Purchases and Sales Made in Q1 2022 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q1 2022. The information is specifically focused on institutions that hold shares of PUTNAM MUNICIPAL OPPORTUNITIES TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
204K+ 181.45% |
$2.35M - $2.92M
|
317K
$3.41M
|
|
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
149KNew |
$1.71M - $2.13M
|
149K
$1.61M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
126KNew |
$1.44M - $1.8M
|
126K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103K+ 130.88% |
$1.18M - $1.47M
|
182K
$1.96M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42K+ 20.84% |
$483K - $601K
|
244K
$2.62M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
26KNew |
$298K - $371K
|
26K
$279K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.7K+ 9.54% |
$284K - $353K
|
284K
$3.05M
|
|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
23.9KNew |
$274K - $342K
|
23.9K
$257K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
22.8KNew |
$261K - $325K
|
22.8K
$245K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.3K+ 12.51% |
$256K - $319K
|
201K
$2.16M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.4KNew |
$246K - $306K
|
21.4K
$230K
|
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.6KNew |
$225K - $280K
|
19.6K
$211K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
15.6KNew |
$179K - $224K
|
15.6K
$168K
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
14.4K+ 10.84% |
$165K - $205K
|
147K
$1.58M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.2K+ 33.92% |
$151K - $189K
|
52.1K
$561K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 39.12% |
$151K - $188K
|
46.8K
$503K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.9K+ 34.3% |
$114K - $142K
|
38.8K
$417K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.05K+ 3.11% |
$104K - $129K
|
300K
$3.23M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.45K+ 21.83% |
$85.5K - $107K
|
41.6K
$447K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
5.8KNew |
$66.6K - $82.9K
|
5.8K
$62.4K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.11K+ 7.58% |
$58.7K - $73.1K
|
72.6K
$781K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.46KNew |
$39.8K - $49.5K
|
3.46K
$37.3K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.38K+ 2.82% |
$38.8K - $48.3K
|
123K
$1.33M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.04K+ 55.19% |
$23.4K - $29.2K
|
5.74K
$61.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.61KNew |
$18.5K - $23.1K
|
1.61K
$17.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.18K+ 223.67% |
$13.6K - $16.9K
|
1.71K
$18.4K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
932+ 32.56% |
$10.7K - $13.3K
|
3.79K
$40.8K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
902+ 6.21% |
$10.4K - $12.9K
|
15.4K
$166K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
900+ 5.36% |
$10.3K - $12.9K
|
17.7K
$190K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
426+ 0.42% |
$4.89K - $6.09K
|
101K
$1.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$4.59K - $5.72K
|
400
$4.3K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
284New |
$3.26K - $4.06K
|
284
$3.06K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
255+ 1.21% |
$2.93K - $3.65K
|
21.3K
$229K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10+ 0.08% |
$115 - $143
|
12.3K
$132K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-111- 0.07% |
$1.27K - $1.59K
|
149K
$1.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-160- 3.08% |
$1.84K - $2.29K
|
5.03K
$54.1K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-610- 4.34% |
$7K - $8.72K
|
13.5K
$145K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-903- 3.7% |
$10.4K - $12.9K
|
23.5K
$253K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 1.14% |
$18.3K - $22.8K
|
138K
$1.48M
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.36K- 3.88% |
$27.1K - $33.8K
|
58.5K
$629K
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.5K- 16.67% |
$28.7K - $35.8K
|
12.5K
$135K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.53K- 1.24% |
$29.1K - $36.2K
|
201K
$2.16M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.79K- 7.43% |
$32K - $39.8K
|
34.7K
$373K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-3.5KClosed |
$40.2K - $50.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.8K- 15.75% |
$55.1K - $68.6K
|
25.7K
$276K
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.2K- 27.3% |
$59.7K - $74.3K
|
13.8K
$149K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.3K- 27.79% |
$60.8K - $75.8K
|
13.8K
$148K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.84K- 5.46% |
$67.1K - $83.5K
|
101K
$1.09M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.09K- 5.45% |
$81.4K - $101K
|
123K
$1.33M
|