PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

84 hedge funds and large institutions have $119M invested in Putnam Premier Income Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
22
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14.8M
2
Invesco
2
Invesco
Georgia
$3.8M
3
RP
3
Riverbridge Partners
Minnesota
$440K
4
RJA
4
Raymond James & Associates
Florida
$1.4M
5
LCM
5
Landscape Capital Management
New Jersey
$928K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$68.1M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.75M
3
1CP
3
1607 Capital Partners
Virginia
$3.63M
4
HF
4
HRT Financial
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
VBCG
26
Valley Brook Capital Group
Pennsylvania
$315K 87,875 +21,325 +32%
Creative Planning
27
Creative Planning
Kansas
$300K 83,867 +6,400 +8%
OIM
28
Oder Investment Management
California
$296K 82,668 -718 -0.9%
LPL Financial
29
LPL Financial
California
$286K 79,933 +149 +0.2%
SCM
30
Sterneck Capital Management
Missouri
$280K 78,304 – –
POIA
31
Pin Oak Investment Advisors
Texas
$214K 59,785 +54,285 +987%
CCG
32
Catalina Capital Group
California
$197K 54,940 +54,940 New
IAIM
33
International Assets Investment Management
Florida
$190K 53,079 – –
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$183K 51,176 – –
CIA
35
Capital Investment Advisors
Georgia
$179K 49,939 -785 -2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$159K 44,281 -6,522 -13%
SPIA
37
Steward Partners Investment Advisory
New York
$154K 43,089 – –
CFS
38
Commonwealth Financial Services
West Virginia
$149K 41,244 +1,054 +3%
Stifel Financial
39
Stifel Financial
Missouri
$145K 40,453 -29,902 -43%
CCFM
40
Clear Creek Financial Management
Washington
$138K 38,594 – –
OIA
41
OneDigital Investment Advisors
Kansas
$136K 38,024 +352 +0.9%
WCM
42
Whitener Capital Management
North Carolina
$127K 35,370 -11,400 -24%
Wells Fargo
43
Wells Fargo
California
$122K 34,005 +3,031 +10%
SMH
44
Sanders Morris Harris
Texas
$120K 33,490 – –
SWP
45
Stratos Wealth Partners
Ohio
$115K 32,075 +32,075 New
GP
46
Gridiron Partners
Pennsylvania
$104K 28,985 – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$93.9K 26,230 -3,000 -10%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$93K 25,847 -15,361 -37%
RFA
49
Register Financial Advisors
Georgia
$80.8K 22,560 +497 +2%
LCM
50
Lazari Capital Management
California
$80.3K 22,436 -5,778 -20%
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