Intellus Advisors LLC Putnam Municipal Opportunities Trust Transaction History
Intellus Advisors LLC
- $572 Billion
- Q1 2025
A detailed history of Intellus Advisors LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Intellus Advisors LLC holds 124,197 shares of PMO stock, worth $1.22 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
124,197
Previous 126,931
2.15%
Holding current value
$1.22 Million
Previous $1.29 Billion
1.57%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding PMO
# of Institutions
100Shares Held
7.91MCall Options Held
0Put Options Held
0-
Pathstone Holdings, LLC Englewood, NJ575KShares$5.67 Million0.03% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA481KShares$4.74 Million3.31% of portfolio
-
Hennion & Walsh Asset Management, Inc.457KShares$4.5 Million0.22% of portfolio
-
Morgan Stanley New York, NY413KShares$4.06 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL368KShares$3.63 Million0.03% 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...