PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

87 hedge funds and large institutions have $125M invested in Putnam Premier Income Trust in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
24
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$75.3M
2
Invesco
2
Invesco
Georgia
$4.22M
3
POIA
3
Pin Oak Investment Advisors
Texas
$395K
4
LFAS
4
Level Four Advisory Services
Texas
$172K
5
SWP
5
Stratos Wealth Partners
Ohio
$272K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14M
2
LCM
2
Landscape Capital Management
New Jersey
$321K
3
KIM
3
Karpus Investment Management
New York
$3.52M
4
SCM
4
Sterneck Capital Management
Missouri
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.25M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$349K 93,548 -7,410 -7%
LCM
27
Landscape Capital Management
New Jersey
$321K 86,056 -173,138 -67%
LPL Financial
28
LPL Financial
California
$316K 84,757 +4,824 +6%
Creative Planning
29
Creative Planning
Kansas
$289K 77,467 -6,400 -8%
SWP
30
Stratos Wealth Partners
Ohio
$272K 72,944 +40,869 +127%
OIM
31
Oder Investment Management
California
$248K 66,456 -16,212 -20%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$231K 61,958 +17,677 +40%
CCG
33
Catalina Capital Group
California
$215K 57,685 +2,745 +5%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$191K 51,176 – –
CIA
35
Capital Investment Advisors
Georgia
$186K 49,767 -172 -0.3%
LFAS
36
Level Four Advisory Services
Texas
$172K 47,840 +47,840 New
Stifel Financial
37
Stifel Financial
Missouri
$169K 45,431 +4,978 +12%
CFS
38
Commonwealth Financial Services
West Virginia
$150K 40,190 -1,054 -3%
CCFM
39
Clear Creek Financial Management
Washington
$144K 38,594 – –
OIA
40
OneDigital Investment Advisors
Kansas
$140K 37,504 -520 -1%
Wells Fargo
41
Wells Fargo
California
$124K 33,130 -875 -3%
GP
42
Gridiron Partners
Pennsylvania
$108K 28,985 – –
DAS
43
Dynamic Advisor Solutions
Arizona
$105K 28,141 +28,141 New
GHAM
44
Gilman Hill Asset Management
Connecticut
$97K 26,000 +11,000 +73%
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$89K 23,749 -2,098 -8%
UPS
46
UHLMANN PRICE SECURITIES
Illinois
$87.5K 23,452 +23,452 New
RFA
47
Register Financial Advisors
Georgia
$86K 23,047 +487 +2%
LCM
48
Lazari Capital Management
California
$83.7K 22,436 – –
Mariner
49
Mariner
Kansas
$78.1K 20,928 -498 -2%
MAS
50
Meeder Advisory Services
Ohio
$77.7K 20,826 +20,826 New
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