PPT

Putnam Premier Income Trust

92 hedge funds and large institutions have $145M invested in Putnam Premier Income Trust in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$290K
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$275K
MA
28
Mezzasalma Advisors
New Jersey
$265K
VBCG
29
Valley Brook Capital Group
Pennsylvania
$264K
OIM
30
Oder Investment Management
California
$259K
NA
31
NewEdge Advisors
Louisiana
$252K
IAIM
32
International Assets Investment Management
Florida
$195K
CCFM
33
Clear Creek Financial Management
Washington
$193K
SWP
34
Stratos Wealth Partners
Ohio
$191K
AF
35
Allworth Financial
California
$189K
PWAM
36
Papamarkou Wellner Asset Management
New York
$185K
LFAS
37
Level Four Advisory Services
Texas
$177K
Wells Fargo
38
Wells Fargo
California
$174K
Stifel Financial
39
Stifel Financial
Missouri
$165K
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$161K
CIA
41
Capital Investment Advisors
Georgia
$152K
CFS
42
Commonwealth Financial Services
West Virginia
$148K
GHAM
43
Gilman Hill Asset Management
Connecticut
$129K
SFS
44
Shaker Financial Services
Virginia
$127K
DAS
45
Dynamic Advisor Solutions
Arizona
$114K
SPIA
46
Steward Partners Investment Advisory
New York
$113K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$112K
GP
48
Gridiron Partners
Pennsylvania
$107K
SMC
49
Smith, Moore & Co
Missouri
$103K
EFG
50
Ethos Financial Group
Pennsylvania
$97.9K