Purchases and Sales Made in Q4 2022 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
480KNew |
$4.78M - $5.47M
|
480K
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
318K+ 82.45% |
$3.17M - $3.62M
|
704K
$7.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.3K+ 295.32% |
$910K - $1.04M
|
122K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.1K+ 40.71% |
$728K - $834K
|
253K
$2.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71.9K+ 33.66% |
$716K - $819K
|
285K
$3.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
18.2K+ 19.98% |
$181K - $207K
|
109K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.7K+ 34.19% |
$166K - $190K
|
65.4K
$690K
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
14.8KNew |
$148K - $169K
|
14.8K
$156K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.3KNew |
$143K - $163K
|
14.3K
$151K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1KNew |
$140K - $161K
|
14.1K
$149K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.2KNew |
$122K - $140K
|
12.2K
$129K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.7K+ 11.14% |
$117K - $134K
|
117K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11K+ 25.39% |
$110K - $125K
|
54.3K
$574K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.5KNew |
$104K - $120K
|
10.5K
$111K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.85K+ 4.91% |
$88.1K - $101K
|
189K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.03K+ 9.43% |
$70K - $80.1K
|
81.6K
$861K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.42K+ 14.17% |
$54K - $61.8K
|
43.7K
$461K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 9.34% |
$49.8K - $57K
|
58.5K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
585+ 4.96% |
$5.83K - $6.67K
|
12.4K
$131K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
581+ 3.9% |
$5.79K - $6.62K
|
15.5K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
500New |
$4.98K - $5.7K
|
500
$5.28K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300+ 75.0% |
$2.99K - $3.42K
|
700
$7.39K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
240+ 12.85% |
$2.39K - $2.74K
|
2.11K
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
149+ 1.09% |
$1.48K - $1.7K
|
13.9K
$146K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15+ 0.12% |
$149 - $171
|
12.3K
$130K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14+ 0.02% |
$139 - $160
|
64K
$676K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55- 0.16% |
$548 - $627
|
33.6K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-332- 0.34% |
$3.31K - $3.78K
|
97.6K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-365- 5.51% |
$3.64K - $4.16K
|
6.26K
$66.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-396- 13.49% |
$3.94K - $4.51K
|
2.54K
$26.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
$12.4K - $14.1K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.27K- 2.63% |
$22.6K - $25.8K
|
83.9K
$886K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.68K- 19.2% |
$26.7K - $30.5K
|
11.3K
$119K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.69K- 6.96% |
$36.7K - $42K
|
49.3K
$521K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-4.1K- 26.71% |
$40.8K - $46.7K
|
11.3K
$119K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.17K- 19.02% |
$41.5K - $47.5K
|
17.7K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5K- 12.2% |
$49.8K - $57K
|
36K
$380K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.44K- 5.15% |
$64.2K - $73.4K
|
119K
$1.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9K- 41.86% |
$89.6K - $103K
|
12.5K
$132K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.3K- 22.35% |
$142K - $163K
|
49.6K
$524K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.3K- 3.55% |
$152K - $175K
|
416K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.2K- 53.58% |
$221K - $253K
|
19.2K
$203K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-34K- 22.91% |
$338K - $387K
|
114K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-51K- 36.83% |
$508K - $582K
|
87.5K
$924K
|