Advisors Asset Management, Inc. - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 85 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$1,362,216
+33.0%
148,067
+47.6%
0.03%
+38.1%
Q2 2023$1,024,022
+12.9%
100,296
+8.3%
0.02%
+10.5%
Q3 2022$907,000
-17.8%
92,573
-1.0%
0.02%
-9.5%
Q2 2022$1,103,000
-2.6%
93,528
-3.8%
0.02%
+23.5%
Q1 2022$1,133,000
-38.4%
97,245
-23.8%
0.02%
-34.6%
Q4 2021$1,839,000
+4.3%
127,688
-0.8%
0.03%
-3.7%
Q3 2021$1,763,000
-5.8%
128,654
-2.8%
0.03%
-3.6%
Q2 2021$1,872,000
-4.3%
132,377
-9.3%
0.03%
-6.7%
Q1 2021$1,956,000
+8.4%
145,999
+10.8%
0.03%0.0%
Q4 2020$1,804,000
+5.1%
131,810
-0.4%
0.03%
-6.2%
Q3 2020$1,717,000
-22.7%
132,385
-23.8%
0.03%
-25.6%
Q2 2020$2,221,000
-1.5%
173,803
-8.1%
0.04%
-20.4%
Q1 2020$2,255,000
-21.0%
189,023
-12.9%
0.05%
+8.0%
Q4 2019$2,853,000
-9.9%
216,927
-10.4%
0.05%
-13.8%
Q3 2019$3,165,000
-2.2%
242,183
-5.2%
0.06%0.0%
Q2 2019$3,235,000
+9.0%
255,561
+5.6%
0.06%
+9.4%
Q1 2019$2,968,000
+25.8%
242,083
+15.2%
0.05%
+10.4%
Q4 2018$2,360,000
+8.8%
210,160
+10.6%
0.05%
+37.1%
Q3 2018$2,170,000
+21.2%
189,995
+24.0%
0.04%
+16.7%
Q2 2018$1,790,000
-34.2%
153,254
-33.5%
0.03%
-34.8%
Q1 2018$2,722,000
-15.1%
230,471
-11.2%
0.05%
-13.2%
Q4 2017$3,205,000
+4.4%
259,522
+6.8%
0.05%
+3.9%
Q3 2017$3,069,000
-15.0%
243,020
-15.9%
0.05%
-15.0%
Q2 2017$3,612,000
-3.1%
288,972
-6.9%
0.06%
-3.2%
Q1 2017$3,727,000
-29.7%
310,348
-30.1%
0.06%
-29.5%
Q4 2016$5,302,000
-17.5%
443,722
-7.9%
0.09%
-16.2%
Q3 2016$6,429,000
-9.6%
481,963
-9.3%
0.10%
-8.7%
Q2 2016$7,111,000
+22.5%
531,489
+16.2%
0.12%
+18.6%
Q1 2016$5,807,000
-0.8%
457,253
-4.1%
0.10%
+4.3%
Q4 2015$5,855,000
+5.9%
476,802
+3.2%
0.09%
+5.7%
Q3 2015$5,528,000
-18.4%
462,239
-20.8%
0.09%
-5.4%
Q2 2015$6,773,000
+0.7%
583,364
+6.3%
0.09%
+3.3%
Q1 2015$6,729,000
-6.9%
548,894
-9.0%
0.09%
-7.2%
Q4 2014$7,229,000
+16.1%
602,883
+13.2%
0.10%
+12.8%
Q3 2014$6,229,000
-5.3%
532,430
-4.9%
0.09%
-5.5%
Q2 2014$6,576,000
+10.5%
559,671
+7.0%
0.09%
+1.1%
Q1 2014$5,949,000
-6.6%
523,236
-11.7%
0.09%
-12.6%
Q4 2013$6,366,000
+3.8%
592,691
+5.6%
0.10%
-5.5%
Q3 2013$6,134,000
-9.4%
561,186
-4.6%
0.11%
-14.8%
Q2 2013$6,770,000588,1970.13%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 149,215$1,738,0001.19%
Nova R Wealth, Inc. 100,687$1,173,0001.00%
Powell Investment Advisors, LLC 58,496$685,0000.40%
GOODWIN DANIEL L 51,866$604,0000.26%
LEO BROKERAGE, LLC 110,794$1,291,0000.21%
GILL CAPITAL PARTNERS, LLC 32,227$375,0000.16%
SMITH, MOORE & CO. 72,592$846,0000.12%
Worth Asset Management, LLC 15,630$169,0000.11%
1ST SOURCE BANK 148,756$1,733,0000.11%
Doyle Wealth Management 125,603$1,463,0000.10%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders