| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Putnam Municipal Opportunities Trust | – | -4.31 | -6.90 | -3.16 | 492.84 mm | 287 | Oct 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 98 |
| Opened positions | 22 |
| Closed positions | 10 |
| Increased positions | 23 |
| Reduced positions | 26 |
| 13F shares | Current |
|---|---|
| Total value | 64.97 bn |
| Total shares | 7.86 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| First Trust Portfolios | 1.12 mm | $0.00 |
| Melfa Wealth Management | 480.85 k | $5.24 bn |
| Pathstone | 357.62 k | $3.90 bn |
| Commonwealth Equity Services | 333.32 k | $3.63 mm |
| Guggenheim Capital | 328.77 k | $3.58 bn |
| MS Morgan Stanley | 323.66 k | $3.53 bn |
| Fiera Capital | 307.59 k | $3.35 bn |
| UBS UBS | 257.16 k | $2.80 bn |
| Logan Stone Capital | 235.87 k | $2.57 bn |
| 1607 Capital Partners | 235.38 k | $2.57 bn |
