Parallel Advisors, LLC Putnam Municipal Opportunities Trust Transaction History

Parallel Advisors, LLC

$4.18 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	SELL	$9.96 - $11.4 $12,350 - $14,136	-1,240 Closed	0 $0
Q3 2022 Nov 10, 2022	BUY	$9.8 - $12.87 $3,920 - $5,148	400 Added 47.62%	1,240 $12,000
Q2 2022 Aug 01, 2022	BUY	$10.51 - $11.94 $8,828 - $10,029	840 New	840 $10,000

Others Institutions Holding PMO

# of Institutions

106

Shares Held

6.91M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$5.03 Million
3.46% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.74 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.49 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.44 Million
0.03% of portfolio
Morgan Stanley New York, NY

324K
Shares

$3.39 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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