PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

96 hedge funds and large institutions have $80.1M invested in Putnam Premier Income Trust in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
26
Reduced
23
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Arbor Wealth Management
Florida
+$5.94M
2
Wells Fargo
Wells Fargo
California
+$631K
3
RJA
Raymond James & Associates
Florida
+$607K
4
OIA
OneDigital Investment Advisors
Kansas
+$242K
5
SMH
Sanders Morris Harris
Texas
+$213K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$3.59M
2
Bank of America
Bank of America
North Carolina
-$1.13M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$639K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$573K
5
SCM
Sterneck Capital Management
Missouri
-$501K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$97K -$421K -79,904 -81%
DAS
52
Dynamic Advisor Solutions
Arizona
$88K +$88K +16,691 New
SFS
53
Sowell Financial Services
Arkansas
$88K +$88K +16,748 New
APA
54
American Portfolios Advisors
New York
$87.3K – – –
OC
55
Oppenheimer & Co
New York
$86K -$4.8K -908 -5%
AF
56
Allworth Financial
California
$82K +$1.08K +207 +1%
CWS
57
Cypress Wealth Services
California
$79K – – –
PHS
58
Pekin Hardy Strauss
Illinois
$78K -$65.9K -12,475 -46%
Citigroup
59
Citigroup
New York
$77K -$63.6K -12,127 -45%
Creative Planning
60
Creative Planning
Kansas
$73K – – –
CHAM
61
Clear Harbor Asset Management
Connecticut
$65K – – –
SMC
62
Smith, Moore & Co
Missouri
$63K +$5.25K +1,000 +9%
GHAM
63
Gilman Hill Asset Management
Connecticut
$57K – – –
CWP
64
Capital Wealth Planning
Florida
$55K +$55K +10,300 New
AC
65
Avestar Capital
New York
$53K +$53K +10,000 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$53K +$53K +10,081 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
WCM
68
Whitener Capital Management
North Carolina
$40K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$36K – – –
OIA
70
Optimum Investment Advisors
Illinois
$32K – – –
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$32K +$32K +6,000 New
DOA
72
D'Orazio & Associates
Virginia
$31K +$31K +5,829 New
SIC
73
Salem Investment Counselors
North Carolina
$25K – – –
CAC
74
Certified Advisory Corp
Florida
$22K – – –
US Bancorp
75
US Bancorp
Minnesota
$18K – – –
1 2
3
4 5