Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
98
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Total 13F shares, excl. options
-
6.82M
-
Shares change
-
+560K
-
Total reported value, excl. options
-
$74.2M
-
Value change
-
+$6.69M
-
Number of buys
-
42
-
Number of sells
-
-35
-
Price
-
$10.90
Significant Holders of PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) as of Q3 2024
106 filings reported holding PMO - PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT as of Q3 2024.
PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) has 98 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.82M shares
.
Largest 10 shareholders include MELFA WEALTH MANAGEMENT, INC. (481K shares), Pathstone Holdings, LLC (358K shares), COMMONWEALTH EQUITY SERVICES, LLC (333K shares), GUGGENHEIM CAPITAL LLC (329K shares), MORGAN STANLEY (324K shares), Fiera Capital Corp (308K shares), UBS Group AG (257K shares), Logan Stone Capital, LLC (236K shares), 1607 Capital Partners, LLC (235K shares), and VAN ECK ASSOCIATES CORP (228K shares).
This table shows the top 98 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.