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

D.A. Davidson & Co.

$12 Billion
Q3 2024

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

107

Shares Held

6.94M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$4.98 Million
3.46% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.7 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.45 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

$3.35 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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.