Private Wealth Advisors, LLC - 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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Private Wealth Advisors, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$108,324
-9.9%
11,7740.0%0.05%
-6.1%
Q2 2023$120,216
-1.4%
11,7740.0%0.05%
-3.9%
Q1 2023$121,982
-4.5%
11,7740.0%0.05%
+18.6%
Q4 2022$127,751
+11.1%
11,7740.0%0.04%
-20.4%
Q3 2022$115,000
-22.8%
11,7740.0%0.05%
-1.8%
Q2 2022$149,000
+8.8%
11,7740.0%0.06%
+25.0%
Q1 2022$137,000
-19.4%
11,7740.0%0.04%
+22.2%
Q4 2021$170,000
+1.8%
11,7740.0%0.04%
-10.0%
Q3 2021$167,000
+0.6%
11,7740.0%0.04%
-21.6%
Q2 2021$166,000
+5.1%
11,7740.0%0.05%
-5.6%
Q1 2021$158,000
-1.2%
11,7740.0%0.05%
-1.8%
Q4 2020$160,000
+5.3%
11,774
+0.4%
0.06%
-30.4%
Q3 2020$152,000
+2.7%
11,727
+1.2%
0.08%
-23.3%
Q2 2020$148,000
+8.8%
11,586
+1.3%
0.10%
-7.2%
Q1 2020$136,000
-33.7%
11,434
-26.5%
0.11%
-5.9%
Q4 2019$205,000
-3.3%
15,565
-4.2%
0.12%
-14.5%
Q3 2019$212,000
+15.2%
16,242
+8.3%
0.14%
+10.4%
Q2 2019$184,0000.0%14,9990.0%0.12%0.0%
Q1 2019$184,000
+11.5%
14,999
+2.0%
0.12%
-6.0%
Q4 2018$165,00014,7020.13%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MELFA WEALTH MANAGEMENT, INC. 484,293$4,455,4944.84%
ROBINSON CAPITAL MANAGEMENT, LLC 637,673$5,688,0432.54%
Nova R Wealth, Inc. 99,997$919,9720.64%
GOODWIN DANIEL L 51,866$477,1670.23%
GILL CAPITAL PARTNERS, LLC 30,827$283,6080.12%
Seelaus Asset Management LLC 10,488$96,4900.11%
ARS Wealth Advisors Group, LLC 70,836$651,6910.11%
Successful Portfolios LLC 12,428$114,3380.10%
Indiana Trust & Investment Management CO 21,500$197,8000.10%
Collaborative Wealth Managment Inc. 15,324$140,9810.08%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders