Capital Investment Advisors, LLC - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 73 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q4 2023$1,134,870
+7.7%
110,935
-3.2%
0.03%
-3.4%
Q3 2023$1,054,067
-12.7%
114,572
-3.1%
0.03%
-21.6%
Q2 2023$1,207,554
-1.8%
118,272
-0.3%
0.04%
+2.8%
Q1 2023$1,229,199
+95408.9%
118,649
+0.0%
0.04%
-7.7%
Q4 2022$1,287
-99.9%
118,645
-5.1%
0.04%
-7.1%
Q3 2022$1,226,000
-17.9%
125,086
-1.3%
0.04%
-16.0%
Q2 2022$1,494,000
-7.0%
126,750
-8.1%
0.05%
+2.0%
Q1 2022$1,606,000
-20.1%
137,896
-1.1%
0.05%
-19.7%
Q4 2021$2,009,000
+3.8%
139,492
-1.2%
0.06%
-6.2%
Q3 2021$1,935,000
-4.9%
141,214
-1.9%
0.06%
-7.1%
Q2 2021$2,034,000
+6.0%
143,878
+0.5%
0.07%
-2.8%
Q1 2021$1,919,000
-15.3%
143,224
-13.5%
0.07%
-24.2%
Q4 2020$2,266,000
+5.6%
165,498
+0.0%
0.10%
-6.9%
Q3 2020$2,146,000
+1.5%
165,465
-0.0%
0.10%
-7.3%
Q2 2020$2,115,000
+6.9%
165,510
-0.2%
0.11%
-12.7%
Q1 2020$1,978,000
-16.0%
165,764
-7.5%
0.13%
+10.5%
Q4 2019$2,356,000
-3.9%
179,185
-4.5%
0.11%
-11.6%
Q3 2019$2,452,000
+1.1%
187,614
-2.0%
0.13%
-3.0%
Q2 2019$2,425,000
+1.2%
191,518
-2.1%
0.13%
-5.0%
Q1 2019$2,397,000
+14.0%
195,548
+4.4%
0.14%0.0%
Q4 2018$2,103,000
+17.5%
187,263
+19.5%
0.14%
+32.1%
Q3 2018$1,790,000
+22.2%
156,740
+25.0%
0.11%
+16.5%
Q2 2018$1,465,000
+35.6%
125,428
+35.4%
0.09%
+30.0%
Q1 2018$1,080,000
-2.2%
92,614
+3.6%
0.07%
-2.8%
Q4 2017$1,104,000
-2.2%
89,3870.0%0.07%
-7.7%
Q3 2017$1,129,000
-1.7%
89,387
-2.7%
0.08%
-4.9%
Q2 2017$1,149,000
+4.9%
91,887
+0.8%
0.08%
-1.2%
Q1 2017$1,095,000
-0.4%
91,187
-0.9%
0.08%
-10.8%
Q4 2016$1,099,000
-13.9%
92,012
-3.8%
0.09%
-17.0%
Q3 2016$1,276,000
-3.6%
95,642
-3.3%
0.11%
-9.7%
Q2 2016$1,323,000
+3.5%
98,893
-1.7%
0.12%
-1.6%
Q1 2016$1,278,000
+12.3%
100,598
+8.5%
0.13%
+7.7%
Q4 2015$1,138,000
+16.8%
92,681
+13.8%
0.12%
+7.3%
Q3 2015$974,000
+2.5%
81,464
-0.4%
0.11%
+6.9%
Q2 2015$950,000
-7.9%
81,801
-2.7%
0.10%
-6.4%
Q1 2015$1,031,000
+12.2%
84,111
+9.8%
0.11%
+6.9%
Q4 2014$919,000
+2.0%
76,621
-0.5%
0.10%
-1.0%
Q3 2014$901,000
-0.4%
76,9810.0%0.10%
-1.0%
Q2 2014$905,000
-99.9%
76,981
-7.5%
0.10%
-12.6%
Q1 2014$946,086,000
+109654.8%
83,209
+3.6%
0.12%
+4.4%
Q4 2013$862,00080,2810.11%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q3 2022
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