Lpl Financial LLC Putnam Municipal Opportunities Trust Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Lpl Financial LLC holds 152,045 shares of PMO stock, worth $1.58 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
152,045
Previous 127,233 19.5%
Holding current value
$1.58 Million
Previous $1.26 Million 24.8%
% of portfolio
0.0%
Previous 0.0%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$9.72 - $10.47 $241,172 - $259,781
24,812 Added 19.5%
152,045 $1.57 Million
Q2 2025

Aug 12, 2025
BUY
$9.46 - $10.23 $47,612 - $51,487
5,033 Added 4.12%
127,233 $1.26 Million
Q1 2025

May 07, 2025
BUY
$9.96 - $10.76 $144,559 - $156,170
14,514 Added 13.48%
122,200 $1.25 Million
Q4 2024

Feb 11, 2025
SELL
$10.01 - $10.93 $144,814 - $158,124
-14,467 Reduced 11.84%
107,686 $1.09 Million
Q3 2024

Nov 08, 2024
BUY
$10.15 - $10.9 $199,112 - $213,825
19,617 Added 19.13%
122,153 $1.33 Million
Q2 2024

Aug 07, 2024
BUY
$9.72 - $10.26 $451,717 - $476,812
46,473 Added 82.89%
102,536 $1.05 Million
Q1 2024

May 10, 2024
SELL
$10.03 - $10.54 $68,093 - $71,556
-6,789 Reduced 10.8%
56,063 $569,000
Q4 2023

Feb 14, 2024
BUY
$8.6 - $10.39 $13,123 - $15,855
1,526 Added 2.49%
62,852 $642,000
Q3 2023

Nov 13, 2023
SELL
$8.99 - $10.41 $10,572 - $12,242
-1,176 Reduced 1.88%
61,326 $564,000
Q2 2023

Jul 31, 2023
SELL
$9.73 - $10.54 $642,267 - $695,734
-66,009 Reduced 51.36%
62,502 $638,000
Q1 2023

May 10, 2023
BUY
$10.06 - $12.15 $62,764 - $75,803
6,239 Added 5.1%
128,511 $1.33 Million
Q4 2022

Feb 07, 2023
BUY
$9.96 - $11.4 $909,766 - $1.04 Million
91,342 Added 295.32%
122,272 $1.33 Million
Q3 2022

Nov 14, 2022
BUY
$9.8 - $12.87 $11,711 - $15,379
1,195 Added 4.02%
30,930 $303,000
Q2 2022

Aug 12, 2022
SELL
$10.51 - $11.94 $95,052 - $107,985
-9,044 Reduced 23.32%
29,735 $351,000
Q1 2022

May 16, 2022
BUY
$11.48 - $14.3 $113,697 - $141,627
9,904 Added 34.3%
38,779 $452,000
Q4 2021

Feb 14, 2022
BUY
$13.36 - $14.88 $92,304 - $102,805
6,909 Added 31.45%
28,875 $416,000
Q3 2021

Nov 15, 2021
BUY
$13.7 - $14.8 $26,852 - $29,008
1,960 Added 9.8%
21,966 $301,000
Q2 2021

Aug 13, 2021
SELL
$13.38 - $14.18 $56,784 - $60,179
-4,244 Reduced 17.5%
20,006 $283,000
Q1 2021

May 14, 2021
SELL
$13.2 - $13.88 $81,219 - $85,403
-6,153 Reduced 20.24%
24,250 $325,000
Q4 2020

Feb 12, 2021
SELL
$12.7 - $13.7 $31,267 - $33,729
-2,462 Reduced 7.49%
30,403 $416,000
Q3 2020

Nov 09, 2020
BUY
$12.71 - $13.83 $35,969 - $39,138
2,830 Added 9.42%
32,865 $426,000
Q2 2020

Aug 13, 2020
BUY
$11.27 - $12.96 $127,824 - $146,992
11,342 Added 60.68%
30,035 $384,000
Q1 2020

May 14, 2020
SELL
$10.01 - $13.61 $35,385 - $48,111
-3,535 Reduced 15.9%
18,693 $223,000
Q4 2019

Feb 14, 2020
BUY
$12.81 - $13.35 $89,670 - $93,450
7,000 Added 45.97%
22,228 $292,000
Q3 2019

Nov 13, 2019
BUY
$12.71 - $13.49 $29,538 - $31,350
2,324 Added 18.01%
15,228 $199,000
Q2 2019

Aug 09, 2019
SELL
$12.16 - $12.71 $75,404 - $78,814
-6,201 Reduced 32.46%
12,904 $163,000
Q1 2019

May 08, 2019
BUY
$11.41 - $12.27 $5,647 - $6,073
495 Added 2.66%
19,105 $234,000
Q4 2018

Feb 07, 2019
SELL
$10.86 - $11.65 $119,590 - $128,289
-11,012 Reduced 37.18%
18,610 $209,000
Q3 2018

Nov 14, 2018
BUY
$11.31 - $11.75 $3,245 - $3,372
287 Added 0.98%
29,622 $338,000
Q2 2018

Aug 14, 2018
BUY
$11.5 - $11.77 $6,267 - $6,414
545 Added 1.89%
29,335 $343,000
Q1 2018

May 15, 2018
BUY
$11.51 - $12.53 $105,845 - $115,225
9,196 Added 46.93%
28,790 $336,000
Q4 2017

Feb 14, 2018
BUY
$12.35 - $12.76 $31,047 - $32,078
2,514 Added 14.72%
19,594 $242,000
Q3 2017

Nov 14, 2017
BUY
$12.44 - $12.83 $14,554 - $15,011
1,170 Added 7.35%
17,080 $216,000
Q2 2017

Aug 14, 2017
BUY
N/A
15,910
15,910 $199,000

Others Institutions Holding PMO

# of Institutions
94
Shares Held
8.15M
Call Options Held
0
Put Options Held
0
View Full List

About PUTNAM MUNICIPAL OPPORTUNITIES TRUST

PMO Quotes by TradingView
  • 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...
More about PMO
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email