PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $90.6M invested in Putnam Premier Income Trust in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
14
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$34.9M
2
OFG
OTA Financial Group
New York
$734K
3
AWM
Apollon Wealth Management
South Carolina
$526K
4
DJSG
D.J. St. Germain
Massachusetts
$237K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$802K

Top Sellers

1
RJA
Raymond James & Associates
Florida
$3.97M
2
Invesco
Invesco
Georgia
$4.52M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$609K
4
CWP
Capital Wealth Planning
Florida
$0
5
Wells Fargo
Wells Fargo
California
$7.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$341K +$1.96K +418 +0.6%
LPL Financial
27
LPL Financial
California
$330K -$17.5K -3,688 -5%
CIA
28
Capital Investment Advisors
Georgia
$323K -$1.56K -330 -0.5%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$316K +$9.01K +1,900 +3%
PVWM
30
Point View Wealth Management
New Jersey
$308K – – –
BWM
31
BerganKDV Wealth Management
Minnesota
$303K -$294 -62 -0.1%
PA
32
Pinnacle Associates
New York
$272K – – –
AF
33
Advisornet Financial
Minnesota
$261K -$36.5K -7,700 -12%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$243K – – –
DJSG
35
D.J. St. Germain
Massachusetts
$237K +$237K +50,000 New
CFG
36
Citizens Financial Group
Rhode Island
$226K – – –
OPS
37
Orion Portfolio Solutions
Nebraska
$218K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$215K -$4.32K -913 -2%
BA
39
Ballew Advisors
Mississippi
$211K – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$210K -$16K -3,353 -7%
IAIM
41
International Assets Investment Management
Florida
$186K – – –
BS
42
Boenning & Scattergood
Pennsylvania
$164K +$9.51K +2,000 +6%
GC
43
Guggenheim Capital
Illinois
$162K +$23.2K +4,906 +17%
PAG
44
Private Advisor Group
New Jersey
$141K -$7.18K -1,513 -5%
IF
45
Intrua Financial
Texas
$137K +$137K +28,761 New
WS
46
Wedbush Securities
California
$136K -$493 -104 -0.4%
PIA
47
Powell Investment Advisors
Florida
$125K +$677 +142 +0.5%
RJT
48
Raymond James Trust
Florida
$121K -$87.6K -18,550 -42%
SWM
49
SeaCrest Wealth Management
New York
$104K +$257 +54 +0.2%
SPIA
50
Steward Partners Investment Advisory
New York
$100K +$55K +11,640 +122%
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