Latest Institutional Transactions on Putnam Municipal Opportunities Trust (PMO)
This table provides information on the latest institutional transactions involving Putnam Municipal Opportunities Trust (PMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
6.22K+ 2.73% |
$62.2K - $68K
|
234K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
53.3K+ 129.78% |
$534K - $583K
|
94.4K
$975K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.05K+ 2.62% |
$80.5K - $87.9K
|
316K
$3.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
343+ 0.98% |
$3.43K - $3.75K
|
35.4K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.84K+ 17.8% |
$58.4K - $63.8K
|
38.6K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
276+ 52.98% |
$2.76K - $3.02K
|
797
$8.23K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.18K- 1.77% |
$11.8K - $12.9K
|
65.6K
$678K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
767+ 7.5% |
$7.68K - $8.38K
|
11K
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.43K+ 28.71% |
$34.3K - $37.4K
|
15.4K
$159K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
329K+ 2144.07% |
$3.3M - $3.6M
|
345K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.45K+ 7.09% |
$74.6K - $81.4K
|
112K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.45K- 9.01% |
$94.6K - $103K
|
95.5K
$986K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.93K+ 10.5% |
$19.3K - $21.1K
|
20.3K
$210K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.43K- 21.71% |
$34.8K - $37.3K
|
12.3K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.04K+ 9.34% |
$30.9K - $33.1K
|
35.6K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92K- 31.4% |
$934K - $1M
|
201K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-28.2K- 71.93% |
$286K - $307K
|
11K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1KNew |
$255K - $274K
|
25.1K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9KNew |
$110K - $119K
|
10.9K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
104KNew |
$1.06M - $1.14M
|
104K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.7K+ 4.26% |
$57.8K - $62.1K
|
139K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.26K+ 2.49% |
$63.5K - $68.2K
|
257K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.6K+ 9.67% |
$148K - $159K
|
166K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.97K- 1.21% |
$40.3K - $43.3K
|
324K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.25K- 32.26% |
$83.7K - $89.9K
|
17.3K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
32KNew |
$325K - $349K
|
32K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
156K+ 193.58% |
$1.58M - $1.7M
|
236K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$113K - $121K
|
11.1K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-18.5K- 51.59% |
$188K - $202K
|
17.4K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
68.4K+ 61.43% |
$694K - $745K
|
180K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
235KNew |
$2.39M - $2.57M
|
235K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.58K+ 21.72% |
$36.3K - $39K
|
20K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.66KNew |
$16.8K - $18.1K
|
1.66K
$17.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
85+ 0.39% |
$863 - $927
|
21.9K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.8K+ 1.38% |
$18.2K - $19.6K
|
132K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.17K- 10.89% |
$42.4K - $45.5K
|
34.1K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
61.9KNew |
$628K - $674K
|
61.9K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
209K+ 173.59% |
$2.12M - $2.27M
|
329K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83+ 0.53% |
$842 - $905
|
15.8K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-330- 0.72% |
$3.35K - $3.6K
|
45.8K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40.3K- 45.72% |
$409K - $439K
|
47.8K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
375+ 9.93% |
$3.81K - $4.09K
|
4.15K
$42.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
13.9K+ 21.23% |
$141K - $152K
|
79.6K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17K+ 51.51% |
$172K - $185K
|
49.9K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
552New |
$5.6K - $6.02K
|
552
$5.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
30.7K+ 86.21% |
$312K - $335K
|
66.3K
$685K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.6K+ 19.13% |
$199K - $214K
|
122K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-69.1K- 61.2% |
$701K - $753K
|
43.8K
$452K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.6K+ 18.24% |
$26.4K - $28.3K
|
16.9K
$174K
|
|