Ifp Advisors, Inc Putnam Municipal Opportunities Trust Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Ifp Advisors, Inc holds 27,388 shares of PMO stock, worth $283,739. This represents 0.01% of its overall portfolio holdings.

Number of Shares

27,388

Previous 27,195 0.71%

Holding current value

$283,739

Previous $276,000 1.81%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$9.72 - $10.26 $1,875 - $1,980	193 Added 0.71%	27,388 $281,000
Q1 2024 Jul 30, 2024	BUY	$10.03 - $10.54 $2,758 - $2,898	275 Added 1.02%	27,195 $276,000
Q4 2023 Jan 09, 2024	BUY	$8.6 - $10.39 $2,571 - $3,106	299 Added 1.12%	26,920 $275,000
Q3 2023 Oct 12, 2023	BUY	$8.99 - $10.41 $2,472 - $2,862	275 Added 1.04%	26,621 $244,000
Q2 2023 Aug 04, 2023	SELL	$9.73 - $10.54 $93,067 - $100,815	-9,565 Reduced 26.64%	26,346 $268,000
Q1 2023 Apr 18, 2023	SELL	$10.06 - $12.15 $137,550 - $166,126	-13,673 Reduced 27.58%	35,911 $372,000
Q4 2022 Feb 07, 2023	SELL	$9.96 - $11.4 $142,169 - $162,723	-14,274 Reduced 22.35%	49,584 $578,000
Q3 2022 Nov 08, 2022	BUY	$9.8 - $12.87 $371,292 - $487,605	37,887 Added 145.88%	63,858 $745,000
Q2 2022 Sep 06, 2022	BUY	$10.51 - $11.94 $272,955 - $310,093	25,971 New	25,971 $302,000
Q2 2022 Aug 12, 2022	SELL	$10.51 - $11.94 $272,955 - $310,093	-25,971 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$11.48 - $14.3 $298,147 - $371,385	25,971 New	25,971 $302,000
Q1 2019 May 15, 2019	SELL	$11.41 - $12.27 $3,970 - $4,269	-348 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$11.31 - $11.75 $47,728 - $49,585	-4,220 Reduced 92.38%	348 $0
Q4 2017 Jan 24, 2018	SELL	$12.35 - $12.76 $2,062 - $2,130	-167 Reduced 3.53%	4,568 $0
Q2 2017 Jun 03, 2019	SELL	N/A	-214 Reduced 4.32%	4,735 $59,000
Q1 2017 Jun 03, 2019	SELL	N/A	-2,775 Reduced 35.93%	4,949 $59,000
Q4 2016 Jun 03, 2019	BUY	N/A	4,009 Added 107.91%	7,724 $92,000
Q2 2016 Jun 03, 2019	BUY	N/A	3,715	3,715 $50,000

Others Institutions Holding PMO

# of Institutions

107

Shares Held

6.94M

Call Options Held

Put Options Held

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...

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