Private Ocean, LLC Putnam Municipal Opportunities Trust Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$10.51 - $11.94 $16,963 - $19,271	-1,614 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$11.48 - $14.3 $18,528 - $23,080	1,614 New	1,614 $19,000

Others Institutions Holding PMO

# of Institutions

107

Shares Held

6.94M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$5 Million
3.46% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.72 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.46 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.42 Million
0.03% of portfolio
Morgan Stanley New York, NY

324K
Shares

$3.36 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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