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 4 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
NEW VERNON INVESTMENT MANAGEMENT LLC 269,948$3,612,0003.16%
ROBINSON CAPITAL MANAGEMENT, LLC 255,602$3,420,0001.98%
BRAVE ASSET MANAGEMENT INC 109,931$1,471,0000.98%
MACKAY SHIELDS LLC 1,139,927$15,252,0000.76%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$419,0000.33%
GOODWIN DANIEL L 57,866$774,0000.25%
1ST SOURCE BANK 161,039$2,155,0000.24%
Capital Investment Advisors, LLC 98,893$1,323,0000.12%
Advisors Asset Management, Inc. 531,489$7,111,0000.12%
Yellowstone Partners, LLC 17,850$239,0000.10%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders