Ellis Investment Partners, 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
Ellis Investment Partners, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$169,319
-9.0%
18,404
+1.0%
0.04%
-4.3%
Q2 2023$185,979
-0.3%
18,215
+1.2%
0.05%
-4.2%
Q1 2023$186,462
-3.2%
17,998
+1.4%
0.05%
-7.7%
Q4 2022$192,579
-10.0%
17,749
-19.0%
0.05%
-11.9%
Q3 2022$214,000
-16.1%
21,919
+1.3%
0.06%
-13.2%
Q2 2022$255,000
+2.8%
21,628
+1.4%
0.07%
+17.2%
Q1 2022$248,000
-18.2%
21,326
+1.2%
0.06%
-17.1%
Q4 2021$303,000
+6.3%
21,071
+1.2%
0.07%
-2.8%
Q3 2021$285,000
-2.1%
20,830
+1.1%
0.07%
-2.7%
Q2 2021$291,000
+6.6%
20,601
+1.2%
0.07%
-2.6%
Q1 2021$273,0000.0%20,365
+2.2%
0.08%
-8.4%
Q4 2020$273,000
+7.1%
19,934
+1.2%
0.08%
-7.8%
Q3 2020$255,000
+2.4%
19,692
+0.8%
0.09%
-3.2%
Q2 2020$249,00019,5360.09%
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