Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
94
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Total 13F shares, excl. options
-
7.44M
-
Shares change
-
+626K
-
Total reported value, excl. options
-
$75.4M
-
Value change
-
+$6.18M
-
Number of buys
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35
-
Number of sells
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-33
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Price
-
$10.13
Significant Holders of PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) as of Q4 2024
105 filings reported holding PMO - PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT as of Q4 2024.
PUTNAM MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO) has 94 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.44M shares
.
Largest 10 shareholders include Pathstone Holdings, LLC (575K shares), MELFA WEALTH MANAGEMENT, INC. (481K shares), MORGAN STANLEY (413K shares), GUGGENHEIM CAPITAL LLC (368K shares), 1607 Capital Partners, LLC (363K shares), Hennion & Walsh Asset Management, Inc. (345K shares), Fiera Capital Corp (316K shares), COMMONWEALTH EQUITY SERVICES, LLC (308K shares), Advisors Asset Management, Inc. (291K shares), and UBS Group AG (284K shares).
This table shows the top 94 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.