IBEX WEALTH ADVISORS - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 77 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q4 2022$122
-99.9%
11,267
-19.2%
0.03%
-22.2%
Q3 2022$137,000
-16.5%
13,944
+0.4%
0.04%
-5.3%
Q2 2022$164,000
+1.9%
13,893
+0.4%
0.04%
+22.6%
Q1 2022$161,000
-41.2%
13,841
-27.3%
0.03%
-36.7%
Q4 2021$274,000
+9.2%
19,039
+3.9%
0.05%
+2.1%
Q3 2021$251,000
-2.7%
18,325
+0.5%
0.05%
-7.7%
Q2 2021$258,000
+1.2%
18,235
-4.0%
0.05%
-17.5%
Q1 2021$255,000
-7.9%
19,002
-6.2%
0.06%
-12.5%
Q4 2020$277,000
+4.5%
20,251
-1.0%
0.07%
-6.5%
Q3 2020$265,000
-0.7%
20,454
-2.4%
0.08%
-10.5%
Q2 2020$267,000
-1.8%
20,965
-8.1%
0.09%
-18.9%
Q1 2020$272,000
-11.7%
22,804
-2.6%
0.11%
+12.8%
Q4 2019$308,000
+1.7%
23,419
+0.9%
0.09%
-6.9%
Q3 2019$303,000
+4.1%
23,221
+0.9%
0.10%
+20.2%
Q2 2019$291,000
-7.3%
23,024
-10.1%
0.08%
-23.6%
Q1 2019$314,000
-39.1%
25,614
-44.2%
0.11%
-53.4%
Q4 2018$516,000
-30.6%
45,939
-30.0%
0.24%
-11.3%
Q3 2018$743,000
-11.2%
65,582
-8.6%
0.27%
-20.6%
Q2 2018$837,0000.0%71,7400.0%0.34%
-1.5%
Q1 2018$837,000
-15.8%
71,740
-8.7%
0.34%
-7.6%
Q3 2017$994,000
-13.1%
78,601
-13.6%
0.37%
-18.2%
Q2 2017$1,144,000
+3.8%
91,004
-0.1%
0.45%
-14.8%
Q4 2016$1,102,000
-99.9%
91,080
+2.1%
0.53%
-19.1%
Q3 2016$1,191,000,00089,2060.65%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MELFA WEALTH MANAGEMENT, INC. 484,293$4,455,4944.84%
ROBINSON CAPITAL MANAGEMENT, LLC 637,673$5,688,0432.54%
Nova R Wealth, Inc. 99,997$919,9720.64%
GOODWIN DANIEL L 51,866$477,1670.23%
GILL CAPITAL PARTNERS, LLC 30,827$283,6080.12%
Seelaus Asset Management LLC 10,488$96,4900.11%
ARS Wealth Advisors Group, LLC 70,836$651,6910.11%
Successful Portfolios LLC 12,428$114,3380.10%
Indiana Trust & Investment Management CO 21,500$197,8000.10%
Collaborative Wealth Managment Inc. 15,324$140,9810.08%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders