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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-22.1K- 35.71% |
$215K - $227K
|
39.8K
$390K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
276New |
$2.68K - $2.83K
|
276
$2.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
193+ 0.71% |
$1.88K - $1.98K
|
27.4K
$268K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-762- 37.46% |
$7.41K - $7.82K
|
1.27K
$12.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.59KNew |
$15.4K - $16.3K
|
1.59K
$15.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4K+ 1149.43% |
$38.9K - $41K
|
4.35K
$42.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1KNew |
$9.72K - $10.3K
|
1K
$9.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-26.7K- 59.05% |
$268K - $281K
|
18.5K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
509New |
$5.11K - $5.36K
|
509
$4.99K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.3KNew |
$153K - $161K
|
15.3K
$150K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5.39K+ 18.92% |
$54.1K - $56.8K
|
33.9K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
780New |
$7.82K - $8.22K
|
780
$7.64K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.02K- 16.26% |
$20.3K - $21.3K
|
10.4K
$102K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
19.9KNew |
$171K - $207K
|
19.9K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
24.9KNew |
$214K - $259K
|
24.9K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-55.7K- 78.69% |
$479K - $579K
|
15.1K
$148K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
14KNew |
$120K - $145K
|
14K
$137K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
11.7KNew |
$100K - $121K
|
11.7K
$114K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-7.74K- 25.1% |
$66.5K - $80.4K
|
23.1K
$226K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$8.6K - $10.4K
|
1K
$9.8K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.3KNew |
$128K - $149K
|
14.3K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$95.1K - $110K
|
10.6K
$104K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-592- 27.9% |
$5.32K - $6.16K
|
1.53K
$15K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3KNew |
$29.2K - $31.6K
|
3K
$29.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
20.2KNew |
$197K - $213K
|
20.2K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
45.4KNew |
$442K - $479K
|
45.4K
$445K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.17KNew |
$40.5K - $43.9K
|
4.17K
$40.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
139+ 1.0% |
$1.4K - $1.69K
|
14K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4K- 11.11% |
$40.2K - $48.6K
|
32K
$314K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-10K- 67.48% |
$101K - $122K
|
4.82K
$47.2K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
323New |
$3.25K - $3.92K
|
323
$3.17K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.28KNew |
$33K - $39.9K
|
3.28K
$32.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2K- 13.86% |
$20.1K - $24.3K
|
12.4K
$122K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.03K- 8.35% |
$10.4K - $12.5K
|
11.3K
$111K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-365- 5.51% |
$3.64K - $4.16K
|
6.26K
$61.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.3KNew |
$143K - $163K
|
14.3K
$140K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.68K- 19.2% |
$26.7K - $30.5K
|
11.3K
$110K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
$12.4K - $14.1K
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9K- 41.86% |
$89.6K - $103K
|
12.5K
$123K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-396- 13.49% |
$3.94K - $4.51K
|
2.54K
$24.9K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 17.25% |
$4.9K - $6.44K
|
2.4K
$23.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.7KNew |
$36.3K - $47.6K
|
3.7K
$36.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-10K- 68.75% |
$98K - $129K
|
4.55K
$44.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
200+ 1.71% |
$1.96K - $2.57K
|
11.9K
$117K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.3KNew |
$13.7K - $15.5K
|
1.3K
$12.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1KClosed |
$10.5K - $11.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.46KClosed |
$36.4K - $41.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.3K- 12.99% |
$24.2K - $27.5K
|
15.4K
$151K
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-10KClosed |
$105K - $119K
|
0
$0
|
|