PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

96 hedge funds and large institutions have $80.1M invested in Putnam Premier Income Trust in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
26
Reduced
23
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Arbor Wealth Management
Florida
+$5.94M
2
Wells Fargo
Wells Fargo
California
+$631K
3
RJA
Raymond James & Associates
Florida
+$607K
4
OIA
OneDigital Investment Advisors
Kansas
+$242K
5
SMH
Sanders Morris Harris
Texas
+$213K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$3.59M
2
Bank of America
Bank of America
North Carolina
-$1.13M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$639K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$573K
5
SCM
Sterneck Capital Management
Missouri
-$501K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$362K – – –
IAMOG
27
Investors Asset Management of Georgia
Georgia
$345K +$10.5K +2,000 +3%
AF
28
Advisornet Financial
Minnesota
$341K – – –
BRWA
29
B. Riley Wealth Advisors
Florida
$305K -$56.2K -10,681 -16%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$269K – – –
RJT
31
Raymond James Trust
Florida
$260K +$10.5K +2,000 +4%
BCWM
32
Bartlett & Co Wealth Management
Ohio
$259K -$78.9K -14,900 -23%
BC
33
Bartlett & Co
Ohio
$257K -$78.3K -14,900 -23%
CFG
34
Citizens Financial Group
Rhode Island
$251K – – –
OIA
35
OneDigital Investment Advisors
Kansas
$242K +$242K +46,000 New
BWM
36
BerganKDV Wealth Management
Minnesota
$241K -$41.8K -7,932 -15%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$241K +$152K +28,948 +172%
BA
38
Ballew Advisors
Mississippi
$232K +$2.1K +400 +0.9%
LPL Financial
39
LPL Financial
California
$226K +$152K +28,802 +204%
PA
40
Pinnacle Associates
New York
$208K – – –
BF
41
BOK Financial
Oklahoma
$185K – – –
FAAS
42
First Allied Advisory Services
California
$178K – – –
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$175K +$110K +20,800 +168%
SWM
44
SeaCrest Wealth Management
New York
$172K -$2.39K -455 -1%
PAG
45
Private Advisor Group
New Jersey
$160K +$2.12K +402 +1%
WS
46
Wedbush Securities
California
$160K +$32.4K +6,149 +25%
LA
47
LexAurum Advisors
Kansas
$137K +$1.71K +326 +1%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$106K – – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$106K +$242 +46 +0.2%
CCFM
50
Clear Creek Financial Management
Washington
$99K +$10.2K +1,900 +12%
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