Folger Nolan Fleming Douglas Capital Management, Inc Putnam Municipal Opportunities Trust Transaction History

Folger Nolan Fleming Douglas Capital Management, Inc

$915 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 08, 2019	SELL	$12.71 - $13.49 $155,850 - $165,414	-12,262 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$10.86 - $11.65 $131,666 - $141,244	12,124 Added 8785.51%	12,262 $138,000
Q4 2018 Feb 11, 2019	SELL	$10.86 - $11.65 $131,666 - $141,244	-12,124 Reduced 98.87%	138 $138,000
Q2 2017 Aug 11, 2017	BUY	N/A	12,262	12,262 $153,000

Others Institutions Holding PMO

# of Institutions

107

Shares Held

6.94M

Call Options Held

Put Options Held

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$5.05 Million
3.46% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.76 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.5 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.45 Million
0.03% of portfolio
Morgan Stanley New York, NY

324K
Shares

$3.4 Million
0.0% of portfolio

View Full List

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...

More about PMO

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