Purchases and Sales Made in Q4 2023 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.48K- 45.2% |
$47.1K - $56.9K
|
6.64K
$67.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.83K- 4.85% |
$50.2K - $60.6K
|
114K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-7.5K- 34.88% |
$64.5K - $77.9K
|
14K
$142K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-7.74K- 25.1% |
$66.5K - $80.4K
|
23.1K
$235K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.5K- 16.12% |
$90.6K - $109K
|
54.8K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.1K- 32.31% |
$95K - $115K
|
23.2K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.1K- 20.85% |
$122K - $147K
|
53.7K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-15.6K- 25.64% |
$134K - $162K
|
45.2K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.7K- 13.56% |
$152K - $184K
|
113K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.8K- 13.33% |
$161K - $195K
|
122K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-26K- 48.22% |
$224K - $270K
|
27.9K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.8K- 13.35% |
$437K - $528K
|
329K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-53.5K- 96.92% |
$460K - $556K
|
1.7K
$17.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-55.7K- 78.69% |
$479K - $579K
|
15.1K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-83.9K- 36.16% |
$721K - $871K
|
148K
$1.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106K- 32.43% |
$914K - $1.1M
|
221K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134K- 17.09% |
$1.16M - $1.4M
|
652K
$6.62M
|