PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

89 hedge funds and large institutions have $136M invested in Putnam Premier Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
29
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.99M
2
1CP
1607 Capital Partners
Virginia
+$828K
3
RAM
Readystate Asset Management
Illinois
+$316K
4
Morgan Stanley
Morgan Stanley
New York
+$209K
5
PWAM
Papamarkou Wellner Asset Management
New York
+$180K

Top Sellers

1
EP
Essential Planning
New Hampshire
-$817K
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$384K
3
SFS
Shaker Financial Services
Virginia
-$303K
4
KIM
Karpus Investment Management
New York
-$161K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
26
Readystate Asset Management
Illinois
$316K +$316K +87,501 New
NA
27
NewEdge Advisors
Louisiana
$305K -$94.9K -26,300 -24%
VBCG
28
Valley Brook Capital Group
Pennsylvania
$301K -$19.3K -5,346 -6%
Creative Planning
29
Creative Planning
Kansas
$284K – – –
MA
30
Mezzasalma Advisors
New Jersey
$260K +$7.36K +2,038 +3%
LFAS
31
Level Four Advisory Services
Texas
$259K +$856 +237 +0.3%
OIM
32
Oder Investment Management
California
$248K -$10.4K -2,894 -4%
UBS Group
33
UBS Group
Switzerland
$238K -$36.8K -10,181 -13%
SWP
34
Stratos Wealth Partners
Ohio
$224K -$852 -236 -0.4%
CCG
35
Catalina Capital Group
California
$208K – – –
CCFM
36
Clear Creek Financial Management
Washington
$185K +$45.5K +12,600 +33%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$185K – – –
CIA
38
Capital Investment Advisors
Georgia
$159K -$14K -3,884 -8%
Stifel Financial
39
Stifel Financial
Missouri
$151K +$1.81K +500 +1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$147K -$90.5K -25,079 -38%
CFS
41
Commonwealth Financial Services
West Virginia
$145K – – –
LCM
42
Landscape Capital Management
New Jersey
$143K -$58.2K -16,109 -29%
Wells Fargo
43
Wells Fargo
California
$140K +$24.4K +6,751 +21%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$123K -$35.2K -9,752 -22%
DAS
45
Dynamic Advisor Solutions
Arizona
$115K +$7.23K +2,003 +7%
IAIM
46
International Assets Investment Management
Florida
$115K -$76.5K -21,200 -40%
GP
47
Gridiron Partners
Pennsylvania
$105K – – –
GHAM
48
Gilman Hill Asset Management
Connecticut
$103K – – –
EFG
49
Ethos Financial Group
Pennsylvania
$95.8K +$95.8K +26,526 New
UPS
50
UHLMANN PRICE SECURITIES
Illinois
$89K +$2.51K +696 +3%
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