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 310,000$3,717,0002.51%
Peachtree Investment Advisors, Inc. 119,317$1,431,0000.96%
Karpus Management, Inc. 1,616,729$19,385,0000.92%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 236,745$2,839,0000.75%
BRAVE ASSET MANAGEMENT INC 80,231$962,0000.69%
OAK HILL ADVISORS LP 257,500$3,087,0000.54%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$375,0000.44%
PT ASSET MANAGEMENT, LLC 120,539$1,445,0000.39%
Global Endowment Management, LP 162,270$1,946,0000.32%
1ST SOURCE BANK 206,634$2,478,0000.30%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders