Pathstone Holdings, LLC Putnam Municipal Opportunities Trust Transaction History
Pathstone Holdings, LLC
- $22.8 Billion
- Q1 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 641,316 shares of PMO stock, worth $6.29 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
641,316
Previous 575,167
11.5%
Holding current value
$6.29 Million
Previous $5.83 Million
12.17%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding PMO
# of Institutions
100Shares Held
7.65MCall Options Held
0Put Options Held
0-
Melfa Wealth Management, LLC Westborough, MA480KShares$4.71 Million3.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL480KShares$4.71 Million0.05% of portfolio
-
Hennion & Walsh Asset Management, Inc.450KShares$4.42 Million0.19% of portfolio
-
Morgan Stanley New York, NY411KShares$4.04 Million0.0% of portfolio
-
1607 Capital Partners, LLC Richmond, VA383KShares$3.75 Million0.31% 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...