Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Putnam Municipal Opportunities Trust includono Catalina Capital Group, LLC, American National Bank, Aviance Capital Partners, LLC, Wellspring Financial Advisors, LLC, Meridian Wealth Management, LLC, Duncker Streett & Co Inc, e CX Institutional .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
