Concurrent Investment Advisors, LLC Putnam Municipal Opportunities Trust Put Options Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
Put Options
	  0 transactions
	
  | Quarter | Operation | Price Per put | puts change | puts Held | SEC Form | 
|---|
Others Institutions Holding PMO
# of Institutions
98Shares Held
7.8MCall Options Held
0Put Options Held
0- 
    
      Guggenheim Capital LLC Chicago, IL605KShares$6.27 Million0.05% of portfolio
- 
    
      Pathstone Holdings, LLC Englewood, NJ530KShares$5.49 Million0.02% of portfolio
- 
    
      Melfa Wealth Management, LLC Westborough, MA480KShares$4.98 Million2.91% of portfolio
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      Hennion & Walsh Asset Management, Inc.448KShares$4.65 Million0.18% of portfolio
- 
    
      1607 Capital Partners, LLC Richmond, VA377KShares$3.91 Million0.3% 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...