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 |
---|---|---|---|---|---|---|---|
Apr 30, 2020
Q1 2020
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 16.08% |
$23K - $31.3K
|
12K
$123K
|
|
Q4 2019 | |||||||
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 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
|
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-730Closed |
$9.28K - $9.85K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 07, 2019
Q2 2019
|
Dakota Wealth Management
|
SELL
|
- |
-49KClosed |
$596K - $623K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5.14KClosed |
$62.5K - $65.4K
|
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 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.7KClosed |
$214K - $229K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$142K - $153K
|
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 02, 2018
Q3 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-11.6KClosed |
$131K - $136K
|
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
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-18.2KClosed |
$209K - $214K
|
0
$0
|
|
Oct 05, 2018
Q2 2018
|
Optimum Investment Advisors
|
SELL
|
- |
-2.69KClosed |
$30.9K - $31.6K
|
0
$0
|
|
Jul 11, 2018
Q2 2018
|
Ledyard National Bank
|
SELL
|
- |
-1.9KClosed |
$21.9K - $22.4K
|
0
$0
|
|
Aug 15, 2018
Q2 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-1.87KClosed |
$21.5K - $22K
|
0
$0
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-16.4KClosed |
$188K - $205K
|
0
$0
|
|
Apr 16, 2018
Q1 2018
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.2KClosed |
$152K - $165K
|
0
$0
|
|
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
$151K
|
|
Apr 17, 2018
Q1 2018
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.5KClosed |
$17.3K - $18.8K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-450Closed |
$5.18K - $5.64K
|
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
|
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
|
|
Feb 14, 2018
Q4 2017
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-80Closed |
$988 - $1.02K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 07, 2017
Q3 2017
|
Harfst & Associates, Inc.
|
SELL
|
- |
-981Closed |
$12.2K - $12.6K
|
0
$0
|