Pathstone Holdings, LLC Putnam Municipal Opportunities Trust Transaction History
Pathstone Holdings, LLC
- $25.3 Billion
- Q2 2025
A detailed history of Pathstone Holdings, LLC transactions in Putnam Municipal Opportunities Trust stock. As of the latest transaction made, Pathstone Holdings, LLC holds 529,718 shares of PMO stock, worth $5.22 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
529,718
Previous 641,316
17.4%
Holding current value
$5.22 Million
Previous $6.54 Million
19.85%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding PMO
# of Institutions
101Shares Held
7.83MCall Options Held
0Put Options Held
0-
Guggenheim Capital LLC Chicago, IL605KShares$5.96 Million0.05% of portfolio
-
Melfa Wealth Management, LLC Westborough, MA480KShares$4.74 Million3.0% of portfolio
-
Hennion & Walsh Asset Management, Inc.450KShares$4.44 Million0.19% of portfolio
-
1607 Capital Partners, LLC Richmond, VA377KShares$3.72 Million0.3% of portfolio
-
Morgan Stanley New York, NY368KShares$3.63 Million0.0% 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...