Purchases and Sales Made in Q2 2022 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
249K+ 477.2% |
$2.61M - $2.97M
|
301K
$3.24M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88.7K+ 29.56% |
$932K - $1.06M
|
389K
$4.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
50.8KNew |
$534K - $606K
|
50.8K
$546K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27.1KNew |
$285K - $323K
|
27.1K
$291K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
26KNew |
$273K - $310K
|
26K
$279K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.8K+ 8.14% |
$209K - $237K
|
264K
$2.84M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
18.1KNew |
$191K - $217K
|
18.1K
$195K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.7K+ 71.25% |
$176K - $200K
|
40.2K
$433K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.2K+ 4.8% |
$160K - $182K
|
332K
$3.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
15K+ 65.91% |
$158K - $179K
|
37.8K
$406K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11KNew |
$115K - $131K
|
11K
$118K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
10K+ 220.02% |
$105K - $119K
|
14.5K
$157K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.92K+ 9.85% |
$104K - $118K
|
111K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7K+ 48.28% |
$73.6K - $83.6K
|
21.5K
$231K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7K+ 16.84% |
$73.6K - $83.6K
|
48.6K
$523K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.09K+ 32.99% |
$53.5K - $60.8K
|
20.5K
$221K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.5KNew |
$36.8K - $41.8K
|
3.5K
$37.7K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.61K+ 21.29% |
$27.4K - $31.2K
|
14.9K
$160K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.37K+ 2.93% |
$14.4K - $16.4K
|
48.1K
$518K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.3KNew |
$13.7K - $15.5K
|
1.3K
$14K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$12.5K - $14.2K
|
1.19K
$12.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
920+ 5.97% |
$9.67K - $11K
|
16.3K
$176K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
840New |
$8.83K - $10K
|
840
$9.04K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
800New |
$8.41K - $9.55K
|
800
$8.61K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
585New |
$6.15K - $6.98K
|
585
$6.29K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
457New |
$4.8K - $5.46K
|
457
$4.92K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
302+ 1.42% |
$3.17K - $3.61K
|
21.6K
$233K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
208+ 1.42% |
$2.19K - $2.48K
|
14.9K
$160K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
171+ 0.8% |
$1.8K - $2.04K
|
21.6K
$232K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
135+ 1.0% |
$1.42K - $1.61K
|
13.6K
$146K
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
52+ 0.38% |
$547 - $621
|
13.9K
$149K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-284Closed |
$2.98K - $3.39K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-301- 61.43% |
$3.16K - $3.59K
|
189
$2.03K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-465Closed |
$4.89K - $5.55K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-895- 23.59% |
$9.41K - $10.7K
|
2.9K
$31.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1KClosed |
$10.5K - $11.9K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.61KClosed |
$17K - $19.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.07K- 15.04% |
$21.8K - $24.7K
|
11.7K
$126K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.3K- 12.99% |
$24.2K - $27.5K
|
15.4K
$166K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.51K- 50.0% |
$26.4K - $30K
|
2.51K
$27.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.87K- 8.28% |
$30.2K - $34.3K
|
31.8K
$342K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.46KClosed |
$36.4K - $41.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.72K- 3.82% |
$39.1K - $44.4K
|
93.5K
$1.01M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5.8KClosed |
$60.9K - $69.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.8KClosed |
$61K - $69.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-8.6K- 5.78% |
$90.4K - $103K
|
140K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.04K- 23.32% |
$95.1K - $108K
|
29.7K
$320K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-9.19K- 12.66% |
$96.6K - $110K
|
63.4K
$682K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.42K- 60.27% |
$99K - $112K
|
6.21K
$66.8K
|