Latest Institutional Sells of Putnam Municipal Opportunities Trust (PMO)

PMO Quotes by TradingView

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
Apr 23, 2024 Q1 2024
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-2.02K
- 16.26%
$20.3K - $21.3K
10.4K $103K
Q4 2023
Feb 06, 2024 Q4 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-55.7K
- 78.69%
$479K - $579K
15.1K $149K
Jan 08, 2024 Q4 2023
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-7.74K
- 25.1%
$66.5K - $80.4K
23.1K $228K
Q3 2023
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-592
- 27.9%
$5.32K - $6.16K
1.53K $15.1K
Q1 2023
May 12, 2023 Q1 2023
Alpha Centric Advisors LLC

San Juan, PR
SELL
 -
-10K
- 67.48%
$101K - $122K
4.82K $47.6K
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-4K
- 11.11%
$40.2K - $48.6K
32K $316K
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

SELL
 -
-2K
- 13.86%
$20.1K - $24.3K
12.4K $123K
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
SELL
 -
-1.03K
- 8.35%
$10.4K - $12.5K
11.3K $112K
Q4 2022
Jan 30, 2023 Q4 2022
Americana Partners, LLC

Houston, TX
SELL
 -
-9K
- 41.86%
$89.6K - $103K
12.5K $124K
Feb 06, 2023 Q4 2022
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-2.68K
- 19.2%
$26.7K - $30.5K
11.3K $111K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

SELL
 -
-396
- 13.49%
$3.94K - $4.51K
2.54K $25.1K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-365
- 5.51%
$3.64K - $4.16K
6.26K $61.8K
Q3 2022
Oct 27, 2022 Q3 2022
Us Bancorp \De\

SELL
 -
-10K
- 68.75%
$98K - $129K
4.55K $44.9K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-500
- 17.25%
$4.9K - $6.44K
2.4K $23.7K
Q2 2022
Aug 10, 2022 Q2 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-126K
Closed
$1.32M - $1.5M
0 $0
Jul 11, 2022 Q2 2022
Leo Brokerage, LLC

SELL
 -
-111K
Closed
$1.16M - $1.32M
0 $0
Aug 02, 2022 Q2 2022
Powell Investment Advisors, LLC

SELL
 -
-58.5K
Closed
$615K - $698K
0 $0
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-25.7K
Closed
$270K - $307K
0 $0
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

SELL
 -
-20.1K
Closed
$211K - $240K
0 $0
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

SELL
 -
-13.3K
Closed
$140K - $159K
0 $0
Aug 12, 2022 Q2 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-10K
Closed
$105K - $119K
0 $0
Jul 08, 2022 Q2 2022
Worth Asset Management, LLC

SELL
 -
-9.42K
- 60.27%
$99K - $112K
6.21K $61.4K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-5.8K
Closed
$61K - $69.3K
0 $0
Jul 21, 2022 Q2 2022
Tradewinds Capital Management, LLC

SELL
 -
-5.8K
Closed
$60.9K - $69.2K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-3.46K
Closed
$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 $152K
Jul 25, 2022 Q2 2022
Private Ocean, LLC

SELL
 -
-1.61K
Closed
$17K - $19.3K
0 $0
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-1K
Closed
$10.5K - $11.9K
0 $0
Aug 04, 2022 Q2 2022
Addison Advisors LLC

SELL
 -
-465
Closed
$4.89K - $5.55K
0 $0
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-284
Closed
$2.98K - $3.39K
0 $0
Q1 2022
May 13, 2022 Q1 2022
Aj Wealth Strategies, LLC

SELL
 -
-26.3K
Closed
$302K - $376K
0 $0
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-15.9K
Closed
$182K - $227K
0 $0
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-11.4K
Closed
$130K - $162K
0 $0
Apr 15, 2022 Q1 2022
Steph & CO

SELL
 -
-3.5K
Closed
$40.2K - $50.1K
0 $0
May 12, 2022 Q1 2022
Staley Capital Advisers Inc

SELL
 -
-2.5K
- 16.67%
$28.7K - $35.8K
12.5K $124K
Q4 2021
Jan 28, 2022 Q4 2021
Ota Financial Group L.P.

SELL
 -
-14.6K
Closed
$196K - $218K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Mackay Shields LLC

SELL
 -
-134K
Closed
$1.84M - $1.98M
0 $0
Nov 12, 2021 Q3 2021
Sit Investment Associates Inc

Minneapolis, MN
SELL
 -
-18.1K
Closed
$247K - $267K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.09K
Closed
$14.9K - $16.1K
0 $0
Q2 2021
Jan 08, 2024 Q2 2021
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-18.6K
Closed
$249K - $264K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-2.09K
Closed
$27.9K - $29.6K
0 $0
Aug 06, 2021 Q2 2021
Bogart Wealth, LLC

SELL
 -
-778
Closed
$10.4K - $11K
0 $0
Q1 2021
May 06, 2021 Q1 2021
M&T Bank Corp

SELL
 -
-23.1K
Closed
$305K - $321K
0 $0
Apr 22, 2021 Q1 2021
Private Advisor Group, LLC

SELL
 -
-11.7K
Closed
$154K - $162K
0 $0
May 05, 2021 Q1 2021
Glassman Wealth Services

SELL
 -
-8.8K
Closed
$116K - $122K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-4.88K
Closed
$64.5K - $67.8K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-1.03K
Closed
$13.6K - $14.4K
0 $0
May 14, 2021 Q1 2021
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-852
Closed
$11.2K - $11.8K
0 $0
May 14, 2021 Q1 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-45
Closed
$594 - $625
0 $0

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