Lpl Financial LLC Putnam Municipal Opportunities Trust Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

A detailed history of Lpl Financial LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Lpl Financial LLC holds 122,153 shares of PMO stock, worth $1.27 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
122,153
Previous 102,536 19.13%
Holding current value
$1.27 Million
Previous $1.05 Million 26.52%
% of portfolio
0.0%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$10.15 - $10.9 $199,112 - $213,825
19,617 Added 19.13%
122,153 $1.33 Million
Q2 2024

Aug 07, 2024
BUY
$9.72 - $10.26 $451,717 - $476,812
46,473 Added 82.89%
102,536 $1.05 Million
Q1 2024

May 10, 2024
SELL
$10.03 - $10.54 $68,093 - $71,556
-6,789 Reduced 10.8%
56,063 $569,000
Q4 2023

Feb 14, 2024
BUY
$8.6 - $10.39 $13,123 - $15,855
1,526 Added 2.49%
62,852 $642,000
Q3 2023

Nov 13, 2023
SELL
$8.99 - $10.41 $10,572 - $12,242
-1,176 Reduced 1.88%
61,326 $564,000
Q2 2023

Jul 31, 2023
SELL
$9.73 - $10.54 $642,267 - $695,734
-66,009 Reduced 51.36%
62,502 $638,000
Q1 2023

May 10, 2023
BUY
$10.06 - $12.15 $62,764 - $75,803
6,239 Added 5.1%
128,511 $1.33 Million
Q4 2022

Feb 07, 2023
BUY
$9.96 - $11.4 $909,766 - $1.04 Million
91,342 Added 295.32%
122,272 $1.33 Million
Q3 2022

Nov 14, 2022
BUY
$9.8 - $12.87 $11,711 - $15,379
1,195 Added 4.02%
30,930 $303,000
Q2 2022

Aug 12, 2022
SELL
$10.51 - $11.94 $95,052 - $107,985
-9,044 Reduced 23.32%
29,735 $351,000
Q1 2022

May 16, 2022
BUY
$11.48 - $14.3 $113,697 - $141,627
9,904 Added 34.3%
38,779 $452,000
Q4 2021

Feb 14, 2022
BUY
$13.36 - $14.88 $92,304 - $102,805
6,909 Added 31.45%
28,875 $416,000
Q3 2021

Nov 15, 2021
BUY
$13.7 - $14.8 $26,852 - $29,008
1,960 Added 9.8%
21,966 $301,000
Q2 2021

Aug 13, 2021
SELL
$13.38 - $14.18 $56,784 - $60,179
-4,244 Reduced 17.5%
20,006 $283,000
Q1 2021

May 14, 2021
SELL
$13.2 - $13.88 $81,219 - $85,403
-6,153 Reduced 20.24%
24,250 $325,000
Q4 2020

Feb 12, 2021
SELL
$12.7 - $13.7 $31,267 - $33,729
-2,462 Reduced 7.49%
30,403 $416,000
Q3 2020

Nov 09, 2020
BUY
$12.71 - $13.83 $35,969 - $39,138
2,830 Added 9.42%
32,865 $426,000
Q2 2020

Aug 13, 2020
BUY
$11.27 - $12.96 $127,824 - $146,992
11,342 Added 60.68%
30,035 $384,000
Q1 2020

May 14, 2020
SELL
$10.01 - $13.61 $35,385 - $48,111
-3,535 Reduced 15.9%
18,693 $223,000
Q4 2019

Feb 14, 2020
BUY
$12.81 - $13.35 $89,670 - $93,450
7,000 Added 45.97%
22,228 $292,000
Q3 2019

Nov 13, 2019
BUY
$12.71 - $13.49 $29,538 - $31,350
2,324 Added 18.01%
15,228 $199,000
Q2 2019

Aug 09, 2019
SELL
$12.16 - $12.71 $75,404 - $78,814
-6,201 Reduced 32.46%
12,904 $163,000
Q1 2019

May 08, 2019
BUY
$11.41 - $12.27 $5,647 - $6,073
495 Added 2.66%
19,105 $234,000
Q4 2018

Feb 07, 2019
SELL
$10.86 - $11.65 $119,590 - $128,289
-11,012 Reduced 37.18%
18,610 $209,000
Q3 2018

Nov 14, 2018
BUY
$11.31 - $11.75 $3,245 - $3,372
287 Added 0.98%
29,622 $338,000
Q2 2018

Aug 14, 2018
BUY
$11.5 - $11.77 $6,267 - $6,414
545 Added 1.89%
29,335 $343,000
Q1 2018

May 15, 2018
BUY
$11.51 - $12.53 $105,845 - $115,225
9,196 Added 46.93%
28,790 $336,000
Q4 2017

Feb 14, 2018
BUY
$12.35 - $12.76 $31,047 - $32,078
2,514 Added 14.72%
19,594 $242,000
Q3 2017

Nov 14, 2017
BUY
$12.44 - $12.83 $14,554 - $15,011
1,170 Added 7.35%
17,080 $216,000
Q2 2017

Aug 14, 2017
BUY
N/A
15,910
15,910 $199,000

Others Institutions Holding PMO

# of Institutions
107
Shares Held
6.94M
Call Options Held
0
Put Options Held
0
View Full List

About PUTNAM MUNICIPAL OPPORTUNITIES TRUST

PMO Quotes by TradingView
  • 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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