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 67 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q4 2022. 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 Q4 2022
NameSharesValueWeighting ↓
MELFA WEALTH MANAGEMENT, INC. 479,635$5,204,0465.44%
Nova R Wealth, Inc. 100,687$1,092,4540.80%
GOODWIN DANIEL L 51,866$562,7460.28%
GILL CAPITAL PARTNERS, LLC 32,227$349,6630.16%
AlphaCentric Advisors LLC 14,820$160,7970.16%
SMITH, MOORE & CO. 81,581$885,1510.12%
Collaborative Wealth Managment Inc. 15,324$166,2650.11%
Successful Portfolios LLC 14,428$157,0000.10%
Seelaus Asset Management LLC 10,488$1140.08%
TWIN FOCUS CAPITAL PARTNERS, LLC 31,294$339,5400.07%
View complete list of PUTNAM MUN OPPORTUNITIES TR shareholders