PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

84 hedge funds and large institutions have $113M invested in Putnam Premier Income Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
20
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$8.6M
2
SIA
2
Sit Investment Associates
Minnesota
$61.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.64M
4
RJA
4
Raymond James & Associates
Florida
$1.77M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$157K

Top Sellers

1
VCM
1
Vivaldi Capital Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.63M
3
HWM
3
Howard Wealth Management
Connecticut
$160K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$49.2K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$294K – – –
LPL Financial
27
LPL Financial
California
$285K +$57.9K +16,444 +25%
Wells Fargo
28
Wells Fargo
California
$199K -$46.7K -13,273 -19%
PGFC
29
Peapack-Gladstone Financial Corp
New Jersey
$185K -$22.4K -6,373 -11%
CIA
30
Capital Investment Advisors
Georgia
$183K -$22K -6,259 -11%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$180K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$178K +$32.1K +9,106 +22%
IAIM
33
International Assets Investment Management
Florida
$171K -$74.6K -21,200 -30%
Stifel Financial
34
Stifel Financial
Missouri
$168K +$37.5K +10,655 +29%
HWM
35
Howard Wealth Management
Connecticut
$160K -$606K -172,125 -79%
WCM
36
Whitener Capital Management
North Carolina
$160K -$5.39K -1,530 -3%
IWC
37
Integrated Wealth Concepts
Massachusetts
$157K +$67.5K +19,186 +75%
SAG
38
SageView Advisory Group
California
$156K -$1.98K -561 -1%
CCFM
39
Clear Creek Financial Management
Washington
$131K +$7.92K +2,250 +6%
CAN
40
Cetera Advisor Networks
California
$131K +$408 +116 +0.3%
OIA
41
OneDigital Investment Advisors
Kansas
$129K +$1.11K +316 +0.9%
VBCG
42
Valley Brook Capital Group
Pennsylvania
$126K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$109K -$556 -158 -0.5%
Osaic Holdings
44
Osaic Holdings
Arizona
$102K -$200K -56,927 -66%
LCM
45
Lazari Capital Management
California
$94.7K +$94.7K +26,915 New
DJYG
46
David J. Yvars Group
Florida
$88K +$1.89K +536 +2%
LCM
47
Landscape Capital Management
New Jersey
$67.2K +$67.2K +19,080 New
FAG
48
Fortitude Advisory Group
Washington
$64.7K – – –
FWM
49
Forza Wealth Management
Florida
$61.3K – – –
Creative Planning
50
Creative Planning
Kansas
$60.8K +$3.87K +1,100 +7%
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