PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

94 hedge funds and large institutions have $131M invested in Putnam Premier Income Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
23
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$77.9M
2
1CP
2
1607 Capital Partners
Virginia
$6.98M
3
EP
3
Essential Planning
New Hampshire
$817K
4
TW
4
Transform Wealth
Colorado
$560K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$384K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$303K
2
IAIM
2
International Assets Investment Management
Florida
$190K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.33M
4
KIM
4
Karpus Investment Management
New York
$3.19M
5
LCM
5
Landscape Capital Management
New Jersey
$198K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$337K +$3.73K +1,047 +1%
VBCG
27
Valley Brook Capital Group
Pennsylvania
$315K -$26.3K -7,388 -8%
SFS
28
Shaker Financial Services
Virginia
$303K -$637K -177,760 -68%
LPL Financial
29
LPL Financial
California
$296K -$5.63K -1,582 -2%
Creative Planning
30
Creative Planning
Kansas
$280K +$3.92K +1,100 +1%
UBS Group
31
UBS Group
Switzerland
$271K -$76.8K -21,568 -22%
OIM
32
Oder Investment Management
California
$255K +$18.5K +5,188 +8%
LFAS
33
Level Four Advisory Services
Texas
$254K +$83.8K +23,544 +49%
MA
34
Mezzasalma Advisors
New Jersey
$250K +$250K +70,095 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$234K +$234K +65,686 New
SWP
36
Stratos Wealth Partners
Ohio
$222K -$37.8K -10,614 -15%
CCG
37
Catalina Capital Group
California
$205K – – –
LCM
38
Landscape Capital Management
New Jersey
$198K -$108K -30,460 -35%
IAIM
39
International Assets Investment Management
Florida
$190K -$519K -144,906 -73%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$182K – – –
PWAM
41
Papamarkou Wellner Asset Management
New York
$178K +$178K +50,000 New
CIA
42
Capital Investment Advisors
Georgia
$171K -$6.55K -1,840 -4%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$162K +$140K +39,310 +631%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$156K -$64.8K -18,205 -29%
Stifel Financial
45
Stifel Financial
Missouri
$147K -$15.1K -4,228 -9%
CFS
46
Commonwealth Financial Services
West Virginia
$143K – – –
CCFM
47
Clear Creek Financial Management
Washington
$137K – – –
Wells Fargo
48
Wells Fargo
California
$114K -$3.86K -1,084 -3%
Citadel Advisors
49
Citadel Advisors
Florida
$110K +$110K +30,994 New
DAS
50
Dynamic Advisor Solutions
Arizona
$107K +$6.32K +1,776 +6%
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