Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Putnam Municipal Opportunities Trust incluem Bank of New York Mellon Corp, Smith Asset Management Co., LLC, Community Financial Services Group, LLC, e Western Wealth Management, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | 13F | CX Institutional | 3,036 | 1.10 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 214,829 | 19.91 | 2,213 | 15.45 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24,229 | 4.49 | 250 | 0.40 | ||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 685,823 | 60.38 | 7,064 | 54.38 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 42,882 | 442 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 42,750 | 2.76 | 440 | -1.12 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 11,016 | 4.37 | 113 | 0.89 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 693,736 | 15.94 | 7,145 | 11.61 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 33 | -66.33 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2,483 | 26 | ||||||
| 2026-05-14 | 13F | Smith Asset Management Co., LLC | 13,742 | 142 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 20,173 | 0.13 | 208 | -3.72 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 32,191 | 3.91 | 332 | 0.00 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 935 | 10 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 4,150 | 9.93 | 43 | 5.00 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 253,959 | 20.79 | 3 | 0.00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 48,497 | 500 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 91,054 | 37.19 | 938 | 31.97 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1,266 | 13 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32,830 | 1.12 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2,908 | 106.53 | 30 | 93.33 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 28,522 | 9.66 | 294 | 5.40 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 38,427 | 70.79 | 396 | 64.58 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 195,019 | 22.46 | 2,009 | 17.84 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 183,902 | 2.96 | 1,894 | -0.89 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 2,200 | 23 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 434,514 | 8.30 | 4,476 | 4.26 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 169,200 | 26.08 | 2 | 0.00 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 12,262 | 126 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 13,980 | 1.03 | 144 | -3.38 | ||||
| 2026-05-11 | 13F | Robinson Capital Management, Llc | 578,271 | 17.20 | 5,974 | 13.15 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 149,888 | 0.12 | 1,544 | -3.62 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,234 | 0.41 | 13 | -7.69 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9,379 | 269.40 | 97 | 255.56 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 81,104 | 3.20 | 835 | -0.60 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 34,062 | 8.71 | 351 | 4.48 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 640 | 7 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 25,930 | 16.28 | 267 | 12.18 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 561,941 | 8.34 | 5,788 | 4.29 |
