart Wealth, LLC Putnam Municipal Opportunities Trust Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$13.38 - $14.18 $10,409 - $11,032	-778 Closed	0 $0
Q2 2019 Jul 11, 2019	BUY	$12.16 - $12.71 $9,460 - $9,888	778 New	778 $9,000

Others Institutions Holding PMO

# of Institutions

104

Shares Held

7.98M

Call Options Held

0

Put Options Held

0

Pathstone Holdings, LLC Englewood, NJ

575K
Shares

$5.94 Million
0.03% of portfolio
Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$4.97 Million
3.26% of portfolio
Morgan Stanley New York, NY

413K
Shares

$4.26 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

368K
Shares

$3.8 Million
0.03% of portfolio
1607 Capital Partners, LLC Richmond, VA

363K
Shares

$3.75 Million
0.3% 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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