PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

84 hedge funds and large institutions have $144M invested in Putnam Premier Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
-5
Holders Change %
-5.62%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
28
Reduced
22
Closed
10
Calls
–
Puts
$20K
Net Calls
-$20K
Net Calls Change
-$20K

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$94.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$573K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$465K
4
Morgan Stanley
4
Morgan Stanley
New York
$6.14M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$453K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$12.8M
3
Invesco
3
Invesco
Georgia
$3.48M
4
FFWM
4
Future Financial Wealth Management
Ohio
$18.4K
5
RAM
5
Readystate Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$94.4M 25,719,698 +2,738,214 +12%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$12.8M 3,485,927 -285,495 -8%
1CP
3
1607 Capital Partners
Virginia
$7.89M 2,150,697 -39,953 -2%
Morgan Stanley
4
Morgan Stanley
New York
$6.14M 1,672,931 +112,438 +7%
Invesco
5
Invesco
Georgia
$3.48M 949,315 -217,286 -19%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.49M 677,347 +19,161 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$1.78M 485,518 -77,177 -14%
QCIG
8
Quad-Cities Investment Group
Iowa
$1.06M 288,628 +708 +0.2%
RP
9
Riverbridge Partners
Minnesota
$856K 233,294 +5,839 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$721K 202,457 -11,970 -6%
Bank of America
11
Bank of America
North Carolina
$716K 194,999 +5,756 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$705K 192,161 +1,349 +0.7%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$573K 156,049 +156,049 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$465K 126,642 +126,642 New
SRC
15
Shufro Rose & Co
New York
$454K 125,700 -6,000 -5%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$453K 123,407 +105,192 +578%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$442K 120,554 -7,778 -6%
IWC
18
Integrated Wealth Concepts
Massachusetts
$437K 118,977 +4,327 +4%
IA
19
Intellus Advisors
Florida
$392K 106,830 +3,720 +4%
UBS Group
20
UBS Group
Switzerland
$374K 101,909 +36,028 +55%
POIA
21
Pin Oak Investment Advisors
Texas
$372K 103,320 – –
MML Investors Services
22
MML Investors Services
Massachusetts
$365K 99,445 +5,938 +6%
LPL Financial
23
LPL Financial
California
$352K 95,860 -527 -0.5%
AWM
24
Apollon Wealth Management
South Carolina
$338K 92,146 -2,233 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$335K 91,353 -144 -0.2%
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