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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5.8KClosed |
$60.9K - $69.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
585New |
$6.15K - $6.98K
|
585
$6.07K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.8KClosed |
$61K - $69.3K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$12.5K - $14.2K
|
1.19K
$12.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
208+ 1.42% |
$2.19K - $2.48K
|
14.9K
$154K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-111KClosed |
$1.16M - $1.32M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.42K- 60.27% |
$99K - $112K
|
6.21K
$64.4K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-26.3KClosed |
$302K - $376K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.5K- 16.67% |
$28.7K - $35.8K
|
12.5K
$130K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.4KClosed |
$130K - $162K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.9KClosed |
$182K - $227K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-3.5KClosed |
$40.2K - $50.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10KNew |
$134K - $149K
|
10K
$104K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2KNew |
$149K - $166K
|
11.2K
$116K
|
|
|
Jan 28, 2022
Q4 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-14.6KClosed |
$196K - $218K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-18.1KClosed |
$247K - $267K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.09KClosed |
$14.9K - $16.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
SELL
|
- |
-134KClosed |
$1.84M - $1.98M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18.6KClosed |
$249K - $264K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$134 - $142
|
10
$104
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9.18KNew |
$123K - $130K
|
9.18K
$95.1K
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-778Closed |
$10.4K - $11K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.09KClosed |
$27.9K - $29.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
15.3KNew |
$202K - $213K
|
15.3K
$159K
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-45Closed |
$594 - $625
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-852Closed |
$11.2K - $11.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.03KClosed |
$13.6K - $14.4K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-23.1KClosed |
$305K - $321K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-8.8KClosed |
$116K - $122K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.88KClosed |
$64.5K - $67.8K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.1KNew |
$147K - $155K
|
11.1K
$116K
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.7KClosed |
$154K - $162K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
47+ 0.4% |
$597 - $644
|
11.8K
$122K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.36KNew |
$42.7K - $46K
|
3.36K
$34.8K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.25KClosed |
$15.9K - $17.2K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-66Closed |
$838 - $904
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-800Closed |
$10.2K - $11K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.3KClosed |
$143K - $156K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.9KClosed |
$177K - $192K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-200Closed |
$2.54K - $2.77K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.35K+ 109.83% |
$37.8K - $43.4K
|
6.4K
$66.4K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-501Closed |
$5.65K - $6.49K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.8KClosed |
$144K - $166K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-100Closed |
$1.13K - $1.3K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$147K - $169K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Brave Asset Management Inc
|
SELL
|
- |
-23.3KClosed |
$263K - $302K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Goodwin Daniel L
|
SELL
|
- |
-5K- 8.79% |
$56.4K - $64.8K
|
51.9K
$538K
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.09KClosed |
$30.9K - $42.1K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 16.08% |
$23K - $31.3K
|
12K
$124K
|
|