Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
86
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Total 13F shares, excl. options
-
6.24M
-
Shares change
-
-469K
-
Total reported value, excl. options
-
$63.1M
-
Value change
-
-$4.8M
-
Number of buys
-
28
-
Number of sells
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-31
-
Price
-
$10.16
Significant Holders of PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) as of Q1 2024
91 filings reported holding PMO - PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT as of Q1 2024.
PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) has 86 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.24M shares
.
Largest 10 shareholders include Robinson Capital Management, LLC (935K shares), MELFA WEALTH MANAGEMENT, INC. (482K shares), Fiera Capital Corp (468K shares), COMMONWEALTH EQUITY SERVICES, LLC (328K shares), AMERIPRISE FINANCIAL INC (294K shares), UBS Group AG (275K shares), MORGAN STANLEY (223K shares), RAYMOND JAMES & ASSOCIATES (220K shares), VAN ECK ASSOCIATES CORP (203K shares), and ROTHSCHILD INVESTMENT LLC (195K shares).
This table shows the top 86 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.