Wetherby Asset Management Inc Putnam Municipal Opportunities Trust Transaction History

Wetherby Asset Management Inc

$2.13 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 09, 2019	SELL	$11.41 - $12.27 $121,151 - $130,282	-10,618 Closed	0 $0
Q4 2018 Jan 30, 2019	BUY	$10.86 - $11.65 $3,247 - $3,483	299 Added 2.9%	10,618 $119,000
Q2 2018 Jul 24, 2018	BUY	$11.5 - $11.77 $118,668 - $121,454	10,319 New	10,319 $121,000

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

$5.02 Million
3.46% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.73 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.48 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.43 Million
0.03% of portfolio
Morgan Stanley New York, NY

324K
Shares

$3.38 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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