PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

93 hedge funds and large institutions have $113M invested in Putnam Premier Income Trust in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
26
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.1M
2
1CP
1607 Capital Partners
Virginia
$6.51M
3
SIA
Sit Investment Associates
Minnesota
$57.5M
4
VCM
Vivaldi Capital Management
Illinois
$2.67M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.52M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$243K
2
Bank of America
Bank of America
North Carolina
$1.22M
3
AWM
Apollon Wealth Management
South Carolina
$414K
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$277K – – –
Wells Fargo
27
Wells Fargo
California
$274K -$44.1K -11,569 -14%
SPIA
28
Steward Partners Investment Advisory
New York
$254K +$13.7K +3,616 +6%
SFS
29
Shaker Financial Services
Virginia
$243K -$1.49M -393,869 -86%
Osaic Holdings
30
Osaic Holdings
Arizona
$236K -$93.7K -24,714 -28%
PA
31
Pinnacle Associates
New York
$232K -$22.8K -6,000 -9%
CIA
32
Capital Investment Advisors
Georgia
$222K +$3.29K +864 +2%
LPL Financial
33
LPL Financial
California
$214K -$13.7K -3,594 -6%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$211K – – –
LCM
35
Landscape Capital Management
New Jersey
$207K -$149K -39,207 -42%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$194K – – –
CAM
37
Cresset Asset Management
Illinois
$180K +$180K +47,000 New
VBCG
38
Valley Brook Capital Group
Pennsylvania
$164K -$11K -2,900 -6%
SKK
39
Shepherd Kaplan Krochuk
Massachusetts
$159K +$159K +41,860 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$136K – – –
OIA
41
OneDigital Investment Advisors
Kansas
$135K +$1.03K +270 +0.8%
CHAM
42
Clear Harbor Asset Management
Connecticut
$119K – – –
CFA
43
Cahill Financial Advisors
Minnesota
$118K -$119K -31,293 -50%
CCFM
44
Clear Creek Financial Management
Washington
$117K – – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$109K +$21.5K +5,659 +25%
AWM
46
AE Wealth Management
Kansas
$104K +$2.04K +538 +2%
DJYG
47
David J. Yvars Group
Florida
$99K -$67.7K -17,459 -41%
BA
48
Ballew Advisors
Mississippi
$88K +$3.75K +973 +4%
IWC
49
Integrated Wealth Concepts
Massachusetts
$82K +$82K +21,517 New
CAM
50
Columbia Asset Management
Michigan
$76K +$76K +20,000 New
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