Steward Partners Investment Advisory, LLC - 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
Steward Partners Investment Advisory, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2022$24,000
-29.4%
2,399
-17.2%
0.00%
-100.0%
Q2 2022$34,000
-22.7%
2,899
-23.6%
0.00%0.0%
Q1 2022$44,000
+7.3%
3,794
+32.6%
0.00%0.0%
Q4 2021$41,000
+41.4%
2,862
+33.4%
0.00%
Q3 2021$29,000
+20.8%
2,146
+26.2%
0.00%
Q2 2021$24,000
-100.0%
1,701
-75.7%
0.00%
-100.0%
Q1 2021$93,720,000
+446185.7%
6,994
+349.8%
0.00%
Q4 2020$21,000
+5.0%
1,555
+0.6%
0.00%
-100.0%
Q3 2020$20,000
+5.3%
1,546
+4.0%
0.00%0.0%
Q2 2020$19,000
+11.8%
1,487
+0.7%
0.00%0.0%
Q1 2020$17,000
-10.5%
1,477
+0.5%
0.00%0.0%
Q4 2019$19,0000.0%1,469
+0.5%
0.00%0.0%
Q3 2019$19,000
+137.5%
1,461
+116.4%
0.00%
Q2 2019$8,0006750.00%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q4 2020
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