Anchor Investment Management, LLC - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 78 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q4 2023$10,230
+11.2%
1,0000.0%0.00%0.0%
Q3 2023$9,200
-9.9%
1,0000.0%0.00%0.0%
Q2 2023$10,210
-1.4%
1,0000.0%0.00%0.0%
Q1 2023$10,360
-4.5%
1,0000.0%0.00%
-50.0%
Q4 2022$10,850
+10.7%
1,0000.0%0.00%0.0%
Q3 2022$9,800
-16.9%
1,0000.0%0.00%0.0%
Q2 2022$11,790
+1.2%
1,0000.0%0.00%
+100.0%
Q1 2022$11,650
-19.1%
1,0000.0%0.00%
-50.0%
Q4 2021$14,400
+5.1%
1,0000.0%0.00%0.0%
Q3 2021$13,700
-3.1%
1,0000.0%0.00%0.0%
Q2 2021$14,140
+5.5%
1,0000.0%0.00%0.0%
Q1 2021$13,400
-2.1%
1,0000.0%0.00%0.0%
Q4 2020$13,690
+5.6%
1,0000.0%0.00%
-33.3%
Q3 2020$12,970
+1.5%
1,0000.0%0.00%0.0%
Q2 2020$12,780
+7.1%
1,0000.0%0.00%0.0%
Q1 2020$11,9301,0000.00%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q1 2021
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