PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

95 hedge funds and large institutions have $85.2M invested in Putnam Premier Income Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
27
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.55M
2
Wells Fargo
Wells Fargo
California
+$699K
3
AAS
Avantax Advisory Services
Texas
+$557K
4
MML Investors Services
MML Investors Services
Massachusetts
+$329K
5
Morgan Stanley
Morgan Stanley
New York
+$302K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$2.25M
2
SIA
Sit Investment Associates
Minnesota
-$1.33M
3
SCM
Sterneck Capital Management
Missouri
-$1.02M
4
Invesco
Invesco
Georgia
-$546K
5
SMH
Sanders Morris Harris
Texas
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$389K +$74K +13,613 +24%
HighTower Advisors
27
HighTower Advisors
Illinois
$387K -$20.9K -3,846 -5%
CIA
28
Capital Investment Advisors
Georgia
$372K -$1.48K -273 -0.4%
AF
29
Advisornet Financial
Minnesota
$341K -$10.9K -2,000 -3%
CCIM
30
Chapwood Capital Investment Management
Texas
$338K +$338K +62,278 New
IAMOG
31
Investors Asset Management of Georgia
Georgia
$334K -$21.7K -4,000 -6%
PA
32
Pinnacle Associates
New York
$315K +$100K +18,500 +47%
PHS
33
Pekin Hardy Strauss
Illinois
$313K +$233K +42,885 +290%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$311K -$87.8K -16,152 -22%
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$278K – – –
CFG
36
Citizens Financial Group
Rhode Island
$259K – – –
BWM
37
BerganKDV Wealth Management
Minnesota
$257K +$8.48K +1,562 +3%
OIA
38
OneDigital Investment Advisors
Kansas
$250K – – –
BA
39
Ballew Advisors
Mississippi
$242K -$374 -68 -0.2%
RJT
40
Raymond James Trust
Florida
$240K -$28.8K -5,300 -11%
Stifel Financial
41
Stifel Financial
Missouri
$205K -$2.25M -414,811 -92%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$205K -$48.1K -8,712 -19%
BS
43
Boenning & Scattergood
Pennsylvania
$187K +$187K +34,500 New
BCWM
44
Bartlett & Co Wealth Management
Ohio
$183K -$83.8K -15,325 -31%
FAAS
45
First Allied Advisory Services
California
$183K – – –
MAFM
46
Mid Atlantic Financial Management
Pennsylvania
$178K -$2.72K -500 -2%
SWM
47
SeaCrest Wealth Management
New York
$167K -$10.6K -1,956 -6%
PAG
48
Private Advisor Group
New Jersey
$167K +$2.18K +403 +1%
WS
49
Wedbush Securities
California
$165K +$114 +21 +0.1%
LA
50
LexAurum Advisors
Kansas
$143K +$1.77K +327 +1%
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