Cetera Advisor Networks LLC Putnam Municipal Opportunities Trust Transaction History

Cetera Advisor Networks LLC

$0
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$12.71 - $13.83 $142,987 - $155,587	-11,250 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$10.01 - $13.61 $23,023 - $31,303	-2,300 Reduced 16.97%	11,250 $134,000
Q4 2019 Feb 10, 2020	BUY	$12.81 - $13.35 $173,575 - $180,892	13,550 New	13,550 $178,000

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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