Putnam Municipal Ownership
| PMO Stock | USD 10.87 0.24 2.26% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Putnam |
Putnam Stock Ownership Analysis
About 23.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.97. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Putnam Municipal Opp last dividend was issued on the 22nd of November 2024. Putnam Municipal Opportunities Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. Putnam Municipal Opportunities Trust was formed in 1993 and is domiciled in United States. Putnam Muni operates under Asset Management classification in the United States and is traded on New York Stock Exchange. To find out more about Putnam Municipal Opportunities contact Robert Reynolds at 617-292-1000 or learn more at https://www.putnam.com/individual/mutual-funds/clo.Besides selling stocks to institutional investors, Putnam Municipal also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Putnam Municipal's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Putnam Municipal's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Putnam Municipal Quarterly Liabilities And Stockholders Equity |
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Putnam Municipal Insider Trades History
Less than 1% of Putnam Municipal Opportunities are currently held by insiders. Unlike Putnam Municipal's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Putnam Municipal's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Putnam Municipal's insider trades
Putnam Municipal Opp Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Putnam Municipal insiders, such as employees or executives, is commonly permitted as long as it does not rely on Putnam Municipal's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Putnam Municipal insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Nancy Florek over three weeks ago Insider Trading | ||
Hill John A over a month ago Insider Trading | ||
Johnson Rupert H Jr over two months ago Insider Trading | ||
Manoj Singh over three months ago Acquisition by Manoj Singh of 101 shares of Putnam Municipal at 9.885 subject to Rule 16b-3 | ||
Jameson Baxter over six months ago Insider Trading | ||
Mccormack Alan over six months ago Insider Trading | ||
Cooper Aaron M over a year ago Purchase by Cooper Aaron M of 212 shares of Putnam Municipal | ||
Cooper Aaron M over a year ago Purchase by Cooper Aaron M of 12702 shares of Putnam Municipal | ||
Cooper Aaron M over a year ago Purchase by Cooper Aaron M of 14014 shares of Putnam Municipal | ||
Cooper Aaron M over a year ago Purchase by Cooper Aaron M of 7443 shares of Putnam Municipal |
Putnam Municipal Outstanding Bonds
Putnam Municipal issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Putnam Municipal Opp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Putnam bonds can be classified according to their maturity, which is the date when Putnam Municipal Opportunities has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Putnam Municipal Corporate Filings
| 21st of November 2024 Other Reports | ViewVerify | |
| 4th of November 2024 Other Reports | ViewVerify | |
| 25th of September 2024 Other Reports | ViewVerify | |
F3 | 13th of September 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Pair Trading with Putnam Municipal
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Putnam Municipal position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Putnam Municipal will appreciate offsetting losses from the drop in the long position's value.Moving against Putnam Stock
| 0.68 | TETEU | Technology Telecommunicatio | PairCorr |
| 0.43 | PFTAU | Portage Fintech Acqu | PairCorr |
| 0.36 | V | Visa Class A | PairCorr |
The ability to find closely correlated positions to Putnam Municipal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Putnam Municipal when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Putnam Municipal - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Putnam Municipal Opportunities to buy it.
The correlation of Putnam Municipal is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Putnam Municipal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Putnam Municipal Opp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Putnam Municipal can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Putnam Municipal Opportunities. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Putnam Municipal. If investors know Putnam will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Putnam Municipal listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.95) | Dividend Share 0.619 | Earnings Share 0.59 | Revenue Per Share 0.632 | Quarterly Revenue Growth 0.105 |
The market value of Putnam Municipal Opp is measured differently than its book value, which is the value of Putnam that is recorded on the company's balance sheet. Investors also form their own opinion of Putnam Municipal's value that differs from its market value or its book value, called intrinsic value, which is Putnam Municipal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Putnam Municipal's market value can be influenced by many factors that don't directly affect Putnam Municipal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Putnam Municipal's value and its price as these two are different measures arrived at by different means. Investors typically determine if Putnam Municipal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Putnam Municipal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.