HighTower Advisors’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$162K	Sell	15,708 -8,404	-35%	-$88.9K	﹤0.01%	3551
2025 Q4	$258K	Buy	24,112 +3,256	+16%	+$33.9K	﹤0.01%	3169
2025 Q3	$215K	Sell	20,856 -1,312	-6%	-$13.1K	﹤0.01%	3309
2025 Q2	$219K	Buy	+22,168	New	+$218K	﹤0.01%	3203
2025 Q1	–	Sell	-31,845	Closed	-$323K	–	3982
2024 Q4	$323K	Buy	31,845 +6,750	+27%	+$71K	﹤0.01%	2837
2024 Q3	$267K	Buy	+25,095	New	+$263K	﹤0.01%	2901
2024 Q1	–	Sell	-11,332	Closed	-$116K	–	3920
2023 Q4	$116K	Buy	+11,332	New	+$108K	﹤0.01%	3168
2015 Q4	–	Sell	-12,247	Closed	-$147K	–	2117
2015 Q3	$147K	Buy	12,247 +806	+7%	+$9.52K	﹤0.01%	1692
2015 Q2	$133K	Buy	+11,441	New	+$137K	﹤0.01%	1403
2015 Q1	–	Sell	-10,441	Closed	-$125K	–	1674
2014 Q4	$125K	Hold	10,441	–	–	﹤0.01%	1454
2014 Q3	$122K	Hold	10,441	–	–	﹤0.01%	1422
2014 Q2	$123K	Hold	10,441	–	–	﹤0.01%	1459
2014 Q1	$119K	Hold	10,441	–	–	﹤0.01%	1370
2013 Q4	$112K	Buy	+10,441	New	+$113K	﹤0.01%	1373