Steph & CO Putnam Municipal Opportunities Trust Transaction History

Steph & CO

$255 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 15, 2022	SELL	$11.48 - $14.3 $40,180 - $50,050	-3,500 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$13.36 - $14.88 $46,760 - $52,080	3,500 New	3,500 $50,000

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...

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