1ST SOURCE BANK - PUTNAM MUN OPPORTUNITIES TR ownership

PUTNAM MUN OPPORTUNITIES TR's ticker is PMO and the CUSIP is 746922103. A total of 76 filers reported holding PUTNAM MUN OPPORTUNITIES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
1ST SOURCE BANK ownership history of PUTNAM MUN OPPORTUNITIES TR
ValueSharesWeighting
Q3 2023$599,941
-27.9%
65,211
-20.0%
0.04%
-24.1%
Q2 2023$832,146
-8.2%
81,503
-6.8%
0.05%
-10.0%
Q1 2023$906,314
-4.5%
87,482
+0.0%
0.06%
-3.2%
Q4 2022$949,125
-30.1%
87,477
-36.8%
0.06%
-37.4%
Q3 2022$1,358,000
-17.8%
138,487
-1.2%
0.10%
-15.4%
Q2 2022$1,652,000
-4.7%
140,156
-5.8%
0.12%
+10.4%
Q1 2022$1,733,000
-19.1%
148,756
-0.1%
0.11%
-15.2%
Q4 2021$2,143,000
+5.1%
148,867
+0.0%
0.12%
-2.3%
Q3 2021$2,039,000
+4.2%
148,858
+7.6%
0.13%
+4.1%
Q2 2021$1,956,000
+13.3%
138,332
+7.3%
0.12%
+7.9%
Q1 2021$1,727,000
-4.7%
128,869
-2.6%
0.11%
-13.6%
Q4 2020$1,812,000
+3.7%
132,344
-1.7%
0.13%
-11.4%
Q3 2020$1,747,000
+3.7%
134,673
+2.2%
0.15%
+2.8%
Q2 2020$1,685,000
+2.6%
131,803
-4.3%
0.14%
-12.1%
Q1 2020$1,643,000
-2.5%
137,685
+7.4%
0.16%
+31.0%
Q4 2019$1,685,000
+1.9%
128,204
+1.4%
0.13%
-7.4%
Q3 2019$1,653,000
-4.7%
126,467
-7.7%
0.14%
-4.2%
Q2 2019$1,735,000
+13.5%
137,004
+9.9%
0.14%
+9.2%
Q1 2019$1,529,000
+17.4%
124,718
+7.6%
0.13%
+2.4%
Q4 2018$1,302,000
-7.0%
115,866
-5.5%
0.13%
+14.4%
Q3 2018$1,400,000
-7.2%
122,564
-5.1%
0.11%
-9.8%
Q2 2018$1,509,000
-0.9%
129,215
-1.0%
0.12%
-2.4%
Q1 2018$1,522,000
-10.2%
130,502
-4.9%
0.13%
-9.4%
Q4 2017$1,694,000
+1.6%
137,175
+4.0%
0.14%0.0%
Q3 2017$1,667,000
-5.8%
131,943
-6.8%
0.14%
-8.6%
Q2 2017$1,769,000
+2.1%
141,584
-1.8%
0.15%
-0.7%
Q1 2017$1,732,000
-4.5%
144,170
-5.0%
0.15%
-11.0%
Q4 2016$1,813,000
-14.4%
151,809
-4.4%
0.17%
-23.2%
Q3 2016$2,117,000
-1.8%
158,719
-1.4%
0.22%
-7.8%
Q2 2016$2,155,000
+3.3%
161,039
-2.0%
0.24%
+4.3%
Q1 2016$2,087,000
+1.8%
164,346
-1.5%
0.23%
-2.1%
Q4 2015$2,050,000
-8.0%
166,925
-10.4%
0.24%
-7.0%
Q3 2015$2,229,000
-5.2%
186,388
-8.0%
0.26%
+0.4%
Q2 2015$2,352,000
-6.7%
202,598
-1.5%
0.26%
-15.6%
Q1 2015$2,521,000
+1.7%
205,674
-0.5%
0.30%
+1.3%
Q4 2014$2,478,000
+4.1%
206,634
+1.6%
0.30%
-5.4%
Q3 2014$2,380,000
-1.5%
203,462
-1.1%
0.32%
+1.0%
Q2 2014$2,417,000
-4.3%
205,730
-7.4%
0.31%
-7.4%
Q1 2014$2,526,000
-13.8%
222,148
-18.6%
0.34%
-14.5%
Q4 2013$2,930,000
-21.8%
272,806
-20.5%
0.39%
-29.1%
Q3 2013$3,749,000343,0350.56%
Other shareholders
PUTNAM MUN OPPORTUNITIES TR shareholders Q3 2020
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