UBS Group AG - 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
UBS Group AG ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$2,121,474
-5.3%
230,595
+5.1%
0.00%0.0%
Q2 2023$2,239,503
+384.0%
219,344
+391.2%
0.00%
Q1 2023$462,667
-49.2%
44,659
-46.8%
0.00%
Q4 2022$910,673
+7.8%
83,933
-2.6%
0.00%
Q3 2022$845,000
-20.4%
86,200
-4.3%
0.00%
Q2 2022$1,062,000
-9.9%
90,087
-10.9%
0.00%
Q1 2022$1,179,000
-23.5%
101,161
-5.5%
0.00%
Q4 2021$1,541,000
-30.6%
107,003
-34.0%
0.00%
-100.0%
Q3 2021$2,222,000
-21.8%
162,158
-19.3%
0.00%0.0%
Q2 2021$2,840,000
-23.3%
200,832
-27.4%
0.00%0.0%
Q1 2021$3,705,000
-3.8%
276,493
-1.7%
0.00%0.0%
Q4 2020$3,850,000
+5.7%
281,250
+0.1%
0.00%0.0%
Q3 2020$3,643,000
+3.3%
280,845
+1.7%
0.00%0.0%
Q2 2020$3,528,000
+18.2%
276,059
+10.3%
0.00%0.0%
Q1 2020$2,986,000
+15.6%
250,324
+27.5%
0.00%0.0%
Q4 2019$2,582,000
+2.3%
196,349
+1.6%
0.00%0.0%
Q3 2019$2,524,000
-7.7%
193,176
-10.6%
0.00%0.0%
Q2 2019$2,736,000
+36.3%
216,093
+32.0%
0.00%0.0%
Q1 2019$2,007,000
+18.4%
163,680
+8.5%
0.00%0.0%
Q4 2018$1,695,000
+12.2%
150,903
+14.0%
0.00%0.0%
Q3 2018$1,511,000
-6.9%
132,314
-4.8%
0.00%0.0%
Q2 2018$1,623,000
+1.0%
138,986
+0.9%
0.00%0.0%
Q1 2018$1,607,000
-4.7%
137,772
+0.9%
0.00%0.0%
Q4 2017$1,686,0000.0%136,555
+2.3%
0.00%0.0%
Q3 2017$1,686,000
+8.3%
133,513
+7.2%
0.00%0.0%
Q2 2017$1,557,000
+9.8%
124,590
+5.5%
0.00%0.0%
Q1 2017$1,418,000
+15.6%
118,109
+15.0%
0.00%0.0%
Q4 2016$1,227,000
-39.8%
102,685
-32.8%
0.00%0.0%
Q3 2016$2,039,000
+16.0%
152,867
+16.4%
0.00%0.0%
Q2 2016$1,758,000
-0.8%
131,370
-5.8%
0.00%0.0%
Q1 2016$1,772,000
+24.2%
139,525
+20.1%
0.00%0.0%
Q4 2015$1,427,000
+28.3%
116,191
+24.9%
0.00%0.0%
Q3 2015$1,112,000
+13.0%
93,000
+9.7%
0.00%0.0%
Q2 2015$984,000
-6.1%
84,760
-0.8%
0.00%0.0%
Q1 2015$1,048,000
+9.9%
85,459
+7.4%
0.00%0.0%
Q4 2014$954,00079,5700.00%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Nova R Wealth, Inc. 100,687$1,187,0000.98%
GOODWIN DANIEL L 51,866$611,0000.34%
GILL CAPITAL PARTNERS, LLC 32,227$375,0000.16%
Collaborative Wealth Managment Inc. 15,324$181,0000.12%
1ST SOURCE BANK 140,156$1,652,0000.12%
SMITH, MOORE & CO. 63,402$748,0000.12%
Successful Portfolios LLC 14,428$170,0000.11%
Financial Network Wealth Management LLC 15,350$181,0000.11%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$369,0000.08%
TECTONIC ADVISORS LLC 37,759$445,0000.08%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders