Purchases and Sales Made in Q3 2023 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q3 2023. The information is specifically focused on institutions that hold shares of PUTNAM MUNICIPAL OPPORTUNITIES TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
638KNew |
$5.73M - $6.64M
|
638K
$6.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
70.8KNew |
$637K - $737K
|
70.8K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.7K+ 6.17% |
$411K - $476K
|
786K
$8.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
30.5K+ 17.5% |
$274K - $317K
|
205K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.7K+ 65.05% |
$240K - $278K
|
67.8K
$700K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.3K+ 19.86% |
$210K - $243K
|
141K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
21.5KNew |
$193K - $224K
|
21.5K
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
18.8K+ 51.61% |
$169K - $196K
|
55.2K
$570K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.3KNew |
$128K - $149K
|
14.3K
$147K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
11.3K+ 5.13% |
$101K - $117K
|
231K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$95.1K - $110K
|
10.6K
$109K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.44KNew |
$39.9K - $46.2K
|
4.44K
$45.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.17K+ 3.59% |
$37.5K - $43.4K
|
120K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 29.48% |
$24.8K - $28.7K
|
12.1K
$125K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.14KNew |
$10.2K - $11.9K
|
1.14K
$11.8K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
693+ 4.47% |
$6.23K - $7.21K
|
16.2K
$167K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
348New |
$3.13K - $3.62K
|
348
$3.59K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
275+ 1.04% |
$2.47K - $2.86K
|
26.6K
$275K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
189+ 1.04% |
$1.7K - $1.97K
|
18.4K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
150+ 1.04% |
$1.35K - $1.56K
|
14.6K
$150K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100+ 33.33% |
$899 - $1.04K
|
400
$4.13K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
90+ 0.74% |
$809 - $937
|
12.2K
$126K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39- 0.36% |
$351 - $406
|
10.9K
$112K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-592- 27.9% |
$5.32K - $6.16K
|
1.53K
$15.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-689- 4.74% |
$6.19K - $7.17K
|
13.8K
$143K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-945- 1.78% |
$8.5K - $9.84K
|
52.2K
$539K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.18K- 1.88% |
$10.6K - $12.2K
|
61.3K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 1.94% |
$12.1K - $14.1K
|
68.3K
$705K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.92K- 0.4% |
$17.3K - $20K
|
484K
$5M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.39K- 25.44% |
$30.5K - $35.3K
|
9.93K
$103K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.7K- 3.13% |
$33.3K - $38.5K
|
115K
$1.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.35K- 6.25% |
$39.1K - $45.3K
|
65.3K
$675K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-4.6K- 12.04% |
$41.4K - $47.9K
|
33.6K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.44K- 17.32% |
$48.9K - $56.6K
|
26K
$268K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.9K- 4.61% |
$71K - $82.2K
|
163K
$1.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.29K- 3.96% |
$83.5K - $96.7K
|
225K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.9K- 8.35% |
$107K - $124K
|
131K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16K- 31.87% |
$144K - $167K
|
34.2K
$353K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-16.3K- 19.99% |
$146K - $170K
|
65.2K
$674K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.4K- 22.85% |
$147K - $171K
|
55.3K
$572K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-16.5K- 33.52% |
$148K - $171K
|
32.6K
$337K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.4K- 6.26% |
$228K - $264K
|
380K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.8K- 44.94% |
$286K - $331K
|
39K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-41.4K- 53.98% |
$372K - $431K
|
35.3K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-97K- 64.27% |
$872K - $1.01M
|
53.9K
$557K
|