PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

88 hedge funds and large institutions have $109M invested in Putnam Premier Income Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$61.6M
2
Creative Planning
2
Creative Planning
Kansas
$558K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$8.49M
4
SPIA
4
Steward Partners Investment Advisory
New York
$141K
5
KIM
5
Karpus Investment Management
New York
$3.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.53M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.41M
3
TW
3
Transform Wealth
Colorado
$435K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$568K
5
RJA
5
Raymond James & Associates
Florida
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
51
HRT Financial
New York
$67K +$67K +20,214 New
FAG
52
Fortitude Advisory Group
Washington
$61.6K – – –
FWM
53
Forza Wealth Management
Florida
$58.3K – – –
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$58.2K -$111K -33,202 -66%
FFA
55
First Foundation Advisors
California
$55.7K – – –
MWM
56
Melfa Wealth Management
Massachusetts
$55.3K +$55.3K +16,500 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$50.4K +$11.5K +3,424 +29%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$47.7K +$47.7K +14,231 New
CL
59
CSS LLC
Illinois
$46.9K +$13.4K +4,000 +40%
Truist Financial
60
Truist Financial
North Carolina
$46.6K +$46.6K +13,913 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$46.1K -$667 -199 -1%
DBT
62
Dubuque Bank & Trust
Iowa
$40.8K – – –
RRA
63
Round Rock Advisors
Connecticut
$40.2K – – –
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$39.2K +$492 +147 +1%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$38K -$15.6K -4,715 -29%
PFS
66
Prospera Financial Services
Texas
$37.9K +$814 +243 +2%
HA
67
HFG Advisors
Ohio
$35K – – –
AF
68
Allworth Financial
California
$27.1K -$21.8K -6,493 -45%
BLC
69
Brown, Lisle/Cummings
Rhode Island
$25.1K – – –
PBK
70
Peoples Bank (Kansas)
Kansas
$20.8K +$20.8K +6,241 New
IA
71
IFP Advisors
Florida
$19.3K +$328 +98 +2%
GRP
72
Global Retirement Partners
California
$18K – – –
BC
73
Barrett & Company
Rhode Island
$16.8K – – –
BCWM
74
Bartlett & Co Wealth Management
Ohio
$15.2K – – –
BC
75
Bartlett & Co
Ohio
$15K – – –
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3
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