PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

100 hedge funds and large institutions have $119M invested in Putnam Premier Income Trust in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
16
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$71.4M
2
SFS
2
Shaker Financial Services
Virginia
$3.04M
3
NA
3
NewEdge Advisors
Louisiana
$555K
4
LFAS
4
Level Four Advisory Services
Texas
$311K
5
WAM
5
Weiss Asset Management
Massachusetts
$287K

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.57M
2
HWM
2
Howard Wealth Management
Connecticut
$2.42M
3
QCIG
3
Quad-Cities Investment Group
Iowa
$1.49M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.54M
5
CAM
5
Cresset Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Ballew Advisors
Mississippi
$93K – – –
PFS
52
Prospera Financial Services
Texas
$92K – – –
OC
53
Oppenheimer & Co
New York
$85K -$21K -4,900 -20%
PFP
54
Pinnacle Financial Partners
Tennessee
$77K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$77K +$77K +18,100 New
PAG
56
Private Advisor Group
New Jersey
$76K -$5.68K -1,335 -7%
MCP
57
Mirador Capital Partners
California
$72K -$143K -33,562 -66%
FAG
58
Fortitude Advisory Group
Washington
$68K +$68K +15,874 New
AF
59
Allworth Financial
California
$67K – – –
TSS
60
Two Sigma Securities
New York
$63K +$63K +14,795 New
Creative Planning
61
Creative Planning
Kansas
$56K – – –
WS
62
Wedbush Securities
California
$53K +$53K +12,331 New
DBT
63
Dubuque Bank & Trust
Iowa
$52K – – –
WMS
64
Wealth Management Solutions
Pennsylvania
$52K +$52K +12,105 New
RFC
65
Regions Financial Corp
Alabama
$51K – – –
OIA
66
Optimum Investment Advisors
Illinois
$51K – – –
PHS
67
Pekin Hardy Strauss
Illinois
$47K -$42.9K -10,000 -48%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$46K +$435 +102 +1%
Millennium Management
69
Millennium Management
New York
$46K +$46K +10,715 New
HA
70
HFG Advisors
Ohio
$45K +$45K +10,461 New
HI
71
Harbour Investments
Wisconsin
$44K -$16.2K -3,771 -27%
BWM
72
Birchcreek Wealth Management
Ohio
$44K – – –
SMC
73
Smith, Moore & Co
Missouri
$43K – – –
BS
74
Boenning & Scattergood
Pennsylvania
$43K – – –
G
75
GenTrust
Florida
$41K – – –
1 2
3
4 5