Sheaff Brock Investment Advisors, LLC - 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
Sheaff Brock Investment Advisors, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$110,400
-9.9%
12,0000.0%0.01%0.0%
Q2 2023$122,520
-1.4%
12,0000.0%0.01%
-9.1%
Q1 2023$124,320
-4.5%
12,0000.0%0.01%
-15.4%
Q4 2022$130,200
+10.3%
12,0000.0%0.01%0.0%
Q3 2022$118,000
-16.3%
12,0000.0%0.01%
+8.3%
Q2 2022$141,000
+0.7%
12,0000.0%0.01%
+20.0%
Q1 2022$140,000
-19.1%
12,0000.0%0.01%
-16.7%
Q4 2021$173,000
+5.5%
12,0000.0%0.01%0.0%
Q3 2021$164,000
-3.5%
12,0000.0%0.01%0.0%
Q2 2021$170,000
+5.6%
12,0000.0%0.01%
-7.7%
Q1 2021$161,000
-1.8%
12,0000.0%0.01%
-7.1%
Q4 2020$164,000
+5.1%
12,0000.0%0.01%0.0%
Q3 2020$156,000
+2.0%
12,0000.0%0.01%
-6.7%
Q2 2020$153,000
+7.0%
12,0000.0%0.02%
-21.1%
Q1 2020$143,000
-23.9%
12,000
-16.1%
0.02%
+5.6%
Q4 2019$188,000
+0.5%
14,3000.0%0.02%
-10.0%
Q3 2019$187,000
+3.3%
14,3000.0%0.02%
+5.3%
Q2 2019$181,000
+3.4%
14,3000.0%0.02%
-9.5%
Q1 2019$175,000
+8.7%
14,3000.0%0.02%
-16.0%
Q4 2018$161,000
-1.2%
14,3000.0%0.02%
+66.7%
Q3 2018$163,000
-2.4%
14,3000.0%0.02%
-6.2%
Q2 2018$167,0000.0%14,3000.0%0.02%
-5.9%
Q1 2018$167,000
-5.6%
14,3000.0%0.02%
-26.1%
Q4 2017$177,000
-2.2%
14,3000.0%0.02%
-4.2%
Q3 2017$181,000
+1.1%
14,3000.0%0.02%0.0%
Q2 2017$179,00014,3000.02%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q1 2022
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