Creative Planning - 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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$131,266
-13.1%
14,268
-7.5%
0.00%
Q3 2022$151,000
-21.8%
15,418
-5.6%
0.00%
Q2 2022$193,000
+7.2%
16,338
+6.0%
0.00%
Q1 2022$180,000
-18.9%
15,4180.0%0.00%
Q4 2021$222,000
+5.2%
15,4180.0%0.00%
Q3 2021$211,000
-3.2%
15,4180.0%0.00%
Q2 2021$218,000
+5.3%
15,4180.0%0.00%
Q1 2021$207,000
-1.9%
15,4180.0%0.00%
Q4 2020$211,000
+5.5%
15,4180.0%0.00%
-100.0%
Q3 2020$200,000
-34.9%
15,418
-35.9%
0.00%0.0%
Q2 2020$307,000
-27.4%
24,044
-32.2%
0.00%
-50.0%
Q1 2020$423,000
+26.3%
35,444
+39.3%
0.00%
+100.0%
Q4 2019$335,000
+0.6%
25,4440.0%0.00%0.0%
Q3 2019$333,000
+9.5%
25,444
+5.8%
0.00%0.0%
Q2 2019$304,000
+67.0%
24,044
+61.6%
0.00%0.0%
Q1 2019$182,000
+5.2%
14,880
-3.3%
0.00%0.0%
Q4 2018$173,000
-3.4%
15,382
-2.1%
0.00%0.0%
Q3 2018$179,000
-2.7%
15,7160.0%0.00%0.0%
Q2 2018$184,000
-2.1%
15,716
-2.8%
0.00%0.0%
Q1 2018$188,000
-6.0%
16,1620.0%0.00%0.0%
Q4 2017$200,000
+41.8%
16,162
+44.8%
0.00%0.0%
Q3 2017$141,000
-7.8%
11,162
-8.6%
0.00%0.0%
Q2 2017$153,000
+34.2%
12,212
+29.1%
0.00%0.0%
Q1 2017$114,000
+0.9%
9,4620.0%0.00%0.0%
Q4 2016$113,000
-10.3%
9,4620.0%0.00%0.0%
Q3 2016$126,000
+9.6%
9,462
+9.7%
0.00%0.0%
Q2 2016$115,000
-48.2%
8,626
-50.7%
0.00%
-50.0%
Q1 2016$222,00017,4880.00%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q4 2021
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