Dynamic Advisor Solutions LLC - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 85 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$102,502
-9.9%
11,1420.0%0.01%
-16.7%
Q2 2023$113,755
-1.4%
11,1420.0%0.01%
-14.3%
Q1 2023$115,426
-4.5%
11,1420.0%0.01%
-12.5%
Q4 2022$120,885
+10.9%
11,1420.0%0.01%0.0%
Q3 2022$109,000
-16.8%
11,1420.0%0.01%
-20.0%
Q2 2022$131,000
+0.8%
11,1420.0%0.01%
+11.1%
Q1 2022$130,000
-18.8%
11,1420.0%0.01%
-18.2%
Q4 2021$160,000
+4.6%
11,1420.0%0.01%
-8.3%
Q3 2021$153,000
-3.2%
11,1420.0%0.01%
-7.7%
Q2 2021$158,000
+6.0%
11,1420.0%0.01%
-7.1%
Q1 2021$149,00011,1420.01%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q1 2022
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