D.A. Davidson & Co. Putnam Municipal Opportunities Trust Transaction History

D.A. Davidson & Co.

$15.1 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$10.51 - $11.94 $211,219 - $239,958	-20,097 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$12.16 - $12.71 $244,379 - $255,432	20,097 New	20,097 $254,000

Others Institutions Holding PMO

# of Institutions

98

Shares Held

7.93M

Call Options Held

0

Put Options Held

0

Guggenheim Capital LLC Chicago, IL

605K
Shares

$6.32 Million
0.05% of portfolio
Pathstone Holdings, LLC Englewood, NJ

530K
Shares

$5.53 Million
0.02% of portfolio
Melfa Wealth Management, LLC Westborough, MA

480K
Shares

$5.02 Million
2.91% of portfolio
Hennion & Walsh Asset Management, Inc.

448K
Shares

$4.68 Million
0.18% of portfolio
Advisors Asset Management, Inc. Monument, CO

421K
Shares

$4.39 Million
0.08% 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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