Purchases and Sales Made in Q2 2023 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
175K+ 391.15% |
$1.7M - $1.84M
|
219K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
113K+ 300.26% |
$1.1M - $1.19M
|
151K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
100KNew |
$976K - $1.06M
|
100K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
60.8KNew |
$592K - $641K
|
60.8K
$640K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
52.8K+ 43.48% |
$513K - $556K
|
174K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
45.4KNew |
$442K - $479K
|
45.4K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
28.8K+ 32.99% |
$280K - $303K
|
116K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
23.4K+ 180.79% |
$228K - $247K
|
36.4K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.4K+ 50.56% |
$228K - $246K
|
69.6K
$733K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$213K - $231K
|
21.9K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.9K+ 9.92% |
$204K - $221K
|
232K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
20.2KNew |
$197K - $213K
|
20.2K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
20K+ 68.69% |
$195K - $211K
|
49.1K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8K+ 12.5% |
$154K - $167K
|
142K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5KNew |
$141K - $153K
|
14.5K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
13KNew |
$127K - $137K
|
13K
$137K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.36KNew |
$91K - $98.6K
|
9.36K
$98.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.52K+ 11.59% |
$53.7K - $58.1K
|
53.1K
$559K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.17KNew |
$40.5K - $43.9K
|
4.17K
$43.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.52K+ 5.17% |
$34.3K - $37.1K
|
71.7K
$755K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3KNew |
$29.2K - $31.6K
|
3K
$31.6K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 40.95% |
$26.4K - $28.6K
|
9.36K
$98.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.47K+ 0.3% |
$14.3K - $15.4K
|
486K
$5.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.13K+ 0.28% |
$11K - $11.9K
|
406K
$4.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.1K+ 9.98% |
$10.7K - $11.6K
|
12.2K
$128K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
458+ 1.21% |
$4.46K - $4.83K
|
38.2K
$402K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
449New |
$4.37K - $4.73K
|
449
$4.73K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
217+ 1.21% |
$2.11K - $2.29K
|
18.2K
$192K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8+ 0.05% |
$77.8 - $84.3
|
15.5K
$163K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
7+ 0.33% |
$68.1 - $73.8
|
2.12K
$22.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-20- 0.15% |
$195 - $211
|
13.3K
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-232- 0.2% |
$2.26K - $2.45K
|
117K
$1.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-377- 0.32% |
$3.67K - $3.97K
|
118K
$1.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-400- 57.14% |
$3.89K - $4.22K
|
300
$3.16K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-690- 0.69% |
$6.71K - $7.27K
|
100K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.02K- 8.52% |
$9.89K - $10.7K
|
10.9K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.2K- 6.53% |
$21.4K - $23.1K
|
31.4K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.75K- 5.83% |
$46.2K - $50K
|
76.7K
$808K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-5.98K- 6.83% |
$58.2K - $63K
|
81.5K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.18K- 30.04% |
$60.2K - $65.2K
|
14.4K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.74K- 17.55% |
$85.1K - $92.1K
|
41.1K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.93K- 15.1% |
$86.9K - $94.1K
|
50.2K
$529K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.57K- 26.64% |
$93.1K - $101K
|
26.3K
$277K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.5K- 19.12% |
$160K - $174K
|
69.7K
$734K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.8K- 10.35% |
$192K - $208K
|
171K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.7K- 24.3% |
$221K - $240K
|
70.8K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.5K- 12.19% |
$317K - $343K
|
234K
$2.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-66K- 51.36% |
$642K - $696K
|
62.5K
$658K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-70.7K- 8.71% |
$688K - $745K
|
741K
$7.8M
|