Successful Portfolios LLC - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 72 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$114,338
-9.9%
12,4280.0%0.10%
-7.3%
Q2 2023$126,890
-1.4%
12,4280.0%0.11%
+34.6%
Q1 2023$128,754
-18.0%
12,428
-13.9%
0.08%
-20.6%
Q4 2022$157,000
+11.3%
14,4280.0%0.10%0.0%
Q3 2022$141,000
-17.1%
14,4280.0%0.10%
-10.5%
Q2 2022$170,000
+1.2%
14,4280.0%0.11%
+18.8%
Q1 2022$168,000
-19.2%
14,4280.0%0.10%
-15.0%
Q4 2021$208,000
+5.1%
14,4280.0%0.11%
-4.2%
Q3 2021$198,000
-2.9%
14,4280.0%0.12%
-4.8%
Q2 2021$204,000
+5.7%
14,4280.0%0.12%
-2.4%
Q1 2021$193,000
-2.5%
14,4280.0%0.13%
-10.6%
Q4 2020$198,000
+5.3%
14,428
-0.3%
0.14%
-5.3%
Q3 2020$188,000
+1.6%
14,4780.0%0.15%
-8.0%
Q2 2020$185,000
+6.9%
14,4780.0%0.16%
-6.9%
Q1 2020$173,000
-8.9%
14,4780.0%0.18%
+3.6%
Q4 2019$190,000
+0.5%
14,4780.0%0.17%
-5.1%
Q3 2019$189,000
+3.3%
14,4780.0%0.18%
-9.2%
Q2 2019$183,000
+2.8%
14,4780.0%0.20%
+0.5%
Q1 2019$178,000
+9.2%
14,4780.0%0.20%
-6.2%
Q4 2018$163,000
-1.2%
14,4780.0%0.21%
+15.6%
Q3 2018$165,000
-2.4%
14,4780.0%0.18%
-8.6%
Q2 2018$169,0000.0%14,4780.0%0.20%
-3.9%
Q1 2018$169,000
-5.6%
14,4780.0%0.20%
-7.7%
Q4 2017$179,00014,4780.22%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q3 2021
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