Purchases and Sales Made in Q3 2024 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
358KNew |
$3.63M - $3.9M
|
358K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
235KNew |
$2.39M - $2.57M
|
235K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
209K+ 173.59% |
$2.12M - $2.27M
|
329K
$3.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
190KNew |
$1.93M - $2.07M
|
190K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
156K+ 193.58% |
$1.58M - $1.7M
|
236K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
104KNew |
$1.06M - $1.14M
|
104K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
68.4K+ 61.43% |
$694K - $745K
|
180K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
66.8KNew |
$678K - $728K
|
66.8K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
61.9KNew |
$628K - $674K
|
61.9K
$641K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
34.1K+ 116.06% |
$346K - $372K
|
63.5K
$658K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
32.8KNew |
$333K - $357K
|
32.8K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
32KNew |
$325K - $349K
|
32K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
30.7K+ 86.21% |
$312K - $335K
|
66.3K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1KNew |
$255K - $274K
|
25.1K
$260K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.6K+ 19.13% |
$199K - $214K
|
122K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17K+ 51.51% |
$172K - $185K
|
49.9K
$517K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
15.4KNew |
$156K - $167K
|
15.4K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.6K+ 9.67% |
$148K - $159K
|
166K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
13.9K+ 21.23% |
$141K - $152K
|
79.6K
$825K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3KNew |
$125K - $134K
|
12.3K
$128K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.8K+ 1000.68% |
$119K - $128K
|
12.9K
$134K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.3KNew |
$115K - $123K
|
11.3K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$113K - $121K
|
11.1K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9KNew |
$110K - $119K
|
10.9K
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.2KNew |
$104K - $111K
|
10.2K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.26K+ 2.49% |
$63.5K - $68.2K
|
257K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.7K+ 4.26% |
$57.8K - $62.1K
|
139K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.05K+ 1.23% |
$41.1K - $44.1K
|
333K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.58K+ 21.72% |
$36.3K - $39K
|
20K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.04K+ 9.34% |
$30.9K - $33.1K
|
35.6K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.6K+ 18.24% |
$26.4K - $28.3K
|
16.9K
$175K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.24K+ 23.09% |
$22.7K - $24.4K
|
11.9K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.8K+ 1.38% |
$18.2K - $19.6K
|
132K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.66KNew |
$16.8K - $18.1K
|
1.66K
$17.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.32KNew |
$13.4K - $14.4K
|
1.32K
$13.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.02K+ 17.05% |
$10.4K - $11.2K
|
7.02K
$72.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
552New |
$5.6K - $6.02K
|
552
$5.72K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
476New |
$4.83K - $5.19K
|
476
$4.94K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$4.06K - $4.36K
|
400
$4.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
375+ 9.93% |
$3.81K - $4.09K
|
4.15K
$43K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
352+ 1.01% |
$3.57K - $3.84K
|
35.1K
$364K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
193+ 1.02% |
$1.96K - $2.1K
|
19.2K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
85+ 0.39% |
$863 - $927
|
21.9K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83+ 0.53% |
$842 - $905
|
15.8K
$163K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-6- 0.03% |
$60.9 - $65.4
|
18.4K
$191K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-95- 0.45% |
$964 - $1.04K
|
20.9K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-330- 0.72% |
$3.35K - $3.6K
|
45.8K
$475K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-750- 11.3% |
$7.61K - $8.18K
|
5.89K
$61.1K
|