Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
70
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Total 13F shares, excl. options
-
4.9M
-
Shares change
-
+429K
-
Total reported value, excl. options
-
$50.1M
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Value change
-
+$4.37M
-
Number of buys
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28
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Number of sells
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-27
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Price
-
$10.21
Significant Holders of PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) as of Q2 2023
79 filings reported holding PMO - PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT as of Q2 2023.
PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.9M shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (741K shares), MELFA WEALTH MANAGEMENT, LLC (486K shares), COMMONWEALTH EQUITY SERVICES, LLC (406K shares), MORGAN STANLEY (234K shares), BANK OF AMERICA CORP /DE/ (232K shares), UBS Group AG (219K shares), VAN ECK ASSOCIATES CORP (174K shares), RAYMOND JAMES & ASSOCIATES (171K shares), COHEN & STEERS, INC. (151K shares), and Rockefeller Capital Management L.P. (142K shares).
This table shows the top 70 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.