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 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-762- 37.46% |
$7.41K - $7.82K
|
1.27K
$12.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 1.1% |
$11.7K - $12.3K
|
108K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.97K- 1.62% |
$19.2K - $20.2K
|
120K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.05K- 2.63% |
$29.6K - $31.3K
|
113K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.52K- 6.9% |
$34.2K - $36.1K
|
47.4K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.54K- 2.27% |
$34.4K - $36.3K
|
153K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.83K- 31.09% |
$95.5K - $101K
|
21.8K
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.2K- 7.35% |
$157K - $166K
|
204K
$2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.1K- 37.95% |
$196K - $207K
|
32.9K
$323K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-22.1K- 35.71% |
$215K - $227K
|
39.8K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22.2K- 32.48% |
$216K - $228K
|
46.1K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.3K- 8.84% |
$237K - $250K
|
251K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-80.2K- 67.68% |
$780K - $823K
|
38.3K
$375K
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-85K- 20.59% |
$826K - $872K
|
328K
$3.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-154K- 32.83% |
$1.49M - $1.58M
|
314K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-227K- 24.22% |
$2.2M - $2.32M
|
709K
$6.95M
|