Ota Financial Group L.P. Putnam Municipal Opportunities Trust Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$13.36 - $14.88 $195,563 - $217,813	-14,638 Closed	0 $0
Q3 2021 Oct 12, 2021	BUY	$13.7 - $14.8 $200,540 - $216,642	14,638 New	14,638 $200,000
Q4 2020 Jan 20, 2021	SELL	$12.7 - $13.7 $219,341 - $236,612	-17,271 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$12.71 - $13.83 $219,514 - $238,857	17,271 New	17,271 $224,000

Others Institutions Holding PMO

# of Institutions

104

Shares Held

7.31M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$5.07 Million
3.26% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.77 Million
0.02% of portfolio
Hennion & Walsh Asset Management, Inc.

345K
Shares

$3.63 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.52 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.47 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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