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 78 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q4 2021. 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 2021
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 480,908$5,896,0001.84%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,184,776$14,525,0000.96%
GOODWIN DANIEL L 56,866$698,0000.32%
SMITH, MOORE & CO. 80,557$988,0000.24%
Successful Portfolios LLC 14,478$178,0000.20%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$384,0000.18%
BRAVE ASSET MANAGEMENT INC 23,331$286,0000.16%
Capital Investment Advisors, LLC 195,548$2,397,0000.14%
1ST SOURCE BANK 124,718$1,529,0000.13%
Private Wealth Advisors, LLC 14,999$184,0000.12%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders