Intellus Advisors LLC Putnam Municipal Opportunities Trust Transaction History
Intellus Advisors LLC
- $731 Billion
- Q3 2025
A detailed history of Intellus Advisors LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Intellus Advisors LLC holds 102,463 shares of PMO stock, worth $1.07 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
102,463
Previous 126,464
18.98%
Holding current value
$1.07 Million
Previous $1.25 Billion
15.37%
% of portfolio
0.14%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding PMO
# of Institutions
95Shares Held
8.13MCall Options Held
0Put Options Held
0-
Guggenheim Capital LLC Chicago, IL608KShares$6.32 Million0.05% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ564KShares$5.86 Million0.02% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA480KShares$5 Million2.91% of portfolio
-
Hennion & Walsh Asset Management, Inc.448KShares$4.66 Million0.18% of portfolio
-
Advisors Asset Management, Inc. Monument, CO421KShares$4.37 Million0.08% 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...