PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $127M invested in Putnam Premier Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
27
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
SIA
2
Sit Investment Associates
Minnesota
$70.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$356K
5
LCM
5
Landscape Capital Management
New Jersey
$360K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$3.99M
2
SMH
2
Sanders Morris Harris
Texas
$0
3
SFS
3
Shaker Financial Services
Virginia
$281K
4
Creative Planning
4
Creative Planning
Kansas
$329K
5
LFAS
5
Level Four Advisory Services
Texas
$42.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
51
SageView Advisory Group
California
$92.1K -$84.3K -25,159 Closed
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$82.8K – – –
RFA
53
Register Financial Advisors
Georgia
$77.1K +$77.1K +21,594 New
RJT
54
Raymond James Trust
Florida
$76.7K +$76.7K +21,481 New
LA
55
LM Advisors
California
$75.3K +$75.3K +21,100 New
CAM
56
Columbia Asset Management
Michigan
$71K – – –
FAG
57
Fortitude Advisory Group
Washington
$65.6K – – –
Nomura Holdings
58
Nomura Holdings
Japan
$58.8K +$58.8K +16,476 New
CL
59
CSS LLC
Illinois
$50.7K +$739 +207 +1%
HB
60
HTLF Bank
Colorado
$43.4K +$43.4K +12,170 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$43K -$6.16K -1,724 -13%
RRA
62
Round Rock Advisors
Connecticut
$42.8K – – –
LFAS
63
Level Four Advisory Services
Texas
$42.7K -$256K -71,609 -86%
IAMOG
64
Investors Asset Management of Georgia
Georgia
$42.7K +$42.7K +12,038 New
EA
65
Eclectic Associates
California
$42.5K +$42.5K +11,896 New
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$42.3K +$553 +155 +1%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$41.5K -$12.2K -3,424 -23%
PFS
68
Prospera Financial Services
Texas
$41.3K +$939 +263 +2%
Jane Street
69
Jane Street
New York
$40.5K +$40.5K +11,339 New
KeyBank National Association
70
KeyBank National Association
Ohio
$39.2K +$39.2K +10,984 New
HA
71
HFG Advisors
Ohio
$37.3K – – –
EC
72
Elequin Capital
New York
$26.1K +$22.4K +6,268 +601%
BLC
73
Brown, Lisle/Cummings
Rhode Island
$23.2K -$3.57K -1,000 -13%
PBK
74
Peoples Bank (Kansas)
Kansas
$22.2K – – –
IA
75
IFP Advisors
Florida
$20.9K +$382 +107 +2%
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3
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