PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

100 hedge funds and large institutions have $121M invested in Putnam Premier Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
35
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.4M
2
PPA
2
Parametric Portfolio Associates
Washington
$6.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.75M
4
SIA
4
Sit Investment Associates
Minnesota
$66.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$497K

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$0
2
PHS
2
Pekin Hardy Strauss
Illinois
$96K
3
Bank of America
3
Bank of America
North Carolina
$1.53M
4
SFS
4
Shaker Financial Services
Virginia
$2.21M
5
Stifel Financial
5
Stifel Financial
Missouri
$57K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$128K 27,938 +1,289 +5%
IAIM
52
International Assets Investment Management
Florida
$127K 27,758 – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$123K 26,855 +5,455 +25%
OC
54
Oppenheimer & Co
New York
$113K 24,700 -13,500 -35%
BA
55
Ballew Advisors
Mississippi
$101K 21,837 – –
PFS
56
Prospera Financial Services
Texas
$99K 21,631 +500 +2%
PHS
57
Pekin Hardy Strauss
Illinois
$96K 20,950 -116,685 -85%
PAG
58
Private Advisor Group
New Jersey
$88K 19,204 +1,702 +10%
PFP
59
Pinnacle Financial Partners
Tennessee
$82K 17,970 – –
AF
60
Allworth Financial
California
$72K 15,680 – –
RJT
61
Raymond James Trust
Florida
$66K 14,523 – –
HI
62
Harbour Investments
Wisconsin
$64K 14,017 +221 +2%
CPWA
63
Cerro Pacific Wealth Advisors
California
$63K 13,800 – –
AWM
64
Arbor Wealth Management
Florida
$61K 13,365 +13,365 New
Creative Planning
65
Creative Planning
Kansas
$60K 13,027 – –
Stifel Financial
66
Stifel Financial
Missouri
$57K 12,424 -80,590 -87%
DBT
67
Dubuque Bank & Trust
Iowa
$56K 12,170 – –
OIA
68
Optimum Investment Advisors
Illinois
$55K 12,000 – –
RFC
69
Regions Financial Corp
Alabama
$54K 11,900 – –
SWM
70
SeaCrest Wealth Management
New York
$50K 11,000 – –
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$49K 10,680 -5,624 -34%
BWM
72
Birchcreek Wealth Management
Ohio
$47K 10,271 – –
BS
73
Boenning & Scattergood
Pennsylvania
$46K 10,117 -18,383 -65%
G
74
GenTrust
Florida
$46K 10,000 – –
SMC
75
Smith, Moore & Co
Missouri
$46K 10,000 – –
1 2
3
4 5