IFP Advisors, Inc - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 69 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$244,917
-57.5%
26,621
-49.5%
0.01%
-15.4%
Q2 2023$576,462
+37.6%
52,692
+46.7%
0.01%
-27.8%
Q1 2023$419,078
+72404.8%
35,911
-27.6%
0.02%
+20.0%
Q4 2022$578
-99.9%
49,584
-22.4%
0.02%
-21.1%
Q3 2022$745,000
+146.7%
63,858
+145.9%
0.02%
+90.0%
Q2 2022$302,0000.0%25,9710.0%0.01%
+150.0%
Q1 2022$302,000
+7450.0%
25,971
+7362.9%
0.00%
Q4 2018$4,0000.0%3480.0%0.00%
Q3 2018$4,000
-92.5%
348
-92.4%
0.00%
-100.0%
Q2 2018$53,000
-5.4%
4,5680.0%0.00%
-33.3%
Q1 2018$56,0000.0%4,5680.0%0.00%0.0%
Q4 2017$56,000
-6.7%
4,568
-3.5%
0.00%
+50.0%
Q3 2017$60,000
+1.7%
4,7350.0%0.00%
-33.3%
Q2 2017$59,0000.0%4,735
-4.3%
0.00%0.0%
Q1 2017$59,000
-35.9%
4,949
-35.9%
0.00%
-25.0%
Q4 2016$92,000
-38.3%
7,724
-30.8%
0.00%
-50.0%
Q3 2016$149,000
+198.0%
11,165
+200.5%
0.01%
+166.7%
Q2 2016$50,000
+8.7%
3,7150.0%0.00%0.0%
Q4 2015$46,0003,7150.00%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q1 2023
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