PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

88 hedge funds and large institutions have $109M invested in Putnam Premier Income Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$61.6M
2
Creative Planning
2
Creative Planning
Kansas
$558K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$8.49M
4
SPIA
4
Steward Partners Investment Advisory
New York
$141K
5
KIM
5
Karpus Investment Management
New York
$3.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.53M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.41M
3
TW
3
Transform Wealth
Colorado
$435K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$568K
5
RJA
5
Raymond James & Associates
Florida
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$300K +$28.7K +8,566 +11%
LFAS
27
Level Four Advisory Services
Texas
$280K – – –
IAIM
28
International Assets Investment Management
Florida
$178K +$14.8K +4,432 +9%
PGFC
29
Peapack-Gladstone Financial Corp
New Jersey
$176K – – –
CIA
30
Capital Investment Advisors
Georgia
$174K – – –
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$171K – – –
Stifel Financial
32
Stifel Financial
Missouri
$171K +$11.2K +3,331 +7%
Wells Fargo
33
Wells Fargo
California
$169K -$20K -5,977 -11%
WCM
34
Whitener Capital Management
North Carolina
$157K +$4.79K +1,430 +3%
HWM
35
Howard Wealth Management
Connecticut
$150K -$3.02K -900 -2%
IWC
36
Integrated Wealth Concepts
Massachusetts
$150K +$124 +37 +0.1%
SPIA
37
Steward Partners Investment Advisory
New York
$141K +$95.3K +28,444 +207%
CFS
38
Commonwealth Financial Services
West Virginia
$135K +$135K +40,190 New
CAN
39
Cetera Advisor Networks
California
$125K +$1.08K +321 +0.9%
CCFM
40
Clear Creek Financial Management
Washington
$125K – – –
OIA
41
OneDigital Investment Advisors
Kansas
$124K +$1.1K +327 +0.9%
VBCG
42
Valley Brook Capital Group
Pennsylvania
$120K – – –
LCM
43
Lazari Capital Management
California
$116K +$26.3K +7,842 +29%
Osaic Holdings
44
Osaic Holdings
Arizona
$110K +$12.8K +3,812 +13%
LCM
45
Landscape Capital Management
New Jersey
$92.3K +$28.4K +8,473 +44%
DJYG
46
David J. Yvars Group
Florida
$85.6K +$1.85K +552 +2%
SAG
47
SageView Advisory Group
California
$84.3K -$64.5K -19,262 -43%
Mariner
48
Mariner
Kansas
$80K +$28.5K +8,520 +55%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$77.7K -$25.7K -7,677 -25%
CAM
50
Columbia Asset Management
Michigan
$67K +$67K +20,000 New
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