PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

85 hedge funds and large institutions have $144M invested in Putnam Premier Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
28
Reduced
23
Closed
11
Calls
–
Puts
$20K
Net Calls
-$20K
Net Calls Change
-$20K

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$10M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$573K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$465K
4
Morgan Stanley
Morgan Stanley
New York
+$413K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$386K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.08M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.05M
3
Invesco
Invesco
Georgia
-$797K
4
FFWM
Future Financial Wealth Management
Ohio
-$469K
5
RAM
Readystate Asset Management
Illinois
-$316K
Name Holding Trade Value Shares
Change 		Shares
Change %
VBCG
26
Valley Brook Capital Group
Pennsylvania
$310K +$4.1K +1,117 +1%
Creative Planning
27
Creative Planning
Kansas
$288K – – –
NA
28
NewEdge Advisors
Louisiana
$277K -$33K -9,000 -11%
MA
29
Mezzasalma Advisors
New Jersey
$270K +$5.48K +1,492 +2%
OIM
30
Oder Investment Management
California
$255K +$2.43K +663 +1%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$243K +$162K +44,250 +200%
CCG
32
Catalina Capital Group
California
$212K – – –
IAIM
33
International Assets Investment Management
Florida
$195K +$77.8K +21,200 +67%
CCFM
34
Clear Creek Financial Management
Washington
$192K +$4.04K +1,100 +2%
SWP
35
Stratos Wealth Partners
Ohio
$191K -$36.5K -9,943 -16%
AF
36
Allworth Financial
California
$188K +$188K +51,176 New
PWAM
37
Papamarkou Wellner Asset Management
New York
$184K -$184K -50,000 -50%
LFAS
38
Level Four Advisory Services
Texas
$176K -$86.4K -23,533 -33%
Wells Fargo
39
Wells Fargo
California
$170K +$27.8K +7,568 +20%
Jane Street
40
Jane Street
New York
$169K +$169K +46,020 New
Stifel Financial
41
Stifel Financial
Missouri
$163K +$10.2K +2,775 +7%
CIA
42
Capital Investment Advisors
Georgia
$152K -$9.28K -2,529 -6%
CFS
43
Commonwealth Financial Services
West Virginia
$147K – – –
GHAM
44
Gilman Hill Asset Management
Connecticut
$128K +$23.9K +6,500 +23%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$125K -$26 -7 -0%
DAS
46
Dynamic Advisor Solutions
Arizona
$114K -$3.08K -838 -3%
GP
47
Gridiron Partners
Pennsylvania
$106K – – –
EFG
48
Ethos Financial Group
Pennsylvania
$97.4K – – –
UPS
49
UHLMANN PRICE SECURITIES
Illinois
$92.4K +$1.91K +520 +2%
RFA
50
Register Financial Advisors
Georgia
$90.8K +$1.91K +521 +2%
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