Ifp Advisors, Inc Putnam Municipal Opportunities Trust Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$9.72 - $10.26 $1,875 - $1,980	193 Added 0.71%	27,388 $281,000
Q1 2024 Jul 30, 2024	BUY	$10.03 - $10.54 $2,758 - $2,898	275 Added 1.02%	27,195 $276,000
Q4 2023 Jan 09, 2024	BUY	$8.6 - $10.39 $2,571 - $3,106	299 Added 1.12%	26,920 $275,000
Q3 2023 Oct 12, 2023	BUY	$8.99 - $10.41 $2,472 - $2,862	275 Added 1.04%	26,621 $244,000
Q2 2023 Aug 04, 2023	SELL	$9.73 - $10.54 $93,067 - $100,815	-9,565 Reduced 26.64%	26,346 $268,000
Q1 2023 Apr 18, 2023	SELL	$10.06 - $12.15 $137,550 - $166,126	-13,673 Reduced 27.58%	35,911 $372,000
Q4 2022 Feb 07, 2023	SELL	$9.96 - $11.4 $142,169 - $162,723	-14,274 Reduced 22.35%	49,584 $578,000
Q3 2022 Nov 08, 2022	BUY	$9.8 - $12.87 $371,292 - $487,605	37,887 Added 145.88%	63,858 $745,000
Q2 2022 Sep 06, 2022	BUY	$10.51 - $11.94 $272,955 - $310,093	25,971 New	25,971 $302,000
Q2 2022 Aug 12, 2022	SELL	$10.51 - $11.94 $272,955 - $310,093	-25,971 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$11.48 - $14.3 $298,147 - $371,385	25,971 New	25,971 $302,000
Q1 2019 May 15, 2019	SELL	$11.41 - $12.27 $3,970 - $4,269	-348 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$11.31 - $11.75 $47,728 - $49,585	-4,220 Reduced 92.38%	348 $0
Q4 2017 Jan 24, 2018	SELL	$12.35 - $12.76 $2,062 - $2,130	-167 Reduced 3.53%	4,568 $0
Q2 2017 Jun 03, 2019	SELL	N/A	-214 Reduced 4.32%	4,735 $59,000
Q1 2017 Jun 03, 2019	SELL	N/A	-2,775 Reduced 35.93%	4,949 $59,000
Q4 2016 Jun 03, 2019	BUY	N/A	4,009 Added 107.91%	7,724 $92,000
Q2 2016 Jun 03, 2019	BUY	N/A	3,715	3,715 $50,000

Others Institutions Holding PMO

# of Institutions

102

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$5.04 Million
3.26% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.75 Million
0.02% of portfolio
Hennion & Walsh Asset Management, Inc.

345K
Shares

$3.61 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.5 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.45 Million
0.03% 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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