Sonora Investment Management Group, 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
Sonora Investment Management Group, LLC ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$92,000
-9.9%
10,0000.0%0.01%
-11.1%
Q2 2023$102,100
-1.4%
10,0000.0%0.01%0.0%
Q1 2023$103,600
-4.5%
10,0000.0%0.01%
-10.0%
Q4 2022$108,500
-8.1%
10,0000.0%0.01%
-33.3%
Q3 2022$118,0000.0%10,0000.0%0.02%
+36.4%
Q2 2022$118,000
+0.9%
10,0000.0%0.01%
-15.4%
Q1 2022$117,000
-18.8%
10,0000.0%0.01%
-23.5%
Q4 2021$144,00010,0000.02%
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