Jones Financial Companies Lllp Putnam Municipal Opportunities Trust Transaction History

Jones Financial Companies Lllp

$105 Billion
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	BUY	$9.8 - $12.87 $36,260 - $47,619	3,700 New	3,700 $36,000
Q3 2021 Nov 12, 2021	SELL	$13.7 - $14.8 $12,261 - $13,246	-895 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$13.38 - $14.18 $722 - $765	-54 Reduced 5.69%	895 $13,000
Q1 2021 Apr 30, 2021	BUY	$13.2 - $13.88 $12,526 - $13,172	949 New	949 $13,000

Others Institutions Holding PMO

# of Institutions

104

Shares Held

7.23M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$5.15 Million
3.26% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.83 Million
0.02% of portfolio
Hennion & Walsh Asset Management, Inc.

345K
Shares

$3.69 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.57 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.52 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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jones Financial Companies Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Jones Financial Companies Lllp with notifications on news.