Purchases and Sales Made in Q4 2021 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
101KNew |
$1.35M - $1.5M
|
101K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
89.5K+ 386.02% |
$1.2M - $1.33M
|
113K
$1.19M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.6KNew |
$449K - $500K
|
33.6K
$355K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.7K+ 7.3% |
$183K - $204K
|
202K
$2.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3K+ 12.46% |
$178K - $198K
|
120K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.3K+ 4.92% |
$164K - $183K
|
262K
$2.77M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.3KNew |
$164K - $182K
|
12.3K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.4KNew |
$152K - $169K
|
11.4K
$120K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2KNew |
$149K - $166K
|
11.2K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10KNew |
$134K - $149K
|
10K
$106K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10KNew |
$134K - $149K
|
10K
$106K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.6K+ 28.65% |
$102K - $113K
|
34.1K
$360K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.01K+ 2.78% |
$93.7K - $104K
|
259K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.91K+ 31.45% |
$92.3K - $103K
|
28.9K
$305K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.97K+ 2.09% |
$79.7K - $88.8K
|
291K
$3.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
3.5KNew |
$46.8K - $52.1K
|
3.5K
$37K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.4K+ 4.57% |
$45.4K - $50.6K
|
77.8K
$821K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.76K+ 7.95% |
$36.9K - $41.1K
|
37.5K
$396K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
2.36K+ 1.81% |
$31.5K - $35.1K
|
132K
$1.4M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.04K+ 55.19% |
$27.3K - $30.4K
|
5.74K
$60.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.82K+ 2.77% |
$24.3K - $27.1K
|
67.5K
$713K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03K+ 0.51% |
$13.7K - $15.3K
|
203K
$2.15M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1KNew |
$13.4K - $14.9K
|
1K
$10.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
716+ 33.36% |
$9.57K - $10.7K
|
2.86K
$30.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
714+ 3.9% |
$9.54K - $10.6K
|
19K
$201K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
602+ 1.0% |
$8.04K - $8.96K
|
60.9K
$643K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
528New |
$7.05K - $7.86K
|
528
$5.58K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
434+ 0.55% |
$5.8K - $6.46K
|
78.7K
$831K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
338+ 1.15% |
$4.52K - $5.03K
|
29.8K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
273+ 1.92% |
$3.65K - $4.06K
|
14.5K
$153K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
241+ 1.16% |
$3.22K - $3.59K
|
21.1K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107+ 0.77% |
$1.43K - $1.59K
|
14.1K
$149K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
9+ 0.01% |
$120 - $134
|
149K
$1.57M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-41- 7.72% |
$548 - $610
|
490
$5.17K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-244- 0.99% |
$3.26K - $3.63K
|
24.4K
$258K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-500- 22.91% |
$6.68K - $7.44K
|
1.68K
$17.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-726- 5.18% |
$9.7K - $10.8K
|
13.3K
$140K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-966- 0.75% |
$12.9K - $14.4K
|
128K
$1.35M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 1.22% |
$23K - $25.6K
|
139K
$1.47M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.99KClosed |
$40K - $44.5K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.8KClosed |
$77.5K - $86.3K
|
0
$0
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.23K- 20.34% |
$110K - $122K
|
32.2K
$340K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9K- 38.3% |
$120K - $134K
|
14.5K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.38K- 19.43% |
$125K - $140K
|
38.9K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11K- 10.19% |
$147K - $164K
|
96.9K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.6K- 11.16% |
$168K - $187K
|
100K
$1.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-14.6KClosed |
$196K - $218K
|
0
$0
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-23KClosed |
$307K - $342K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-55.2K- 34.01% |
$737K - $821K
|
107K
$1.13M
|