PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

98 hedge funds and large institutions have $118M invested in Putnam Premier Income Trust in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
25
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$4.34M
2
SIA
2
Sit Investment Associates
Minnesota
$62.3M
3
KIM
3
Karpus Investment Management
New York
$4.07M
4
SFS
4
Shaker Financial Services
Virginia
$902K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.44M
2
HWM
2
Howard Wealth Management
Connecticut
$819K
3
RJA
3
Raymond James & Associates
Florida
$1.71M
4
SMH
4
Sanders Morris Harris
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$803K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
Apollon Wealth Management
South Carolina
$355K 97,726 -11,791 -11%
Osaic Holdings
27
Osaic Holdings
Arizona
$278K 76,698 +13,297 +21%
LFAS
28
Level Four Advisory Services
Texas
$268K 73,717 +793 +1%
IAIM
29
International Assets Investment Management
Florida
$265K 73,081 +46,154 +171%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$251K 69,155 +18,961 +38%
Wells Fargo
31
Wells Fargo
California
$233K 64,140 -9,362 -13%
CIA
32
Capital Investment Advisors
Georgia
$212K 58,298 – –
LPL Financial
33
LPL Financial
California
$209K 57,471 -256 -0.4%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$195K 53,835 – –
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$186K 51,176 – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$174K 47,897 -7,956 -14%
SAG
37
SageView Advisory Group
California
$163K 44,798 +44,798 New
CAN
38
Cetera Advisor Networks
California
$160K 44,106 -37,687 -46%
VBCG
39
Valley Brook Capital Group
Pennsylvania
$157K 43,175 – –
SPIA
40
Steward Partners Investment Advisory
New York
$153K 42,038 -84 -0.2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$138K 38,075 – –
OIA
42
OneDigital Investment Advisors
Kansas
$131K 36,051 +297 +0.8%
CCFM
43
Clear Creek Financial Management
Washington
$121K 33,319 – –
WCM
44
Whitener Capital Management
North Carolina
$116K 31,950 +31,950 New
AWM
45
AE Wealth Management
Kansas
$109K 29,905 +1,871 +7%
LCM
46
Landscape Capital Management
New Jersey
$101K 27,803 -11,785 -30%
Stifel Financial
47
Stifel Financial
Missouri
$87.5K 24,104 +6,642 +38%
DJYG
48
David J. Yvars Group
Florida
$87K 23,956 -543 -2%
IWC
49
Integrated Wealth Concepts
Massachusetts
$78K 21,517 – –
LSC
50
Logan Stone Capital
Illinois
$69.1K 19,038 +19,038 New
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