Leo Brokerage, LLC Putnam Municipal Opportunities Trust Transaction History

Leo Brokerage, LLC

$875 Million
Q2 2023

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$10.51 - $11.94 $1.16 Million - $1.32 Million	-110,794 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$11.48 - $14.3 $104,617 - $130,315	-9,113 Reduced 7.6%	110,794 $1.29 Million
Q3 2021 Oct 13, 2021	SELL	$13.7 - $14.8 $57,827 - $62,470	-4,221 Reduced 3.4%	119,907 $1.64 Million
Q2 2021 Aug 04, 2021	BUY	$13.38 - $14.18 $887,174 - $940,219	66,306 Added 114.67%	124,128 $1.76 Million
Q1 2021 Apr 13, 2021	BUY	$13.2 - $13.88 $763,250 - $802,569	57,822 New	57,822 $775,000

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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