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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2020
Q1 2020
|
Lincoln National Corp
|
SELL
|
- |
-53.8KClosed |
$538K - $732K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.91KNew |
$50.1K - $52.2K
|
3.91K
$40.6K
|
|
|
Feb 12, 2020
Q4 2019
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-86.3KClosed |
$1.11M - $1.15M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.41KClosed |
$69.2K - $72.2K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Evoke Wealth, LLC
|
SELL
|
- |
-192Closed |
$2.46K - $2.56K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-730Closed |
$9.28K - $9.85K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-12.3KClosed |
$156K - $165K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.72KClosed |
$21.8K - $23.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5.14KClosed |
$62.5K - $65.4K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Dakota Wealth Management
|
SELL
|
- |
-49KClosed |
$596K - $623K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-210Closed |
$2.55K - $2.67K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10.6KClosed |
$121K - $130K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-474Closed |
$5.41K - $5.82K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$142K - $153K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.7KClosed |
$214K - $229K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-781Closed |
$8.48K - $9.1K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3Closed |
$32.6 - $35
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-25.2KClosed |
$285K - $296K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.15KClosed |
$103K - $107K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Creative Financial Designs Inc
|
SELL
|
- |
-156Closed |
$1.76K - $1.83K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-11.6KClosed |
$131K - $136K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Oct 05, 2018
Q2 2018
|
Optimum Investment Advisors
|
SELL
|
- |
-2.69KClosed |
$30.9K - $31.6K
|
0
$0
|
|
|
Aug 15, 2018
Q2 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-1.87KClosed |
$21.5K - $22K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-18.2KClosed |
$209K - $214K
|
0
$0
|
|
|
Jul 11, 2018
Q2 2018
|
Ledyard National Bank
|
SELL
|
- |
-1.9KClosed |
$21.9K - $22.4K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-12.3KClosed |
$142K - $154K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-11.9KClosed |
$137K - $149K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Rmb Capital Management, LLC
|
SELL
|
- |
-9.89K- 40.16% |
$114K - $124K
|
14.7K
$153K
|
|
|
May 14, 2018
Q1 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-450Closed |
$5.18K - $5.64K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-16.4KClosed |
$188K - $205K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.5KClosed |
$17.3K - $18.8K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.2KClosed |
$152K - $165K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-16.5KClosed |
$204K - $211K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-80Closed |
$988 - $1.02K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-16KClosed |
$197K - $204K
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-255Closed |
$3.15K - $3.25K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
31.3KNew |
$389K - $402K
|
31.3K
$325K
|
|
|
Nov 07, 2017
Q3 2017
|
Harfst & Associates, Inc.
|
SELL
|
- |
-981Closed |
$12.2K - $12.6K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
431New |
N/A
|
431
$4.47K
|
|