Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Putnam Municipal Opportunities Trust comprennent Catalina Capital Group, LLC, American National Bank, Aviance Capital Partners, LLC, Wellspring Financial Advisors, LLC, Meridian Wealth Management, LLC, Duncker Streett & Co Inc, et CX Institutional .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
