Purchases and Sales Made in Q3 2021 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
202KNew |
$2.77M - $3M
|
202K
$2.09M
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
23.5KNew |
$322K - $348K
|
23.5K
$243K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
23KNew |
$315K - $340K
|
23K
$238K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20.4K+ 8.91% |
$280K - $303K
|
250K
$2.58M
|
|
|
Oct 12, 2021
Q3 2021
|
Ota Financial Group L.P.
|
BUY
|
- |
14.6KNew |
$201K - $217K
|
14.6K
$151K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.5K+ 96.75% |
$198K - $214K
|
29.4K
$304K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$191K - $207K
|
14K
$144K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.6K+ 10.75% |
$173K - $187K
|
130K
$1.35M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
10.5K+ 7.61% |
$144K - $156K
|
149K
$1.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.5K+ 2.34% |
$89.1K - $96.3K
|
285K
$2.94M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
5.8KNew |
$79.5K - $85.8K
|
5.8K
$59.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.44K+ 4.34% |
$60.8K - $65.7K
|
107K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.55K+ 5.57% |
$34.9K - $37.7K
|
48.3K
$499K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.96K+ 9.8% |
$26.9K - $29K
|
22K
$227K
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
1.74K+ 1.35% |
$23.8K - $25.7K
|
130K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.28K+ 1.99% |
$17.5K - $18.9K
|
65.7K
$678K
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
565+ 0.95% |
$7.74K - $8.36K
|
60.3K
$622K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
445+ 26.16% |
$6.1K - $6.59K
|
2.15K
$22.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
440+ 1.28% |
$6.03K - $6.51K
|
34.7K
$359K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
229+ 1.11% |
$3.14K - $3.39K
|
20.8K
$215K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
90+ 0.49% |
$1.23K - $1.33K
|
18.3K
$189K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-179- 0.72% |
$2.45K - $2.65K
|
24.6K
$255K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-359- 40.34% |
$4.92K - $5.31K
|
531
$5.49K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-522- 3.53% |
$7.15K - $7.73K
|
14.3K
$147K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-895Closed |
$12.3K - $13.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-908- 1.15% |
$12.4K - $13.4K
|
78.3K
$809K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.09KClosed |
$14.9K - $16.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.3K- 6.38% |
$17.8K - $19.2K
|
19.1K
$197K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.5K- 3.58% |
$20.6K - $22.2K
|
40.5K
$418K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.66K- 44.81% |
$22.7K - $24.5K
|
2.04K
$21.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.16K- 1.14% |
$29.6K - $31.9K
|
188K
$1.94M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.66K- 1.85% |
$36.5K - $39.4K
|
141K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.62K- 3.11% |
$49.6K - $53.6K
|
113K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.72K- 2.81% |
$51K - $55.1K
|
129K
$1.33M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4K- 11.6% |
$54.8K - $59.2K
|
30.5K
$315K
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.22K- 3.4% |
$57.8K - $62.5K
|
120K
$1.24M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.33K- 1.61% |
$59.3K - $64.1K
|
265K
$2.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.05K- 3.1% |
$110K - $119K
|
252K
$2.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.9KClosed |
$204K - $221K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-18.1KClosed |
$247K - $267K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-38.7K- 19.26% |
$530K - $572K
|
162K
$1.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-42.4KClosed |
$581K - $628K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-69.9K- 75.11% |
$958K - $1.03M
|
23.2K
$239K
|
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
SELL
|
- |
-134KClosed |
$1.84M - $1.98M
|
0
$0
|