PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $110M invested in Putnam Premier Income Trust in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
28
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$58.3M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.2M
3
VCM
3
Vivaldi Capital Management
Illinois
$2.94M
4
1CP
4
1607 Capital Partners
Virginia
$6.36M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$200K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$3.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.5M
3
PA
3
Pinnacle Associates
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$2.22M
5
SKK
5
Shepherd Kaplan Krochuk
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$67K 18,600 – –
FAG
52
Fortitude Advisory Group
Washington
$66K 18,386 – –
Stifel Financial
53
Stifel Financial
Missouri
$63K 17,462 -1,116 -6%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$63K 17,735 +2,056 +13%
CFA
55
Cahill Financial Advisors
Minnesota
$60K 16,748 -14,234 -46%
FFA
56
First Foundation Advisors
California
$60K 16,625 – –
AF
57
Allworth Financial
California
$56K 15,680 – –
MCP
58
Mirador Capital Partners
California
$54K 15,072 +155 +1%
PAS
59
Park Avenue Securities
New York
$47K 13,245 -363 -3%
BRWA
60
B. Riley Wealth Advisors
Florida
$46K 12,591 +12,591 New
Citadel Advisors
61
Citadel Advisors
Florida
$46K 12,923 +12,923 New
Creative Planning
62
Creative Planning
Kansas
$44K 12,237 -790 -6%
DBT
63
Dubuque Bank & Trust
Iowa
$44K 12,170 – –
RFC
64
Regions Financial Corp
Alabama
$43K 11,900 – –
WP
65
WealthSource Partners
California
$41K 11,385 +11,385 New
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$40K 11,082 – –
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$40K 11,135 +123 +1%
HI
68
Harbour Investments
Wisconsin
$39K 10,246 – –
SMC
69
Smith, Moore & Co
Missouri
$39K 10,900 +10,900 New
HA
70
HFG Advisors
Ohio
$37K 10,461 – –
BWM
71
Birchcreek Wealth Management
Ohio
$37K 10,271 – –
KAS
72
Kestra Advisory Services
Texas
$37K 10,270 +10,270 New
APA
73
American Portfolios Advisors
New York
$29.3K 8,197 +73 +0.9%
IAMOG
74
Investors Asset Management of Georgia
Georgia
$29K 8,038 – –
IA
75
IFP Advisors
Florida
$29K 5,871 +85 +1%
1 2
3
4 5