Rockefeller Capital Management L.P. - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 71 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q2 2024$1,372,381
+7.6%
133,760
+6.6%
0.00%0.0%
Q1 2024$1,275,444
+10.5%
125,535
+11.3%
0.00%0.0%
Q4 2023$1,154,101
-3.9%
112,815
-13.6%
0.00%
-20.0%
Q3 2023$1,200,776
-17.4%
130,519
-8.3%
0.01%
-16.7%
Q2 2023$1,453,953
+110804.1%
142,404
+12.5%
0.01%0.0%
Q1 2023$1,311
+106.5%
126,584
+116.3%
0.01%
+100.0%
Q4 2022$635
-99.9%
58,531
+9.3%
0.00%0.0%
Q3 2022$524,000
-37.4%
53,531
-24.6%
0.00%
-25.0%
Q2 2022$837,000
-17.0%
71,031
-17.9%
0.00%
-20.0%
Q1 2022$1,008,000
-27.7%
86,531
-10.7%
0.01%
-28.6%
Q4 2021$1,395,000
-5.6%
96,931
-10.2%
0.01%
-12.5%
Q3 2021$1,478,000
-3.1%
107,9310.0%0.01%
-11.1%
Q2 2021$1,526,000
+6.1%
107,931
+0.5%
0.01%
-10.0%
Q1 2021$1,438,000
-0.3%
107,351
+1.9%
0.01%
-9.1%
Q4 2020$1,442,000
+23.1%
105,351
+16.6%
0.01%0.0%
Q3 2020$1,171,000
+3.7%
90,351
+2.3%
0.01%
-8.3%
Q2 2020$1,129,000
+12.2%
88,351
+4.7%
0.01%
-7.7%
Q1 2020$1,006,00084,3510.01%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q2 2023
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 96,900$1,307,0000.70%
Powell Investment Advisors, LLC 59,105$795,0000.52%
GOODWIN DANIEL L 51,866$695,0000.36%
GILL CAPITAL PARTNERS, LLC 44,624$598,0000.30%
LEO BROKERAGE, LLC 57,822$775,0000.22%
Financial Network Wealth Management LLC 15,350$206,0000.13%
SMITH, MOORE & CO. 60,210$807,0000.13%
Successful Portfolios LLC 14,428$193,0000.13%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$419,0000.12%
1ST SOURCE BANK 128,869$1,727,0000.11%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders