Cornerstone Wealth Management, LLC Putnam Municipal Opportunities Trust Transaction History

Cornerstone Wealth Management, LLC

$1.39 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	$10.86 - $11.65 $213,757 - $229,306	-19,683 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$11.31 - $11.75 $16,535 - $17,178	1,462 Added 8.02%	19,683 $1.56 Million
Q2 2018 Jul 20, 2018	BUY	$11.5 - $11.77 $209,541 - $214,461	18,221 New	18,221 $1.56 Million

Others Institutions Holding PMO

# of Institutions

105

Shares Held

7.26M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$4.95 Million
3.26% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.68 Million
0.02% of portfolio
Hennion & Walsh Asset Management, Inc.

345K
Shares

$3.55 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.43 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.38 Million
0.03% 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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.