PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

102 hedge funds and large institutions have $78.3M invested in Putnam Premier Income Trust in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
22
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$878K
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$410K
3
BRWA
B. Riley Wealth Advisors
Florida
+$352K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$271K
5
CFG
Citizens Financial Group
Rhode Island
+$245K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.11M
2
SIA
Sit Investment Associates
Minnesota
-$2.94M
3
Invesco
Invesco
Georgia
-$768K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$607K
5
Bank of America
Bank of America
North Carolina
-$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$353K – – –
BRWA
27
B. Riley Wealth Advisors
Florida
$352K +$352K +68,606 New
SB
28
Suntrust Banks
Georgia
$351K -$1.61K -315 -0.5%
AF
29
Advisornet Financial
Minnesota
$332K -$20.5K -4,000 -6%
BCWM
30
Bartlett & Co Wealth Management
Ohio
$329K -$15.5K -3,000 -4%
BC
31
Bartlett & Co
Ohio
$327K -$15.4K -3,000 -4%
IAMOG
32
Investors Asset Management of Georgia
Georgia
$326K -$2.57K -500 -0.8%
BWM
33
BerganKDV Wealth Management
Minnesota
$275K +$8.4K +1,641 +3%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$263K – – –
CFG
35
Citizens Financial Group
Rhode Island
$245K +$245K +47,713 New
RJT
36
Raymond James Trust
Florida
$244K – – –
BA
37
Ballew Advisors
Mississippi
$227K +$685 +132 +0.3%
PA
38
Pinnacle Associates
New York
$203K -$3.73K -725 -2%
BF
39
BOK Financial
Oklahoma
$181K -$21K -4,100 -10%
FAAS
40
First Allied Advisory Services
California
$173K – – –
SWM
41
SeaCrest Wealth Management
New York
$170K +$5.35K +1,044 +3%
Millennium Management
42
Millennium Management
New York
$160K +$160K +31,228 New
PAG
43
Private Advisor Group
New Jersey
$154K -$334 -65 -0.2%
SFS
44
Shaker Financial Services
Virginia
$140K -$43.6K -8,477 -24%
PHS
45
Pekin Hardy Strauss
Illinois
$140K +$70K +13,625 +100%
Citigroup
46
Citigroup
New York
$138K +$83.2K +16,169 +152%
LA
47
LexAurum Advisors
Kansas
$132K +$1.69K +329 +1%
WS
48
Wedbush Securities
California
$124K -$28.8K -5,621 -19%
TRCT
49
Tower Research Capital (TRC)
New York
$105K +$105K +20,393 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$103K -$11.2K -2,186 -10%
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