PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

94 hedge funds and large institutions have $96.1M invested in Putnam Premier Income Trust in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
25
Reduced
21
Closed
11
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$10.8M
2
SFS
Shaker Financial Services
Virginia
+$2.29M
3
Morgan Stanley
Morgan Stanley
New York
+$890K
4
SMH
Sanders Morris Harris
Texas
+$661K
5
AWM
Apollon Wealth Management
South Carolina
+$572K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.94M
2
RJA
Raymond James & Associates
Florida
-$1.07M
3
OFG
OTA Financial Group
New York
-$734K
4
Bank of America
Bank of America
North Carolina
-$140K
5
IF
Intrua Financial
Texas
-$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Ascension Capital Advisors
Texas
$347K – – –
OIA
27
OneDigital Investment Advisors
Kansas
$331K +$2.53K +559 +0.8%
PHS
28
Pekin Hardy Strauss
Illinois
$326K -$22.3K -5,000 -6%
PA
29
Pinnacle Associates
New York
$304K +$49K +11,000 +19%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$303K +$101K +22,721 +50%
GC
31
Guggenheim Capital
Illinois
$303K +$151K +33,923 +99%
BWM
32
BerganKDV Wealth Management
Minnesota
$296K +$11.7K +2,627 +4%
CIA
33
Capital Investment Advisors
Georgia
$290K -$13K -2,934 -4%
PVWM
34
Point View Wealth Management
New Jersey
$289K – – –
LPL Financial
35
LPL Financial
California
$287K -$22.8K -5,135 -7%
HighTower Advisors
36
HighTower Advisors
Illinois
$241K +$47.9K +10,914 +25%
AF
37
Advisornet Financial
Minnesota
$234K -$11.1K -2,500 -5%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$228K – – –
DJSG
39
D.J. St. Germain
Massachusetts
$222K – – –
AAS
40
Avantax Advisory Services
Texas
$222K +$222K +50,011 New
CFG
41
Citizens Financial Group
Rhode Island
$212K – – –
OPS
42
Orion Portfolio Solutions
Nebraska
$205K – – –
BA
43
Ballew Advisors
Mississippi
$203K +$662 +144 +0.3%
IAIM
44
International Assets Investment Management
Florida
$189K +$14.7K +3,300 +8%
RJT
45
Raymond James Trust
Florida
$137K +$22.4K +5,000 +20%
BS
46
Boenning & Scattergood
Pennsylvania
$131K -$22.2K -5,000 -14%
CRC
47
Curi RMB Capital
Illinois
$127K +$127K +28,632 New
PAG
48
Private Advisor Group
New Jersey
$116K -$15.9K -3,580 -12%
SPIA
49
Steward Partners Investment Advisory
New York
$94K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$90K – – –
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