PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 69 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $140,981 | -9.9% | 15,324 | 0.0% | 0.08% | -9.7% |
| Q2 2023 | $156,458 | -1.4% | 15,324 | 0.0% | 0.09% | -7.0% |
| Q1 2023 | $158,757 | -4.5% | 15,324 | 0.0% | 0.10% | -8.3% |
| Q4 2022 | $166,265 | +10.8% | 15,324 | 0.0% | 0.11% | +2.8% |
| Q3 2022 | $150,000 | -17.1% | 15,324 | 0.0% | 0.11% | -10.9% |
| Q2 2022 | $181,000 | -18.1% | 15,324 | 0.0% | 0.12% | -1.7% |
| Q4 2021 | $221,000 | +23.5% | 15,324 | 0.0% | 0.12% | +17.5% |
| Q1 2021 | $179,000 | – | 15,324 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MELFA WEALTH MANAGEMENT, INC. | 479,635 | $5,204,046 | 5.44% |
| Nova R Wealth, Inc. | 100,687 | $1,092,454 | 0.80% |
| GOODWIN DANIEL L | 51,866 | $562,746 | 0.28% |
| GILL CAPITAL PARTNERS, LLC | 32,227 | $349,663 | 0.16% |
| AlphaCentric Advisors LLC | 14,820 | $160,797 | 0.16% |
| SMITH, MOORE & CO. | 81,581 | $885,151 | 0.12% |
| Collaborative Wealth Managment Inc. | 15,324 | $166,265 | 0.11% |
| Successful Portfolios LLC | 14,428 | $157,000 | 0.10% |
| Seelaus Asset Management LLC | 10,488 | $114 | 0.08% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 31,294 | $339,540 | 0.07% |