Kovitz Investment Group Partners, LLC Putnam Municipal Opportunities Trust Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 32,000 shares of PMO stock, worth $342,400. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32,000
Previous 32,000
-0.0%
Holding current value
$342,400
Previous $324,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PMO
# of Institutions
105Shares Held
7.99MCall Options Held
0Put Options Held
0-
Pathstone Holdings, LLC Englewood, NJ575KShares$6.15 Million0.03% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA481KShares$5.15 Million3.26% of portfolio
-
Morgan Stanley New York, NY413KShares$4.41 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL368KShares$3.94 Million0.03% of portfolio
-
1607 Capital Partners, LLC Richmond, VA363KShares$3.88 Million0.3% 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...