PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $127M invested in Putnam Premier Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
27
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
SIA
2
Sit Investment Associates
Minnesota
$70.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$356K
5
LCM
5
Landscape Capital Management
New Jersey
$360K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$3.99M
2
SMH
2
Sanders Morris Harris
Texas
$0
3
SFS
3
Shaker Financial Services
Virginia
$281K
4
Creative Planning
4
Creative Planning
Kansas
$329K
5
LFAS
5
Level Four Advisory Services
Texas
$42.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$287K -$32.5K -9,102 -10%
SFS
27
Shaker Financial Services
Virginia
$281K -$329K -91,428 -54%
Stifel Financial
28
Stifel Financial
Missouri
$212K +$30K +8,391 +16%
IAIM
29
International Assets Investment Management
Florida
$189K – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$189K +$127K +35,552 +204%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$183K – – –
IWC
32
Integrated Wealth Concepts
Massachusetts
$182K +$22.3K +6,239 +14%
CIA
33
Capital Investment Advisors
Georgia
$181K -$4.7K -1,315 -3%
WCM
34
Whitener Capital Management
North Carolina
$168K +$821 +230 +0.5%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$168K -$19.6K -5,498 -10%
SPIA
36
Steward Partners Investment Advisory
New York
$150K – – –
CIA
37
Concurrent Investment Advisors
Florida
$145K +$145K +40,743 New
CFS
38
Commonwealth Financial Services
West Virginia
$143K – – –
VBCG
39
Valley Brook Capital Group
Pennsylvania
$143K +$15.6K +4,375 +12%
SP
40
Stonebrook Private
Michigan
$140K +$140K +39,298 New
OIA
41
OneDigital Investment Advisors
Kansas
$133K +$1.24K +346 +0.9%
CCFM
42
Clear Creek Financial Management
Washington
$133K – – –
HWM
43
Howard Wealth Management
Connecticut
$129K -$30.1K -8,430 -19%
Wells Fargo
44
Wells Fargo
California
$129K -$52K -14,559 -29%
CAN
45
Cetera Advisor Networks
California
$121K -$12.8K -3,583 -10%
Osaic Holdings
46
Osaic Holdings
Arizona
$119K +$2.25K +629 +2%
Mariner
47
Mariner
Kansas
$104K +$18.9K +5,302 +22%
GP
48
Gridiron Partners
Pennsylvania
$103K +$103K +28,985 New
LCM
49
Lazari Capital Management
California
$101K -$23.3K -6,533 -19%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$96.2K +$96.2K +26,935 New
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