PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

98 hedge funds and large institutions have $76.4M invested in Putnam Premier Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
23
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.89M
2
SCM
Sterneck Capital Management
Missouri
+$901K
3
SIA
Sit Investment Associates
Minnesota
+$789K
4
Invesco
Invesco
Georgia
+$593K
5
HWM
Howard Wealth Management
Connecticut
+$484K

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$557K
2
MML Investors Services
MML Investors Services
Massachusetts
-$499K
3
BRWA
B. Riley Wealth Advisors
Florida
-$389K
4
IAMOG
Investors Asset Management of Georgia
Georgia
-$334K
5
Bank of America
Bank of America
North Carolina
-$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$126K +$126K +27,856 New
PIA
52
Powell Investment Advisors
Florida
$119K +$529 +116 +0.4%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$112K -$41.2K -9,000 -27%
BC
54
Bartlett & Co
Ohio
$111K +$111K +24,557 New
SWM
55
SeaCrest Wealth Management
New York
$99K -$40.6K -8,955 -29%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$91K -$1.04K -229 -1%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$90K – – –
CCFM
58
Clear Creek Financial Management
Washington
$83K – – –
AC
59
Avestar Capital
New York
$82K +$36.4K +8,000 +80%
APA
60
American Portfolios Advisors
New York
$75.4K – – –
DAS
61
Dynamic Advisor Solutions
Arizona
$75K -$978 -216 -1%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$72K -$12.5K -2,747 -15%
AF
63
Allworth Financial
California
$71K – – –
CWS
64
Cypress Wealth Services
California
$68K – – –
CHAM
65
Clear Harbor Asset Management
Connecticut
$60K +$4.5K +1,000 +8%
Creative Planning
66
Creative Planning
Kansas
$58K -$2.08K -455 -3%
SMC
67
Smith, Moore & Co
Missouri
$54K +$4.5K +1,000 +9%
RFC
68
Regions Financial Corp
Alabama
$54K +$54K +11,900 New
HR
69
Hayden Royal
North Carolina
$52.2K +$52.2K +11,400 New
FAAS
70
First Allied Advisory Services
California
$52K -$102K -22,276 -66%
LA
71
LexAurum Advisors
Kansas
$51K -$68.1K -15,110 -57%
MWM
72
Merriman Wealth Management
Washington
$48K +$48K +10,600 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$43K +$11.4K +2,520 +36%
Citigroup
75
Citigroup
New York
$37K -$4.15K -918 -10%
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