PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

98 hedge funds and large institutions have $118M invested in Putnam Premier Income Trust in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
25
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$4.34M
2
SIA
2
Sit Investment Associates
Minnesota
$62.3M
3
KIM
3
Karpus Investment Management
New York
$4.07M
4
SFS
4
Shaker Financial Services
Virginia
$902K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.44M
2
HWM
2
Howard Wealth Management
Connecticut
$819K
3
RJA
3
Raymond James & Associates
Florida
$1.71M
4
SMH
4
Sanders Morris Harris
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$803K
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
51
EP Wealth Advisors
California
$68.9K 18,974 +18,974 New
Mariner
52
Mariner
Kansas
$68K 18,748 -3,711 -17%
FAG
53
Fortitude Advisory Group
Washington
$66.7K 18,386 – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$60.4K 16,627 -1,108 -6%
FFA
55
First Foundation Advisors
California
$60.3K 16,625 – –
OC
56
Oppenheimer & Co
New York
$60.3K 16,600 -2,000 -11%
Creative Planning
57
Creative Planning
Kansas
$59.8K 16,476 +4,239 +35%
AC
58
Aristides Capital
Kentucky
$57.8K 15,910 +15,910 New
AF
59
Allworth Financial
California
$56.9K 15,680 – –
Jane Street
60
Jane Street
New York
$54.3K 14,948 +14,948 New
BRWA
61
B. Riley Wealth Advisors
Florida
$50K 13,685 +1,094 +9%
MCP
62
Mirador Capital Partners
California
$44.4K 12,240 -2,832 -19%
DBT
63
Dubuque Bank & Trust
Iowa
$44K 12,170 – –
RRA
64
Round Rock Advisors
Connecticut
$43.6K 12,000 +12,000 New
RFC
65
Regions Financial Corp
Alabama
$43K 11,900 – –
PHS
66
Pekin Hardy Strauss
Illinois
$42.8K 11,800 +11,800 New
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$42K 11,580 +11,580 New
PAS
68
Park Avenue Securities
New York
$41K 11,269 -1,976 -15%
BS
69
Boenning & Scattergood
Pennsylvania
$40K 10,117 +10,117 New
SMC
70
Smith, Moore & Co
Missouri
$39.6K 10,900 – –
PFS
71
Prospera Financial Services
Texas
$38.5K 10,612 +10,612 New
HA
72
HFG Advisors
Ohio
$38K 10,461 – –
BWM
73
Birchcreek Wealth Management
Ohio
$37.3K 10,271 – –
THWM
74
Taylor Hoffman Wealth Management
Virginia
$36.3K 10,000 +10,000 New
CA
75
CoreCap Advisors
Michigan
$33.1K 9,125 +9,125 New
1 2
3
4 5