PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

95 hedge funds and large institutions have $85.2M invested in Putnam Premier Income Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
27
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.55M
2
Wells Fargo
Wells Fargo
California
+$699K
3
AAS
Avantax Advisory Services
Texas
+$557K
4
MML Investors Services
MML Investors Services
Massachusetts
+$329K
5
Morgan Stanley
Morgan Stanley
New York
+$302K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$2.25M
2
SIA
Sit Investment Associates
Minnesota
-$1.33M
3
SCM
Sterneck Capital Management
Missouri
-$1.02M
4
Invesco
Invesco
Georgia
-$546K
5
SMH
Sanders Morris Harris
Texas
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
51
Powell Investment Advisors
Florida
$142K +$142K +25,978 New
GC
52
Guggenheim Capital
Illinois
$119K +$119K +21,886 New
SFS
53
Sowell Financial Services
Arkansas
$114K +$23.2K +4,274 +26%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$110K +$251 +46 +0.2%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$108K – – –
CCFM
56
Clear Creek Financial Management
Washington
$103K – – –
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$100K +$524 +97 +0.5%
SCM
58
Sterneck Capital Management
Missouri
$99K -$1.02M -186,860 -91%
DAS
59
Dynamic Advisor Solutions
Arizona
$91K +$439 +81 +0.5%
APA
60
American Portfolios Advisors
New York
$90.1K – – –
AF
61
Allworth Financial
California
$85K – – –
CWS
62
Cypress Wealth Services
California
$81K – – –
Creative Planning
63
Creative Planning
Kansas
$71K -$4.32K -800 -6%
CHAM
64
Clear Harbor Asset Management
Connecticut
$66.9K – – –
SMC
65
Smith, Moore & Co
Missouri
$60K -$5.46K -1,000 -8%
GHAM
66
Gilman Hill Asset Management
Connecticut
$58K – – –
AC
67
Avestar Capital
New York
$54K – – –
Citigroup
68
Citigroup
New York
$49K -$30K -5,577 -38%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$38K – – –
OIA
71
Optimum Investment Advisors
Illinois
$33K +$541 +100 +2%
SIC
72
Salem Investment Counselors
North Carolina
$26K – – –
US Bancorp
73
US Bancorp
Minnesota
$19K – – –
TCM
74
Tradewinds Capital Management
Washington
$17K – – –
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$17K +$123 +23 +0.7%
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