Geneos Wealth Management Inc. - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 4 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$4,793
-9.9%
5210.0%0.00%
Q2 2023$5,319
-1.5%
5210.0%0.00%
Q1 2023$5,398
-4.5%
5210.0%0.00%
Q4 2022$5,653
+13.1%
5210.0%0.00%
Q3 2022$5,000
-73.7%
521
-69.4%
0.00%
-100.0%
Q2 2022$19,0000.0%1,7030.0%0.00%0.0%
Q1 2022$19,000
-20.8%
1,7030.0%0.00%0.0%
Q4 2021$24,000
+4.3%
1,7030.0%0.00%0.0%
Q3 2021$23,000
-4.2%
1,7030.0%0.00%0.0%
Q2 2021$24,000
+4.3%
1,7030.0%0.00%0.0%
Q1 2021$23,000
+4.5%
1,7030.0%0.00%0.0%
Q4 2020$22,0000.0%1,7030.0%0.00%0.0%
Q3 2020$22,000
+4.8%
1,7030.0%0.00%0.0%
Q2 2020$21,000
+5.0%
1,7030.0%0.00%0.0%
Q1 2020$20,000
-72.2%
1,703
-69.1%
0.00%
-75.0%
Q4 2019$72,0000.0%5,5030.0%0.00%0.0%
Q3 2019$72,000
+4.3%
5,5030.0%0.00%0.0%
Q2 2019$69,000
+3.0%
5,5030.0%0.00%0.0%
Q1 2019$67,000
+9.8%
5,5030.0%0.00%
-20.0%
Q4 2018$61,000
-1.6%
5,5030.0%0.01%
+25.0%
Q3 2018$62,000
-3.1%
5,5030.0%0.00%
-20.0%
Q2 2018$64,0000.0%5,5030.0%0.01%
-16.7%
Q1 2018$64,000
-4.5%
5,5030.0%0.01%0.0%
Q4 2017$67,000
-2.9%
5,5030.0%0.01%
-14.3%
Q3 2017$69,000
+1.5%
5,5030.0%0.01%0.0%
Q2 2017$68,000
+3.0%
5,5030.0%0.01%0.0%
Q1 2017$66,000
+1.5%
5,5030.0%0.01%
-22.2%
Q4 2016$65,000
-11.0%
5,5030.0%0.01%
-10.0%
Q3 2016$73,000
-1.4%
5,5030.0%0.01%
-9.1%
Q2 2016$74,000
+5.7%
5,5030.0%0.01%0.0%
Q1 2016$70,0005,5030.01%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q4 2023
NameSharesValueWeighting ↓
NEW VERNON INVESTMENT MANAGEMENT LLC 269,948$3,612,0003.16%
ROBINSON CAPITAL MANAGEMENT, LLC 255,602$3,420,0001.98%
BRAVE ASSET MANAGEMENT INC 109,931$1,471,0000.98%
MACKAY SHIELDS LLC 1,139,927$15,252,0000.76%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$419,0000.33%
GOODWIN DANIEL L 57,866$774,0000.25%
1ST SOURCE BANK 161,039$2,155,0000.24%
Capital Investment Advisors, LLC 98,893$1,323,0000.12%
Advisors Asset Management, Inc. 531,489$7,111,0000.12%
Yellowstone Partners, LLC 17,850$239,0000.10%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders