Purchases and Sales Made in Q2 2024 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
195KNew |
$1.89M - $2M
|
195K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
120KNew |
$1.17M - $1.23M
|
120K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
111KNew |
$1.08M - $1.14M
|
111K
$1.18M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 46.92% |
$1.02M - $1.07M
|
328K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 46.92% |
$1.02M - $1.07M
|
328K
$3.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.5K+ 82.89% |
$452K - $477K
|
103K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
45.2KNew |
$440K - $464K
|
45.2K
$478K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
41.1KNew |
$399K - $422K
|
41.1K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
35.9KNew |
$349K - $368K
|
35.9K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.4K+ 31.84% |
$305K - $322K
|
130K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
28.2K+ 13.86% |
$274K - $289K
|
232K
$2.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.7K+ 700.65% |
$250K - $264K
|
29.4K
$310K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21KNew |
$204K - $216K
|
21K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.3K+ 16.88% |
$158K - $167K
|
113K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 19.78% |
$129K - $136K
|
80.3K
$848K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.7K+ 84.8% |
$114K - $120K
|
25.5K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10K+ 34.28% |
$97.2K - $103K
|
39.2K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.23K+ 6.55% |
$79.9K - $84.4K
|
134K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.39K+ 24.44% |
$62.1K - $65.6K
|
32.6K
$344K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6KNew |
$58.3K - $61.6K
|
6K
$63.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.62K+ 51.78% |
$54.6K - $57.6K
|
16.5K
$174K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.11K+ 9.2% |
$49.7K - $52.5K
|
60.7K
$641K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4K+ 1149.43% |
$38.9K - $41K
|
4.35K
$45.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
3.78KNew |
$36.7K - $38.7K
|
3.78K
$39.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.29K+ 5.13% |
$32K - $33.7K
|
67.4K
$712K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.81K+ 10.88% |
$17.5K - $18.5K
|
18.4K
$194K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.59KNew |
$15.4K - $16.3K
|
1.59K
$16.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.18KNew |
$11.4K - $12.1K
|
1.18K
$12.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1KNew |
$9.72K - $10.3K
|
1K
$10.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
914+ 0.28% |
$8.88K - $9.38K
|
329K
$3.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
696+ 402.31% |
$6.77K - $7.14K
|
869
$9.18K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
657+ 15.0% |
$6.39K - $6.74K
|
5.04K
$53.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
498+ 0.76% |
$4.84K - $5.11K
|
65.6K
$693K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
364+ 1.06% |
$3.54K - $3.73K
|
34.7K
$366K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
344+ 2.47% |
$3.34K - $3.53K
|
14.3K
$151K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
276New |
$2.68K - $2.83K
|
276
$2.91K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
198+ 1.05% |
$1.92K - $2.03K
|
19K
$201K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
193+ 0.71% |
$1.88K - $1.98K
|
27.4K
$289K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 0.14% |
$360 - $380
|
25.6K
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
14+ 0.06% |
$136 - $144
|
23.7K
$250K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21- 0.13% |
$204 - $215
|
15.7K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-233- 2.35% |
$2.26K - $2.39K
|
9.69K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-280- 1.26% |
$2.72K - $2.87K
|
21.9K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-330- 0.92% |
$3.21K - $3.39K
|
35.6K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-352- 0.23% |
$3.42K - $3.61K
|
151K
$1.6M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-408- 2.52% |
$3.97K - $4.19K
|
15.8K
$167K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-492- 0.1% |
$4.78K - $5.05K
|
482K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-563- 0.63% |
$5.47K - $5.78K
|
88.1K
$931K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-631- 0.21% |
$6.13K - $6.47K
|
293K
$3.1M
|