Powell Investment 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
Powell Investment Advisors, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q1 2022$685,000
-22.2%
58,496
-3.9%
0.40%
-20.2%
Q4 2021$880,000
+6.2%
60,860
+1.0%
0.50%
-2.3%
Q3 2021$829,000
-2.1%
60,258
+0.9%
0.51%
-1.5%
Q2 2021$847,000
+6.5%
59,693
+1.0%
0.52%0.0%
Q1 2021$795,000
-0.7%
59,105
+1.7%
0.52%
-14.6%
Q4 2020$801,000
+6.9%
58,140
+1.0%
0.61%
-5.3%
Q3 2020$749,000
+2.5%
57,540
+1.0%
0.64%
-9.1%
Q2 2020$731,000
+8.3%
56,952
+1.1%
0.71%
-13.5%
Q1 2020$675,000
-8.3%
56,311
+1.0%
0.82%
+6.5%
Q4 2019$736,00055,7430.77%
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