PMO

Putnam Mortgage Opport

Latest period2026 - Q2Total superinvestors23

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 23 superinvestors own shares of Putnam Mortgage Opport (PMO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Putnam Mortgage Opport (PMO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Putnam Mortgage Opport (PMO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Putnam Mortgage Opport (PMO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -2.03%
0.17%
$5.802M
550,516 shares@ 10.55 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
Decreased -2.73%
2.62%
$4.843M
459,506 shares@ 10.54 avg price
John Michael Kennedy@Worthington Financial Partners, Llc
Recent Activity
Decreased -5.2%
1.19%
$1.427M
135,343 shares@ 10.54 avg price
Hubert Cheng@Park Avenue Securities Llc
Recent Activity
Decreased -2.16%
0.01%
$1.093M
103,738 shares@ 10.54 avg price
Eric Rodgers@Nova R Wealth, Inc.
Recent Activity
0.29%
$980,842
93,059 shares@ 10.55 avg price
Daniel Newman@Noble Wealth Management Pbc
Recent Activity
Increased 92.92%
0.39%
$869,244
82,471 shares@ 10.54 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Decreased -24.77%
0.02%
$609,281
57,807 shares@ 10.54 avg price
Solomon M. Kilgroe@Cyndeo Wealth Partners, Llc
Recent Activity
Increased 30.96%
0.02%
$393,667
37,350 shares@ 10.54 avg price
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc.
Recent Activity
Decreased -10.81%
0.01%
$309,000
29,279 shares@ 10.56 avg price
David Carter@Closed-end Fund Advisors, Inc.
Recent Activity
0.23%
$228,086
21,640 shares@ 10.55 avg price

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