Latest Institutional Sells of Putnam Municipal Opportunities Trust (PMO)
This list provides information on the latest institutional transactions involving Putnam Municipal Opportunities Trust (PMO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92K- 31.4% |
$934K - $1M
|
201K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-69.1K- 61.2% |
$701K - $753K
|
43.8K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40.3K- 45.72% |
$409K - $439K
|
47.8K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-28.2K- 71.93% |
$286K - $307K
|
11K
$116K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.2K- 9.9% |
$205K - $220K
|
184K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-18.5K- 51.59% |
$188K - $202K
|
17.4K
$183K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-11.8K- 49.65% |
$119K - $128K
|
11.9K
$126K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.5K- 17.27% |
$106K - $114K
|
50.2K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.25K- 32.26% |
$83.7K - $89.9K
|
17.3K
$182K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.71K- 6.84% |
$78.2K - $84K
|
105K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-6.94K- 6.94% |
$70.4K - $75.6K
|
93.1K
$980K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.73K- 2.14% |
$68.3K - $73.4K
|
308K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.17K- 10.89% |
$42.4K - $45.5K
|
34.1K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.97K- 1.21% |
$40.3K - $43.3K
|
324K
$3.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-3.91K- 1.69% |
$39.7K - $42.6K
|
228K
$2.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.43K- 21.71% |
$34.8K - $37.3K
|
12.3K
$130K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.94K- 2.72% |
$29.8K - $32K
|
105K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.68K- 2.24% |
$27.2K - $29.3K
|
117K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2K- 1.03% |
$20.3K - $21.8K
|
193K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.86K- 3.93% |
$18.9K - $20.3K
|
45.6K
$480K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.17K- 0.77% |
$11.9K - $12.8K
|
152K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.03K- 0.21% |
$10.4K - $11.2K
|
481K
$5.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-926- 1.37% |
$9.4K - $10.1K
|
66.5K
$700K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-750- 11.3% |
$7.61K - $8.18K
|
5.89K
$62K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-330- 0.72% |
$3.35K - $3.6K
|
45.8K
$482K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-95- 0.45% |
$964 - $1.04K
|
20.9K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-6- 0.03% |
$60.9 - $65.4
|
18.4K
$194K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-227K- 24.22% |
$2.2M - $2.32M
|
709K
$7.46M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-22.1K- 35.71% |
$215K - $227K
|
39.8K
$419K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-762- 37.46% |
$7.41K - $7.82K
|
1.27K
$13.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-280- 1.26% |
$2.72K - $2.87K
|
21.9K
$231K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-26.7K- 59.05% |
$268K - $281K
|
18.5K
$195K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.02K- 16.26% |
$20.3K - $21.3K
|
10.4K
$110K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-849- 7.55% |
$8.52K - $8.95K
|
10.4K
$110K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-55.7K- 78.69% |
$479K - $579K
|
15.1K
$159K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-7.74K- 25.1% |
$66.5K - $80.4K
|
23.1K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-7.5K- 34.88% |
$64.5K - $77.9K
|
14K
$147K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-592- 27.9% |
$5.32K - $6.16K
|
1.53K
$16.1K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-10K- 67.48% |
$101K - $122K
|
4.82K
$50.8K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4K- 11.11% |
$40.2K - $48.6K
|
32K
$337K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2K- 13.86% |
$20.1K - $24.3K
|
12.4K
$131K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.03K- 8.35% |
$10.4K - $12.5K
|
11.3K
$119K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9K- 41.86% |
$89.6K - $103K
|
12.5K
$132K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.68K- 19.2% |
$26.7K - $30.5K
|
11.3K
$119K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
$12.4K - $14.1K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-396- 13.49% |
$3.94K - $4.51K
|
2.54K
$26.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-365- 5.51% |
$3.64K - $4.16K
|
6.26K
$65.9K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-10K- 68.75% |
$98K - $129K
|
4.55K
$47.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 69.41% |
$11.6K - $15.2K
|
521
$5.49K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 17.25% |
$4.9K - $6.44K
|
2.4K
$25.3K
|
|