Dakota Wealth Management Putnam Municipal Opportunities Trust Transaction History

Dakota Wealth Management

$4.35 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	$12.16 - $12.71 $595,864 - $622,815	-49,002 Closed	0 $0
Q1 2019 Apr 18, 2019	SELL	$11.41 - $12.27 $471,335 - $506,861	-41,309 Reduced 45.74%	49,002 $462,000
Q4 2018 Jan 22, 2019	SELL	$10.86 - $11.65 $369,706 - $396,600	-34,043 Reduced 27.38%	90,311 $1.02 Million
Q3 2018 Nov 07, 2018	BUY	$11.31 - $11.75 $1.41 Million - $1.46 Million	124,354 New	124,354 $1.42 Million
Q2 2018 Aug 09, 2018	SELL	$11.5 - $11.77 $148,350 - $151,833	-12,900 Closed	0 $0
Q1 2018 Apr 10, 2018	BUY	$11.51 - $12.53 $148,479 - $161,637	12,900 New	12,900 $150,000

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...

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