STALEY CAPITAL ADVISERS INC - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 74 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
STALEY CAPITAL ADVISERS INC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$115,000
-9.9%
12,5000.0%0.01%
-14.3%
Q2 2023$127,625
+98834.1%
12,5000.0%0.01%0.0%
Q1 2023$129
-5.1%
12,5000.0%0.01%
-12.5%
Q4 2022$136
-99.9%
12,500
-50.0%
0.01%0.0%
Q3 2022$244,000
+66.0%
25,000
+100.0%
0.01%
-11.1%
Q2 2022$147,000
+0.7%
12,5000.0%0.01%
+28.6%
Q1 2022$146,000
-32.4%
12,500
-16.7%
0.01%
-30.0%
Q4 2021$216,000
+4.9%
15,0000.0%0.01%
-9.1%
Q3 2021$206,000
-2.8%
15,0000.0%0.01%0.0%
Q2 2021$212,000
+5.5%
15,0000.0%0.01%0.0%
Q1 2021$201,000
-2.0%
15,0000.0%0.01%
-15.4%
Q4 2020$205,000
+5.1%
15,0000.0%0.01%
-7.1%
Q3 2020$195,000
+1.6%
15,0000.0%0.01%0.0%
Q2 2020$192,000
+7.3%
15,0000.0%0.01%
-6.7%
Q1 2020$179,000
-9.1%
15,0000.0%0.02%
+15.4%
Q4 2019$197,000
-39.8%
15,000
-40.0%
0.01%
-48.0%
Q3 2019$327,000
+72.1%
25,000
+66.7%
0.02%
+78.6%
Q2 2019$190,000
+3.3%
15,0000.0%0.01%0.0%
Q1 2019$184,000
+9.5%
15,0000.0%0.01%0.0%
Q4 2018$168,000
-1.8%
15,0000.0%0.01%
+16.7%
Q3 2018$171,000
-2.3%
15,0000.0%0.01%
-7.7%
Q2 2018$175,0000.0%15,0000.0%0.01%
-7.1%
Q1 2018$175,000
-5.4%
15,0000.0%0.01%0.0%
Q4 2017$185,000
-2.1%
15,0000.0%0.01%
-6.7%
Q3 2017$189,000
+1.1%
15,0000.0%0.02%
-6.2%
Q2 2017$187,000
+3.9%
15,0000.0%0.02%0.0%
Q1 2017$180,000
+0.6%
15,0000.0%0.02%
-5.9%
Q4 2016$179,000
-10.5%
15,0000.0%0.02%
-15.0%
Q3 2016$200,000
-6.5%
15,000
-6.2%
0.02%
-9.1%
Q2 2016$214,000
-48.6%
16,000
-51.1%
0.02%
-51.1%
Q1 2016$416,000
+3.5%
32,7200.0%0.04%
-2.2%
Q4 2015$402,000
+2.8%
32,7200.0%0.05%
-4.2%
Q3 2015$391,000
+2.9%
32,7200.0%0.05%
+14.3%
Q2 2015$380,000
-20.0%
32,720
-15.5%
0.04%
-23.6%
Q1 2015$475,000
+5.1%
38,720
+2.7%
0.06%
+5.8%
Q4 2014$452,000
+2.5%
37,7200.0%0.05%
-1.9%
Q3 2014$441,000
-0.5%
37,7200.0%0.05%0.0%
Q2 2014$443,000
+3.3%
37,7200.0%0.05%
-1.9%
Q1 2014$429,000
+10.3%
37,720
+4.1%
0.05%
+1.9%
Q4 2013$389,00036,2200.05%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Nova R Wealth, Inc. 100,687$1,187,0000.98%
GOODWIN DANIEL L 51,866$611,0000.34%
GILL CAPITAL PARTNERS, LLC 32,227$375,0000.16%
Collaborative Wealth Managment Inc. 15,324$181,0000.12%
1ST SOURCE BANK 140,156$1,652,0000.12%
SMITH, MOORE & CO. 63,402$748,0000.12%
Successful Portfolios LLC 14,428$170,0000.11%
Financial Network Wealth Management LLC 15,350$181,0000.11%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$369,0000.08%
TECTONIC ADVISORS LLC 37,759$445,0000.08%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders