Purchases and Sales Made in Q4 2023 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
606KNew |
$5.21M - $6.29M
|
606K
$6.52M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
291K+ 92.69% |
$2.51M - $3.03M
|
606K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
270K+ 2070.08% |
$2.32M - $2.81M
|
283K
$3.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
265K+ 41.6% |
$2.28M - $2.76M
|
903K
$9.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
73.5K+ 225.27% |
$632K - $764K
|
106K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
59.2K+ 58.99% |
$509K - $615K
|
159K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
56.6K+ 24.56% |
$487K - $588K
|
287K
$3.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.9K+ 31.78% |
$447K - $540K
|
215K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39KNew |
$336K - $406K
|
39K
$420K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
31.7K+ 15.48% |
$272K - $329K
|
236K
$2.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
28.5KNew |
$245K - $296K
|
28.5K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.3K+ 64.95% |
$218K - $263K
|
64.3K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
24.9KNew |
$214K - $259K
|
24.9K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
23.7KNew |
$204K - $246K
|
23.7K
$255K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
19.9KNew |
$171K - $207K
|
19.9K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.4KNew |
$166K - $201K
|
19.4K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6K+ 112.46% |
$134K - $162K
|
29.4K
$317K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.7KNew |
$127K - $153K
|
14.7K
$158K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
14KNew |
$120K - $145K
|
14K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14KNew |
$120K - $145K
|
14K
$150K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 26.26% |
$118K - $142K
|
65.8K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.3KNew |
$114K - $138K
|
13.3K
$143K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
13.2KNew |
$114K - $137K
|
13.2K
$142K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$107K - $129K
|
12.4K
$134K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$101K - $122K
|
11.8K
$127K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
11.7KNew |
$100K - $121K
|
11.7K
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$97.5K - $118K
|
11.3K
$122K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
11.3KNew |
$96.8K - $117K
|
11.3K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.5KNew |
$90K - $109K
|
10.5K
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.41K+ 50.94% |
$63.8K - $77K
|
22K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.6K+ 5.27% |
$31K - $37.4K
|
71.9K
$774K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.7KNew |
$23.2K - $28K
|
2.7K
$29K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.53K+ 2.49% |
$13.1K - $15.9K
|
62.9K
$676K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$8.6K - $10.4K
|
1K
$10.8K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
688+ 4.25% |
$5.92K - $7.15K
|
16.9K
$182K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
674+ 0.14% |
$5.8K - $7K
|
485K
$5.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
377+ 1.12% |
$3.24K - $3.92K
|
34K
$366K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
299+ 1.12% |
$2.57K - $3.11K
|
26.9K
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
211+ 1.15% |
$1.81K - $2.19K
|
18.6K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
173New |
$1.49K - $1.8K
|
173
$1.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
120+ 0.22% |
$1.03K - $1.25K
|
55.5K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
99+ 0.81% |
$851 - $1.03K
|
12.3K
$133K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-28- 0.63% |
$241 - $291
|
4.41K
$47.5K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.1K- 1.69% |
$9.46K - $11.4K
|
64.1K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.91K- 8.23% |
$25K - $30.2K
|
32.4K
$349K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.64K- 3.17% |
$31.3K - $37.8K
|
111K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.77K- 1.68% |
$32.4K - $39.2K
|
221K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.63K- 17.83% |
$39.8K - $48.1K
|
21.3K
$230K
|