Merriman Wealth Management, LLC Putnam Municipal Opportunities Trust Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$11.27 - $12.96 $147,141 - $169,205	-13,056 Closed	0 $0
Q2 2019 Jul 31, 2019	SELL	$12.16 - $12.71 $11,479 - $11,998	-944 Reduced 6.74%	13,056 $1.66 Million
Q1 2019 Apr 23, 2019	BUY	$11.41 - $12.27 $159,740 - $171,780	14,000 New	14,000 $172,000

Others Institutions Holding PMO

# of Institutions

95

Shares Held

7.65M

Call Options Held

0

Put Options Held

0

Pathstone Holdings, LLC Englewood, NJ

641K
Shares

$6.5 Million
0.03% of portfolio
Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$4.87 Million
3.31% of portfolio
Guggenheim Capital LLC Chicago, IL

480K
Shares

$4.86 Million
0.05% of portfolio
Hennion & Walsh Asset Management, Inc.

457K
Shares

$4.63 Million
0.22% of portfolio
Morgan Stanley New York, NY

411K
Shares

$4.17 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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