Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
69
-
Total 13F shares, excl. options
-
5.19M
-
Shares change
-
+514K
-
Total reported value, excl. options
-
$47.5M
-
Value change
-
+$4.46M
-
Number of buys
-
20
-
Number of sells
-
-31
-
Price
-
$9.20
Significant Holders of PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) as of Q3 2023
76 filings reported holding PMO - PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT as of Q3 2023.
PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) has 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.19M shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (786K shares), Robinson Capital Management, LLC (638K shares), MELFA WEALTH MANAGEMENT, LLC (484K shares), COMMONWEALTH EQUITY SERVICES, LLC (380K shares), UBS Group AG (231K shares), VAN ECK ASSOCIATES CORP (205K shares), BANK OF AMERICA CORP /DE/ (194K shares), RAYMOND JAMES & ASSOCIATES (163K shares), Advisors Asset Management, Inc. (148K shares), and OSAIC HOLDINGS, INC. (141K shares).
This table shows the top 69 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.