B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$149,445
-5.8%
16,182
+4.5%
0.00%0.0%
Q2 2023$158,687
-1.6%
15,489
+0.1%
0.00%0.0%
Q1 2023$161,206
-4.4%
15,481
+0.1%
0.00%
-20.0%
Q4 2022$168,691
+15.5%
15,472
+3.9%
0.01%
+25.0%
Q3 2022$146,000
-17.0%
14,891
+0.1%
0.00%
-42.9%
Q2 2022$176,000
+23.1%
14,877
+21.3%
0.01%
+40.0%
Q1 2022$143,000
-19.2%
12,266
+0.1%
0.01%0.0%
Q4 2021$177,000
-3.8%
12,256
-12.6%
0.01%
-72.2%
Q3 2019$184,000
+23.5%
14,028
+19.3%
0.02%
+12.5%
Q2 2019$149,000
+645.0%
11,754
+598.0%
0.02%
Q4 2014$20,000
-99.6%
1,684
+288.0%
0.00%
-100.0%
Q2 2014$5,100,0004340.00%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MELFA WEALTH MANAGEMENT, INC. 484,293$4,455,4944.84%
ROBINSON CAPITAL MANAGEMENT, LLC 637,673$5,688,0432.54%
Nova R Wealth, Inc. 99,997$919,9720.64%
GOODWIN DANIEL L 51,866$477,1670.23%
GILL CAPITAL PARTNERS, LLC 30,827$283,6080.12%
Seelaus Asset Management LLC 10,488$96,4900.11%
ARS Wealth Advisors Group, LLC 70,836$651,6910.11%
Successful Portfolios LLC 12,428$114,3380.10%
Indiana Trust & Investment Management CO 21,500$197,8000.10%
Collaborative Wealth Managment Inc. 15,324$140,9810.08%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders