PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

102 hedge funds and large institutions have $78.3M invested in Putnam Premier Income Trust in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
22
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$878K
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$410K
3
BRWA
B. Riley Wealth Advisors
Florida
+$352K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$271K
5
CFG
Citizens Financial Group
Rhode Island
+$245K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.11M
2
SIA
Sit Investment Associates
Minnesota
-$2.94M
3
Invesco
Invesco
Georgia
-$768K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$607K
5
Bank of America
Bank of America
North Carolina
-$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$102K – – –
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$88K -$8.8K -1,686 -9%
OC
53
Oppenheimer & Co
New York
$88K +$4.61K +900 +6%
APA
54
American Portfolios Advisors
New York
$85.2K – – –
CCFM
55
Clear Creek Financial Management
Washington
$85K +$85K +16,519 New
AF
56
Allworth Financial
California
$79K +$1.59K +312 +2%
PAG
57
Pinnacle Advisory Group
Maryland
$78K – – –
CWS
58
Cypress Wealth Services
California
$77K – – –
HF
59
HRT Financial
New York
$75K +$75K +14,745 New
Creative Planning
60
Creative Planning
Kansas
$72K -$61.2K -11,851 -46%
LPL Financial
61
LPL Financial
California
$72K -$11.3K -2,218 -14%
BTS
62
BB&T Securities
Virginia
$66K -$5.12K -1,000 -7%
MAFM
63
Mid Atlantic Financial Management
Pennsylvania
$64K +$64K +12,416 New
CHAM
64
Clear Harbor Asset Management
Connecticut
$63K -$1.84K -360 -3%
KeyBank National Association
65
KeyBank National Association
Ohio
$63K +$63K +12,377 New
PP
66
Paloma Partners
Connecticut
$59K +$59K +11,557 New
GIA
67
Gladstone Institutional Advisory
Florida
$57K – – –
SMC
68
Smith, Moore & Co
Missouri
$56K – – –
GHAM
69
Gilman Hill Asset Management
Connecticut
$55K – – –
UCFA
70
United Capital Financial Advisors
Texas
$52K -$25.5K -4,935 -33%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
WCM
72
Whitener Capital Management
North Carolina
$39K +$1.53K +300 +4%
CL
73
CSS LLC
Illinois
$35K +$35K +6,782 New
SPIA
74
Steward Partners Investment Advisory
New York
$35K +$35K +7,000 New
OIA
75
Optimum Investment Advisors
Illinois
$31K – – –
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3
4 5