PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

93 hedge funds and large institutions have $113M invested in Putnam Premier Income Trust in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
26
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.1M
2
1CP
1607 Capital Partners
Virginia
$6.51M
3
SIA
Sit Investment Associates
Minnesota
$57.5M
4
VCM
Vivaldi Capital Management
Illinois
$2.67M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.52M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$243K
2
Bank of America
Bank of America
North Carolina
$1.22M
3
AWM
Apollon Wealth Management
South Carolina
$414K
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$71K -$62.8K -16,439 -47%
OC
52
Oppenheimer & Co
New York
$71K – – –
FAG
53
Fortitude Advisory Group
Washington
$70K – – –
FFA
54
First Foundation Advisors
California
$63K +$63K +16,625 New
AF
55
Allworth Financial
California
$60K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$60K +$37.3K +9,750 +164%
MCP
57
Mirador Capital Partners
California
$57K -$8.95K -2,342 -14%
PAS
58
Park Avenue Securities
New York
$52K +$4.02K +1,051 +8%
Creative Planning
59
Creative Planning
Kansas
$50K – – –
DBT
60
Dubuque Bank & Trust
Iowa
$46K – – –
OIA
61
Optimum Investment Advisors
Illinois
$46K – – –
RFC
62
Regions Financial Corp
Alabama
$45K – – –
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$42K +$454 +119 +1%
PWPS
64
Pinnacle Wealth Planning Services
Ohio
$42K +$2.48K +653 +6%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$41K +$41K +10,844 New
HA
66
HFG Advisors
Ohio
$40K – – –
BWM
67
Birchcreek Wealth Management
Ohio
$39K – – –
MOS
68
MGO One Seven
Ohio
$39K +$39K +10,236 New
HI
69
Harbour Investments
Wisconsin
$39K +$39K +10,246 New
GLLW
70
Graves Light Lenhart Wealth
Virginia
$36K – – –
CA
71
CoreCap Advisors
Michigan
$35K +$35K +9,125 New
IAMOG
72
Investors Asset Management of Georgia
Georgia
$31K +$31K +8,038 New
APA
73
American Portfolios Advisors
New York
$30.9K +$91 +24 +0.3%
BLC
74
Brown, Lisle/Cummings
Rhode Island
$28.5K – – –
IA
75
IFP Advisors
Florida
$28K – – –
1 2
3
4 5