TWIN FOCUS CAPITAL PARTNERS, LLC - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 71 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$287,905
-9.9%
31,2940.0%0.06%0.0%
Q2 2023$319,512
-1.4%
31,2940.0%0.06%
+1.6%
Q1 2023$324,206
-4.5%
31,2940.0%0.06%
-9.9%
Q4 2022$339,540
+10.6%
31,2940.0%0.07%
-4.1%
Q3 2022$307,000
-16.8%
31,2940.0%0.07%
-10.8%
Q2 2022$369,000
+1.1%
31,2940.0%0.08%
+16.9%
Q1 2022$365,000
-19.1%
31,2940.0%0.07%
-21.1%
Q4 2021$451,000
+5.1%
31,2940.0%0.09%
-10.0%
Q3 2021$429,000
-2.9%
31,2940.0%0.10%
-2.0%
Q2 2021$442,000
+5.5%
31,2940.0%0.10%
-15.0%
Q1 2021$419,000
-2.1%
31,2940.0%0.12%
-8.4%
Q4 2020$428,000
+5.4%
31,2940.0%0.13%
-11.5%
Q3 2020$406,000
+1.5%
31,2940.0%0.15%
-8.1%
Q2 2020$400,000
+7.2%
31,2940.0%0.16%
-6.4%
Q1 2020$373,000
-9.5%
31,2940.0%0.17%
+30.3%
Q4 2019$412,000
+0.7%
31,2940.0%0.13%
-18.0%
Q3 2019$409,000
+3.3%
31,2940.0%0.16%
-3.6%
Q2 2019$396,000
+3.1%
31,2940.0%0.17%
-7.2%
Q1 2019$384,000
+9.4%
31,2940.0%0.18%
+14.6%
Q4 2018$351,000
-1.7%
31,2940.0%0.16%
-14.7%
Q3 2018$357,000
-2.5%
31,2940.0%0.18%
-1.6%
Q2 2018$366,000
+0.3%
31,2940.0%0.19%
+3.3%
Q1 2018$365,000
-5.4%
31,2940.0%0.18%
-7.7%
Q4 2017$386,000
-2.3%
31,2940.0%0.20%
-3.9%
Q3 2017$395,000
+1.0%
31,2940.0%0.20%
-4.7%
Q2 2017$391,000
+4.0%
31,2940.0%0.21%
-5.3%
Q1 2017$376,000
+0.5%
31,2940.0%0.23%
-7.0%
Q4 2016$374,000
-10.3%
31,2940.0%0.24%
-15.9%
Q3 2016$417,000
-0.5%
31,2940.0%0.29%
-12.7%
Q2 2016$419,000
+5.5%
31,2940.0%0.33%
-12.0%
Q1 2016$397,000
+3.4%
31,2940.0%0.38%
-2.6%
Q4 2015$384,000
+2.7%
31,2940.0%0.39%
-19.1%
Q3 2015$374,000
+3.0%
31,2940.0%0.48%
+16.6%
Q2 2015$363,000
-5.5%
31,2940.0%0.41%
+35.9%
Q1 2015$384,000
+2.4%
31,2940.0%0.30%
-31.1%
Q4 2014$375,000
+2.5%
31,2940.0%0.44%
+21.7%
Q3 2014$366,000
-0.5%
31,2940.0%0.36%
-13.3%
Q2 2014$368,000
+3.4%
31,2940.0%0.41%
-2.1%
Q1 2014$356,000
+6.0%
31,2940.0%0.42%
+27.8%
Q4 2013$336,000
-1.8%
31,2940.0%0.33%
+1.5%
Q3 2013$342,000
-5.0%
31,2940.0%0.33%
-11.9%
Q2 2013$360,00031,2940.37%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NEW VERNON INVESTMENT MANAGEMENT LLC 269,948$3,612,0003.16%
ROBINSON CAPITAL MANAGEMENT, LLC 255,602$3,420,0001.98%
BRAVE ASSET MANAGEMENT INC 109,931$1,471,0000.98%
MACKAY SHIELDS LLC 1,139,927$15,252,0000.76%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$419,0000.33%
GOODWIN DANIEL L 57,866$774,0000.25%
1ST SOURCE BANK 161,039$2,155,0000.24%
Capital Investment Advisors, LLC 98,893$1,323,0000.12%
Advisors Asset Management, Inc. 531,489$7,111,0000.12%
Yellowstone Partners, LLC 17,850$239,0000.10%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders