LPL Financial’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 | $1.89M | Buy |
183,902
+5,295
| +3% | +$56K | ﹤0.01% | 3568 |
|
|
2025
Q4 | $1.91M | Buy |
178,607
+26,562
| +17% | +$276K | ﹤0.01% | 3455 |
|
|
2025
Q3 | $1.57M | Buy |
152,045
+24,812
| +20% | +$247K | ﹤0.01% | 3549 |
|
|
2025
Q2 | $1.26M | Buy |
127,233
+5,033
| +4% | +$49.6K | ﹤0.01% | 3538 |
|
|
2025
Q1 | $1.25M | Buy |
122,200
+14,514
| +13% | +$151K | ﹤0.01% | 3366 |
|
|
2024
Q4 | $1.09M | Sell |
107,686
-14,467
| -12% | -$152K | ﹤0.01% | 3425 |
|
|
2024
Q3 | $1.33M | Buy |
122,153
+19,617
| +19% | +$206K | ﹤0.01% | 3125 |
|
|
2024
Q2 | $1.05M | Buy |
102,536
+46,473
| +83% | +$464K | ﹤0.01% | 3203 |
|
|
2024
Q1 | $570K | Sell |
56,063
-6,789
| -11% | -$69.8K | ﹤0.01% | 3665 |
|
|
2023
Q4 | $643K | Buy |
62,852
+1,526
| +2% | +$14.6K | ﹤0.01% | 3450 |
|
|
2023
Q3 | $564K | Sell |
61,326
-1,176
| -2% | -$11.7K | ﹤0.01% | 3386 |
|
|
2023
Q2 | $638K | Sell |
62,502
-66,009
| -51% | -$670K | ﹤0.01% | 3229 |
|
|
2023
Q1 | $1.33M | Buy |
128,511
+6,239
| +5% | +$71.8K | ﹤0.01% | 2516 |
|
|
2022
Q4 | $1.33M | Buy |
122,272
+91,342
| +295% | +$967K | ﹤0.01% | 2421 |
|
|
2022
Q3 | $303K | Buy |
30,930
+1,195
| +4% | +$14K | ﹤0.01% | 3582 |
|
|
2022
Q2 | $351K | Sell |
29,735
-9,044
| -23% | -$100K | ﹤0.01% | 3497 |
|
|
2022
Q1 | $452K | Buy |
38,779
+9,904
| +34% | +$124K | ﹤0.01% | 3277 |
|
|
2021
Q4 | $416K | Buy |
28,875
+6,909
| +31% | +$96.4K | ﹤0.01% | 3431 |
|
|
2021
Q3 | $301K | Buy |
21,966
+1,960
| +10% | +$28.2K | ﹤0.01% | 3645 |
|
|
2021
Q2 | $283K | Sell |
20,006
-4,244
| -18% | -$59.1K | ﹤0.01% | 3630 |
|
|
2021
Q1 | $325K | Sell |
24,250
-6,153
| -20% | -$83.5K | ﹤0.01% | 3409 |
|
|
2020
Q4 | $416K | Sell |
30,403
-2,462
| -7% | -$32.6K | ﹤0.01% | 2917 |
|
|
2020
Q3 | $426K | Buy |
32,865
+2,830
| +9% | +$37.7K | ﹤0.01% | 2604 |
|
|
2020
Q2 | $384K | Buy |
30,035
+11,342
| +61% | +$140K | ﹤0.01% | 2639 |
|
|
2020
Q1 | $223K | Sell |
18,693
-3,535
| -16% | -$45.7K | ﹤0.01% | 2733 |
|
|
2019
Q4 | $292K | Buy |
22,228
+7,000
| +46% | +$91.9K | ﹤0.01% | 2791 |
|
|
2019
Q3 | $199K | Buy |
15,228
+2,324
| +18% | +$30.5K | ﹤0.01% | 3004 |
|
|
2019
Q2 | $163K | Sell |
12,904
-6,201
| -32% | -$77K | ﹤0.01% | 3077 |
|
|
2019
Q1 | $234K | Buy |
19,105
+495
| +3% | +$5.9K | ﹤0.01% | 2833 |
|
|
2018
Q4 | $209K | Sell |
18,610
-11,012
| -37% | -$123K | ﹤0.01% | 2776 |
|
|
2018
Q3 | $338K | Buy |
29,622
+287
| +1% | +$3.33K | ﹤0.01% | 2576 |
|
|
2018
Q2 | $343K | Buy |
29,335
+545
| +2% | +$6.34K | ﹤0.01% | 2522 |
|
|
2018
Q1 | $336K | Buy |
28,790
+9,196
| +47% | +$110K | ﹤0.01% | 2507 |
|
|
2017
Q4 | $242K | Buy |
19,594
+2,514
| +15% | +$31.5K | ﹤0.01% | 2662 |
|
|
2017
Q3 | $216K | Buy |
17,080
+1,170
| +7% | +$14.8K | ﹤0.01% | 2610 |
|
|
2017
Q2 | $199K | Sell |
15,910
-35,007
| -69% | -$433K | ﹤0.01% | 2585 |
|
|
2017
Q1 | $617K | Sell |
50,917
-8,226
| -14% | -$99.9K | ﹤0.01% | 1616 |
|
|
2016
Q4 | $709K | Buy |
59,143
+1,056
| +2% | +$13K | 0.01% | 1448 |
|
|
2016
Q3 | $762K | Buy |
58,087
+4,272
| +8% | +$57.3K | 0.01% | 1400 |
|
|
2016
Q2 | $724K | Sell |
53,815
-53,752
| -50% | -$706K | 0.01% | 1393 |
|
|
2016
Q1 | $1.38M | Buy |
107,567
+8,039
| +8% | +$100K | ﹤0.01% | 1434 |
|
|
2015
Q4 | $1.24M | Buy |
99,528
+47,650
| +92% | +$572K | ﹤0.01% | 1509 |
|
|
2015
Q3 | $617K | Sell |
51,878
-655
| -1% | -$7.74K | ﹤0.01% | 1612 |
|
|
2015
Q2 | $612K | Sell |
52,533
-3,360
| -6% | -$40.1K | ﹤0.01% | 1743 |
|
|
2015
Q1 | $684K | Buy |
55,893
+7,389
| +15% | +$90.4K | ﹤0.01% | 1631 |
|
|
2014
Q4 | $582K | Sell |
48,504
-1,260
| -3% | -$15K | ﹤0.01% | 1676 |
|
|
2014
Q3 | $581K | Buy |
49,764
+860
| +2% | +$10K | ﹤0.01% | 1667 |
|
|
2014
Q2 | $575K | Sell |
48,904
-14,205
| -23% | -$165K | ﹤0.01% | 1710 |
|
|
2014
Q1 | $718K | Buy |
63,109
+2,317
| +4% | +$26.1K | ﹤0.01% | 1474 |
|
|
2013
Q4 | $653K | Buy |
60,792
+5,919
| +11% | +$63.9K | ﹤0.01% | 1543 |
|
|
2013
Q3 | $588K | Buy |
54,873
+1,444
| +3% | +$15.6K | ﹤0.01% | 1534 |
|
|
2013
Q2 | $615K | Buy |
+53,429
| New | +$656K | ﹤0.01% | 1420 |
|
Other funds holding PMO
AAM
RCM
GC
RCM
HWAM
MWM
1CP
