PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

84 hedge funds and large institutions have $113M invested in Putnam Premier Income Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
20
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$8.6M
2
SIA
2
Sit Investment Associates
Minnesota
$61.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.64M
4
RJA
4
Raymond James & Associates
Florida
$1.77M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$157K

Top Sellers

1
VCM
1
Vivaldi Capital Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.63M
3
HWM
3
Howard Wealth Management
Connecticut
$160K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$49.2K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
First Foundation Advisors
California
$58.5K – – –
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$57K +$57K +16,187 New
Mariner
53
Mariner
Kansas
$54.1K -$10.7K -3,036 -16%
AF
54
Allworth Financial
California
$51.4K – – –
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$49.2K -$352K -99,991 -88%
SPIA
56
Steward Partners Investment Advisory
New York
$48.3K -$154K -43,618 -76%
BRWA
57
B. Riley Wealth Advisors
Florida
$44.3K -$4.29K -1,210 -9%
SLWA
58
San Luis Wealth Advisors
California
$43K – – –
DBT
59
Dubuque Bank & Trust
Iowa
$42.8K – – –
RRA
60
Round Rock Advisors
Connecticut
$42.2K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$40.9K – – –
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$40.6K +$500 +142 +1%
PFS
63
Prospera Financial Services
Texas
$39K +$838 +238 +2%
SMC
64
Smith, Moore & Co
Missouri
$38.4K – – –
PHS
65
Pekin Hardy Strauss
Illinois
$37.2K – – –
HA
66
HFG Advisors
Ohio
$36.8K – – –
CL
67
CSS LLC
Illinois
$35.2K +$35.2K +10,000 New
BLC
68
Brown, Lisle/Cummings
Rhode Island
$26.4K – – –
IA
69
IFP Advisors
Florida
$19.9K +$338 +96 +2%
GRP
70
Global Retirement Partners
California
$18.9K – – –
BC
71
Barrett & Company
Rhode Island
$17.6K -$7.92K -2,250 -31%
SIC
72
Salem Investment Counselors
North Carolina
$17.1K – – –
BC
73
Bartlett & Co
Ohio
$16K – – –
BCWM
74
Bartlett & Co Wealth Management
Ohio
$16K – – –
US Bancorp
75
US Bancorp
Minnesota
$12.3K – – –
1 2
3
4