Purchases and Sales Made in Q1 2024 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
154K+ 48.87% |
$1.54M - $1.62M
|
468K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
122KNew |
$1.22M - $1.28M
|
122K
$1.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
116KNew |
$1.16M - $1.22M
|
116K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
67.1KNew |
$673K - $707K
|
67.1K
$722K
|
|
|
May 08, 2024
Q1 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
65.1KNew |
$653K - $687K
|
65.1K
$701K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.3K+ 53.35% |
$344K - $362K
|
98.6K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
32.4K+ 3.59% |
$325K - $342K
|
935K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
29.2KNew |
$293K - $308K
|
29.2K
$314K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
16.6KNew |
$166K - $175K
|
16.6K
$179K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7KNew |
$158K - $166K
|
15.7K
$169K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.3KNew |
$153K - $161K
|
15.3K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.7K+ 11.28% |
$128K - $134K
|
126K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5.39K+ 18.92% |
$54.1K - $56.8K
|
33.9K
$365K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.28KNew |
$53K - $55.7K
|
5.28K
$56.8K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.28KNew |
$53K - $55.7K
|
5.28K
$56.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.49K+ 2.08% |
$45K - $47.3K
|
220K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.2K+ 19.12% |
$42.1K - $44.3K
|
26.2K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.58K+ 2.42% |
$35.9K - $37.7K
|
152K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.55K+ 10.94% |
$35.6K - $37.4K
|
36K
$387K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 10.23% |
$23.8K - $25K
|
25.5K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.97K+ 115.88% |
$19.8K - $20.8K
|
3.67K
$39.5K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.63K+ 0.74% |
$16.4K - $17.2K
|
223K
$2.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.63K+ 0.74% |
$16.4K - $17.2K
|
223K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.57K+ 12.72% |
$15.7K - $16.5K
|
13.9K
$150K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.49K+ 11.28% |
$15K - $15.7K
|
14.7K
$158K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
780New |
$7.82K - $8.22K
|
780
$8.39K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
509New |
$5.11K - $5.36K
|
509
$5.48K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
381+ 2.59% |
$3.82K - $4.02K
|
15.1K
$163K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
347+ 1.02% |
$3.48K - $3.66K
|
34.3K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
280+ 1.28% |
$2.81K - $2.95K
|
22.2K
$239K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
275+ 1.02% |
$2.76K - $2.9K
|
27.2K
$293K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
190+ 1.02% |
$1.91K - $2K
|
18.8K
$202K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
109+ 0.2% |
$1.09K - $1.15K
|
55.6K
$598K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
13+ 0.05% |
$130 - $137
|
23.7K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-29- 0.66% |
$291 - $306
|
4.38K
$47.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-597- 1.11% |
$5.99K - $6.29K
|
53.1K
$571K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-665- 24.64% |
$6.67K - $7.01K
|
2.03K
$21.9K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-688- 4.08% |
$6.9K - $7.25K
|
16.2K
$174K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-849- 7.55% |
$8.52K - $8.95K
|
10.4K
$112K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 0.34% |
$11.3K - $11.8K
|
328K
$3.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.72K- 2.61% |
$17.2K - $18.1K
|
64.1K
$690K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.86K- 1.68% |
$18.7K - $19.6K
|
109K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.02K- 16.26% |
$20.3K - $21.3K
|
10.4K
$112K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-2.22K- 3.46% |
$22.2K - $23.4K
|
61.9K
$666K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.6K- 0.54% |
$26K - $27.4K
|
482K
$5.19M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.72K- 29.05% |
$27.3K - $28.6K
|
6.64K
$71.4K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.18K- 1.99% |
$31.9K - $33.5K
|
156K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.52K- 2.88% |
$35.3K - $37.1K
|
119K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.6K- 5.01% |
$36.1K - $37.9K
|
68.3K
$735K
|