PPT

Putnam Premier Income Trust

90 hedge funds and large institutions have $145M invested in Putnam Premier Income Trust in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$290K
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$275K
MA
28
Mezzasalma Advisors
New Jersey
$265K
VBCG
29
Valley Brook Capital Group
Pennsylvania
$264K
OIM
30
Oder Investment Management
California
$259K
NA
31
NewEdge Advisors
Louisiana
$252K
IAIM
32
International Assets Investment Management
Florida
$195K
CCFM
33
Clear Creek Financial Management
Washington
$193K
SWP
34
Stratos Wealth Partners
Ohio
$191K
PWAM
35
Papamarkou Wellner Asset Management
New York
$185K
LFAS
36
Level Four Advisory Services
Texas
$177K
Wells Fargo
37
Wells Fargo
California
$174K
Stifel Financial
38
Stifel Financial
Missouri
$165K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$161K
CIA
40
Capital Investment Advisors
Georgia
$152K
CFS
41
Commonwealth Financial Services
West Virginia
$148K
GHAM
42
Gilman Hill Asset Management
Connecticut
$129K
SFS
43
Shaker Financial Services
Virginia
$127K
DAS
44
Dynamic Advisor Solutions
Arizona
$114K
SPIA
45
Steward Partners Investment Advisory
New York
$113K
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$112K
GP
47
Gridiron Partners
Pennsylvania
$107K
SMC
48
Smith, Moore & Co
Missouri
$103K
EFG
49
Ethos Financial Group
Pennsylvania
$97.9K
UPS
50
UHLMANN PRICE SECURITIES
Illinois
$94.8K