Purchases and Sales Made in Q1 2023 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q1 2023. 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 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
108K+ 15.32% |
$1.08M - $1.31M
|
811K
$8.57M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
68.1K+ 116.27% |
$685K - $827K
|
127K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
37.7KNew |
$379K - $458K
|
37.7K
$398K
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
29.1KNew |
$293K - $354K
|
29.1K
$307K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.1K+ 34.5% |
$222K - $268K
|
86.1K
$910K
|
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
19.1KNew |
$192K - $232K
|
19.1K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.2K+ 5.63% |
$143K - $173K
|
267K
$2.82M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
13KNew |
$130K - $158K
|
13K
$137K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
12.3K+ 11.24% |
$123K - $149K
|
121K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.5K+ 46.14% |
$65.4K - $79K
|
20.6K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.24K+ 5.1% |
$62.8K - $75.8K
|
129K
$1.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.11K+ 1.07% |
$51.4K - $62.1K
|
485K
$5.12M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.8K+ 8.83% |
$48.3K - $58.3K
|
59.1K
$624K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.88K+ 8.89% |
$39.1K - $47.2K
|
47.6K
$502K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.28KNew |
$33K - $39.9K
|
3.28K
$34.7K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.84K+ 4.35% |
$28.6K - $34.5K
|
68.2K
$720K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.51KNew |
$25.3K - $30.5K
|
2.51K
$26.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.14K+ 1.13% |
$21.6K - $26K
|
191K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.41KNew |
$14.2K - $17.1K
|
1.41K
$14.9K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
562+ 0.48% |
$5.65K - $6.83K
|
118K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
510+ 1.03% |
$5.13K - $6.2K
|
49.8K
$526K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
323New |
$3.25K - $3.92K
|
323
$3.41K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
249+ 1.4% |
$2.5K - $3.03K
|
18K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
139+ 1.0% |
$1.4K - $1.69K
|
14K
$148K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9+ 0.06% |
$90.5 - $109
|
15.5K
$163K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
8+ 0.38% |
$80.5 - $97.2
|
2.12K
$22.3K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
5+ 0.01% |
$50.3 - $60.8
|
87.5K
$924K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$40.2 - $48.6
|
119K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-96- 0.12% |
$966 - $1.17K
|
81.5K
$860K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-141- 0.3% |
$1.42K - $1.71K
|
46.3K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-458- 3.7% |
$4.61K - $5.56K
|
11.9K
$126K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.03K- 8.35% |
$10.4K - $12.5K
|
11.3K
$119K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 9.78% |
$12.1K - $14.6K
|
11K
$117K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.4K- 4.34% |
$14.1K - $17K
|
30.8K
$326K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2K- 13.86% |
$20.1K - $24.3K
|
12.4K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4K- 11.11% |
$40.2K - $48.6K
|
32K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.01K- 4.11% |
$40.3K - $48.7K
|
93.5K
$988K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.87K- 30.56% |
$59K - $71.3K
|
13.3K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-10K- 67.48% |
$101K - $122K
|
4.82K
$50.9K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.3K- 2.71% |
$113K - $137K
|
405K
$4.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.7K- 27.58% |
$138K - $166K
|
35.9K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.1K- 23.68% |
$272K - $329K
|
87.3K
$921K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-39.3K- 46.79% |
$395K - $477K
|
44.7K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-74.4K- 26.07% |
$749K - $904K
|
211K
$2.23M
|