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
$94.4M
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
$6.14M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$453K

Top Sellers

1
KIM
Karpus Investment Management
New York
$0
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$12.8M
3
Invesco
Invesco
Georgia
$3.48M
4
FFWM
Future Financial Wealth Management
Ohio
$18.4K
5
RAM
Readystate Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$89.8K +$1.28K +348 +1%
LCM
52
Lazari Capital Management
California
$82.3K – – –
IA
53
IFP Advisors
Florida
$73.3K +$29.8K +8,130 +69%
EC
54
Elequin Capital
New York
$67.5K +$67.5K +18,389 New
FAG
55
Fortitude Advisory Group
Washington
$65.6K – – –
Mariner
56
Mariner
Kansas
$63K +$1.28K +349 +2%
SMH
57
Sanders Morris Harris
Texas
$56.8K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$45.2K +$877 +239 +2%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$40.2K -$6.33K -1,725 -14%
MFG
60
Merit Financial Group
Georgia
$37.7K +$37.7K +10,282 New
SPF
61
South Plains Financial
Texas
$32.1K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$23.9K – – –
FFWM
63
Future Financial Wealth Management
Ohio
$18.4K -$469K -127,846 -96%
BC
64
Barrett & Company
Rhode Island
$18.4K – – –
MCM
65
MAI Capital Management
Ohio
$18.4K – – –
BCWM
66
Bartlett & Co Wealth Management
Ohio
$16.5K – – –
US Bancorp
67
US Bancorp
Minnesota
$12.8K – – –
GWM
68
Geneos Wealth Management
Colorado
$12.3K -$110 -30 -0.9%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$11.7K -$69.2K -18,855 -85%
SIC
70
Salem Investment Counselors
North Carolina
$11.3K – – –
CFD
71
Creative Financial Designs
Indiana
$10.2K – – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$9.63K +$9.63K +2,625 New
KB
73
Kimelman & Baird
New York
$9.28K – – –
WA
74
WPG Advisers
Maryland
$5.23K -$749 -204 -13%
AAS
75
Ameritas Advisory Services
Nebraska
$5.11K +$5.11K +1,393 New
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