Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Putnam Municipal Opportunities Trust, omfatter Catalina Capital Group, LLC, American National Bank, Aviance Capital Partners, LLC, Wellspring Financial Advisors, LLC, Meridian Wealth Management, LLC, Duncker Streett & Co Inc, og CX Institutional .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
