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 %
VBCG
26
Valley Brook Capital Group
Pennsylvania
$310K 84,367 +1,117 +1%
Creative Planning
27
Creative Planning
Kansas
$288K 78,567 – –
NA
28
NewEdge Advisors
Louisiana
$277K 75,400 -9,000 -11%
MA
29
Mezzasalma Advisors
New Jersey
$270K 73,625 +1,492 +2%
OIM
30
Oder Investment Management
California
$255K 69,413 +663 +1%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$243K 66,347 +44,250 +200%
CCG
32
Catalina Capital Group
California
$212K 57,685 – –
IAIM
33
International Assets Investment Management
Florida
$195K 53,079 +21,200 +67%
CCFM
34
Clear Creek Financial Management
Washington
$192K 52,294 +1,100 +2%
SWP
35
Stratos Wealth Partners
Ohio
$191K 52,151 -9,943 -16%
AF
36
Allworth Financial
California
$188K 51,176 +51,176 New
PWAM
37
Papamarkou Wellner Asset Management
New York
$184K 50,000 -50,000 -50%
LFAS
38
Level Four Advisory Services
Texas
$176K 48,088 -23,533 -33%
Wells Fargo
39
Wells Fargo
California
$170K 46,365 +7,568 +20%
Jane Street
40
Jane Street
New York
$169K 46,020 +46,020 New
Stifel Financial
41
Stifel Financial
Missouri
$163K 44,478 +2,775 +7%
CIA
42
Capital Investment Advisors
Georgia
$152K 41,514 -2,529 -6%
CFS
43
Commonwealth Financial Services
West Virginia
$147K 40,190 – –
GHAM
44
Gilman Hill Asset Management
Connecticut
$128K 35,000 +6,500 +23%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$125K 33,994 -7 -0%
DAS
46
Dynamic Advisor Solutions
Arizona
$114K 31,082 -838 -3%
GP
47
Gridiron Partners
Pennsylvania
$106K 28,985 – –
EFG
48
Ethos Financial Group
Pennsylvania
$97.4K 26,526 – –
UPS
49
UHLMANN PRICE SECURITIES
Illinois
$92.4K 25,175 +520 +2%
RFA
50
Register Financial Advisors
Georgia
$90.8K 24,752 +521 +2%
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