Purchases and Sales Made in Q3 2022 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
84.9K+ 28.25% |
$832K - $1.09M
|
386K
$4.15M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
46.6KNew |
$457K - $600K
|
46.6K
$502K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.3K+ 10.89% |
$415K - $545K
|
431K
$4.64M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41.4KNew |
$405K - $532K
|
41.4K
$445K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
37.9K+ 145.88% |
$371K - $488K
|
63.9K
$687K
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.3KNew |
$121K - $158K
|
12.3K
$132K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.2K+ 17.59% |
$109K - $144K
|
74.6K
$802K
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$106K - $139K
|
10.8K
$116K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.12K+ 341.33% |
$50.2K - $65.9K
|
6.62K
$71.2K
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.7KNew |
$36.3K - $47.6K
|
3.7K
$39.8K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.7KNew |
$36.3K - $47.6K
|
3.7K
$39.8K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.17K+ 10.07% |
$21.3K - $28K
|
23.7K
$255K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.84K+ 5.78% |
$18K - $23.7K
|
33.7K
$362K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2K+ 4.02% |
$11.7K - $15.4K
|
30.9K
$333K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.15K+ 10.45% |
$11.2K - $14.7K
|
12.1K
$130K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01K+ 0.57% |
$9.91K - $13K
|
180K
$1.93M
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
977New |
$9.57K - $12.6K
|
977
$10.5K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 47.62% |
$3.92K - $5.15K
|
1.24K
$13.3K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
291+ 1.35% |
$2.85K - $3.75K
|
21.9K
$236K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
218+ 0.8% |
$2.14K - $2.81K
|
27.3K
$294K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
200+ 1.71% |
$1.96K - $2.57K
|
11.9K
$128K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
185+ 11.0% |
$1.81K - $2.38K
|
1.87K
$20.1K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
135+ 0.28% |
$1.32K - $1.74K
|
48.7K
$524K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
131+ 0.96% |
$1.28K - $1.69K
|
13.7K
$148K
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
51+ 0.37% |
$500 - $656
|
13.9K
$150K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14+ 0.09% |
$137 - $180
|
14.9K
$160K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 17.25% |
$4.9K - $6.44K
|
2.4K
$25.8K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-920- 5.63% |
$9.02K - $11.8K
|
15.4K
$166K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-955- 1.02% |
$9.36K - $12.3K
|
92.6K
$996K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 69.41% |
$11.6K - $15.2K
|
521
$5.61K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 1.31% |
$16.3K - $21.4K
|
125K
$1.35M
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-1.67K- 1.19% |
$16.4K - $21.5K
|
138K
$1.49M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.73K- 37.14% |
$17K - $22.3K
|
2.94K
$31.6K
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.94K- 0.58% |
$19K - $24.9K
|
330K
$3.55M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.96K- 4.88% |
$19.2K - $25.3K
|
38.3K
$412K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.89K- 4.31% |
$38.1K - $50K
|
86.2K
$928K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.8K- 9.97% |
$47K - $61.8K
|
43.3K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.8K- 9.86% |
$56.8K - $74.6K
|
53K
$570K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.39K- 5.72% |
$62.7K - $82.3K
|
105K
$1.13M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.73K- 42.53% |
$85.5K - $112K
|
11.8K
$127K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-10K- 68.75% |
$98K - $129K
|
4.55K
$48.9K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.8K- 11.57% |
$126K - $165K
|
97.9K
$1.05M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.5K- 24.64% |
$172K - $225K
|
53.5K
$576K
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-22.5K- 19.82% |
$220K - $289K
|
90.9K
$978K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.7K- 11.49% |
$272K - $357K
|
214K
$2.3M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.8K- 30.28% |
$272K - $358K
|
64K
$689K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-58.1K- 28.13% |
$569K - $747K
|
148K
$1.6M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-83.4K- 31.66% |
$818K - $1.07M
|
180K
$1.94M
|