Latest Institutional Purchases of Putnam Municipal Opportunities Trust (PMO)
This list provides information on the latest institutional transactions involving Putnam Municipal Opportunities Trust (PMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.59KNew |
$15.4K - $16.3K
|
1.59K
$16.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1KNew |
$9.72K - $10.3K
|
1K
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
696+ 402.31% |
$6.77K - $7.14K
|
869
$9.15K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
657+ 15.0% |
$6.39K - $6.74K
|
5.04K
$53.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
276New |
$2.68K - $2.83K
|
276
$2.91K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
193+ 0.71% |
$1.88K - $1.98K
|
27.4K
$288K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.3KNew |
$153K - $161K
|
15.3K
$161K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5.39K+ 18.92% |
$54.1K - $56.8K
|
33.9K
$357K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
780New |
$7.82K - $8.22K
|
780
$8.21K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
509New |
$5.11K - $5.36K
|
509
$5.36K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
381+ 2.59% |
$3.82K - $4.02K
|
15.1K
$159K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
24.9KNew |
$214K - $259K
|
24.9K
$262K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
19.9KNew |
$171K - $207K
|
19.9K
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.4KNew |
$166K - $201K
|
19.4K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
14KNew |
$120K - $145K
|
14K
$147K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
11.7KNew |
$100K - $121K
|
11.7K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.5KNew |
$90K - $109K
|
10.5K
$110K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$8.6K - $10.4K
|
1K
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.3KNew |
$128K - $149K
|
14.3K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$95.1K - $110K
|
10.6K
$111K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
45.4KNew |
$442K - $479K
|
45.4K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
20.2KNew |
$197K - $213K
|
20.2K
$213K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.17KNew |
$40.5K - $43.9K
|
4.17K
$43.9K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3KNew |
$29.2K - $31.6K
|
3K
$31.6K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.28KNew |
$33K - $39.9K
|
3.28K
$34.6K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.41KNew |
$14.2K - $17.1K
|
1.41K
$14.8K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
323New |
$3.25K - $3.92K
|
323
$3.4K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
139+ 1.0% |
$1.4K - $1.69K
|
14K
$148K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.3KNew |
$143K - $163K
|
14.3K
$151K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.5KNew |
$104K - $120K
|
10.5K
$110K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.7KNew |
$36.3K - $47.6K
|
3.7K
$39K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
200+ 1.71% |
$1.96K - $2.57K
|
11.9K
$125K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
18.1KNew |
$191K - $217K
|
18.1K
$191K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.5KNew |
$36.8K - $41.8K
|
3.5K
$36.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.3KNew |
$13.7K - $15.5K
|
1.3K
$13.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$12.5K - $14.2K
|
1.19K
$12.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
800New |
$8.41K - $9.55K
|
800
$8.42K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
585New |
$6.15K - $6.98K
|
585
$6.16K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
457New |
$4.8K - $5.46K
|
457
$4.81K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
208+ 1.42% |
$2.19K - $2.48K
|
14.9K
$157K
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2KNew |
$149K - $166K
|
11.2K
$118K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10KNew |
$134K - $149K
|
10K
$105K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9.18KNew |
$123K - $130K
|
9.18K
$96.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$134 - $142
|
10
$105
|
|
| Q1 2021 | |||||||
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
15.3KNew |
$202K - $213K
|
15.3K
$161K
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.1KNew |
$147K - $155K
|
11.1K
$117K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.36KNew |
$42.7K - $46K
|
3.36K
$35.4K
|
|
|
Feb 11, 2021
Q4 2020
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
47+ 0.4% |
$597 - $644
|
11.8K
$124K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.35K+ 109.83% |
$37.8K - $43.4K
|
6.4K
$67.4K
|
|