Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Putnam Municipal Opportunities Trust meliputi Catalina Capital Group, LLC, American National Bank, Aviance Capital Partners, LLC, Wellspring Financial Advisors, LLC, Meridian Wealth Management, LLC, Duncker Streett & Co Inc, dan CX Institutional .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 88,439 | 875 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 12,000 | 119 | ||||||
| 2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 63,331 | 0.30 | 626 | -2.64 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 604,966 | 26.10 | 5,983 | 22.40 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 134,200 | 8.05 | 1 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42,809 | 5.48 | 423 | 2.42 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22,168 | 219 | ||||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 10,500 | 104 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 126,126 | 6.82 | 1,247 | 3.66 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 12,944 | 128 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22,405 | 4.64 | 222 | 1.38 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 17,789 | 1.43 | 176 | -1.69 | ||||
| 2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 2,969 | 0 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 307,116 | 24.29 | 3,037 | 20.66 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 99 | 0.00 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 231,992 | 133.05 | 2,294 | 126.23 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 36,290 | 1.16 | 359 | -1.92 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 247,520 | 0.74 | 2,448 | -2.24 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 113,916 | 1 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10,108 | 100 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 11,759 | 4.04 | 116 | 0.87 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,990 | 3.48 | 178 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 127,233 | 4.12 | 1,258 | 1.04 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,563 | 17.61 | 15 | 15.38 | ||||
| 2025-07-16 | 13F | American National Bank | 20,000 | 198 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 224,814 | 6.19 | 2,223 | 3.06 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 3,000 | 30 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 25,512 | 1.16 | 252 | -1.56 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 20,515 | 203 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 18,044 | 265.04 | 178 | 256.00 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 4,900 | 48 | ||||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 59,490 | 0.95 | 588 | -2.00 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10,000 | 99 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 152,349 | 20.59 | 1,507 | 17.02 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 9,440 | 0 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 25,018 | 18.79 | 247 | 15.42 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17,646 | 175 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 126,464 | 1.83 | 1,251 | -1.19 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 34,200 | 41.32 | 338 | 37.40 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 74,966 | 4.32 | 741 | 1.23 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 185,254 | 1.29 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 78,733 | 228.44 | 779 | 218.85 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28,552 | 12.99 | 282 | 9.73 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 39,221 | 0.46 | 388 | -2.52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 319,994 | 1.41 | 3 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 93,238 | 0.56 | 922 | -2.33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,686 | 3.10 | 46 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10,338 | 102 | ||||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 67,689 | 0.97 | 669 | -2.05 |
