Advisory Services Network, LLC Putnam Municipal Opportunities Trust Transaction History

Advisory Services Network, LLC

$4.9 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$8.6 - $10.39 $0 - $0	0 New	0 $0
Q4 2022 Feb 13, 2023	BUY	$9.96 - $11.4 $4,980 - $5,700	500 New	500 $5,000
Q1 2019 May 20, 2019	SELL	$11.41 - $12.27 $798 - $858	-70 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$10.86 - $11.65 $760 - $815	70 New	70 $1,000

Others Institutions Holding PMO

# of Institutions

107

Shares Held

6.94M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$4.99 Million
3.46% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.71 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.46 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.41 Million
0.03% of portfolio
Morgan Stanley New York, NY

324K
Shares

$3.36 Million
0.0% 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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