PATHSTONE FAMILY OFFICE, LLC - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 78 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q4 2020$1,0000.0%450.0%0.00%
Q3 2020$1,000
-50.0%
45
-50.0%
0.00%
Q2 2020$2,000
-93.5%
90
-96.6%
0.00%
-100.0%
Q2 2014$31,000
+3.3%
2,646
+1.5%
0.09%
+12.8%
Q1 2014$30,000
+7.1%
2,606
+1.6%
0.08%
+27.9%
Q4 2013$28,000
-68.9%
2,564
-68.6%
0.06%
-84.4%
Q3 2013$90,0008,1550.39%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q1 2021
NameSharesValueWeighting ↓
MELFA WEALTH MANAGEMENT, INC. 479,635$5,204,0465.44%
Nova R Wealth, Inc. 100,687$1,092,4540.80%
GOODWIN DANIEL L 51,866$562,7460.28%
GILL CAPITAL PARTNERS, LLC 32,227$349,6630.16%
AlphaCentric Advisors LLC 14,820$160,7970.16%
SMITH, MOORE & CO. 81,581$885,1510.12%
Collaborative Wealth Managment Inc. 15,324$166,2650.11%
Successful Portfolios LLC 14,428$157,0000.10%
Seelaus Asset Management LLC 10,488$1140.08%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$339,5400.07%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders