PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

87 hedge funds and large institutions have $125M invested in Putnam Premier Income Trust in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
24
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$75.3M
2
Invesco
2
Invesco
Georgia
$4.22M
3
POIA
3
Pin Oak Investment Advisors
Texas
$395K
4
LFAS
4
Level Four Advisory Services
Texas
$172K
5
SWP
5
Stratos Wealth Partners
Ohio
$272K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14M
2
LCM
2
Landscape Capital Management
New Jersey
$321K
3
KIM
3
Karpus Investment Management
New York
$3.52M
4
SCM
4
Sterneck Capital Management
Missouri
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.25M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
51
Whitener Capital Management
North Carolina
$75.7K 20,300 -15,070 -43%
IWM
52
IHT Wealth Management
Illinois
$73K 19,566 +9,183 +88%
RJT
53
Raymond James Trust
Florida
$71.3K 19,111 – –
FAG
54
Fortitude Advisory Group
Washington
$66.7K 17,886 – –
SAG
55
SageView Advisory Group
California
$58.8K 15,761 +15,761 New
SMH
56
Sanders Morris Harris
Texas
$57.8K 15,490 -18,000 -54%
SPIA
57
Steward Partners Investment Advisory
New York
$56K 15,020 -28,069 -65%
XT
58
XTX Topco
Cayman Islands
$54.4K 14,573 +14,573 New
IAIM
59
International Assets Investment Management
Florida
$53.1K 197,985 +144,906 +273%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$45.9K 12,309 +103 +0.8%
HB
61
HTLF Bank
Colorado
$45.4K 12,170 – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$43K 11,540 -726 -6%
BLC
63
Brown, Lisle/Cummings
Rhode Island
$24.2K 6,500 – –
Jones Financial Companies
64
Jones Financial Companies
Missouri
$24.1K 6,539 +2,038 +45%
PBK
65
Peoples Bank (Kansas)
Kansas
$23.3K 6,241 – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$23.2K 6,230 -20,000 -76%
GRP
67
Global Retirement Partners
California
$20K 5,367 – –
BC
68
Barrett & Company
Rhode Island
$18.7K 5,000 – –
IA
69
IFP Advisors
Florida
$18.6K 4,979 -1,095 -18%
BCWM
70
Bartlett & Co Wealth Management
Ohio
$16.9K 4,500 – –
US Bancorp
71
US Bancorp
Minnesota
$13.1K 3,500 – –
SIC
72
Salem Investment Counselors
North Carolina
$11.6K 3,077 – –
CFD
73
Creative Financial Designs
Indiana
$10.4K 2,777 – –
GJWM
74
Gilliland Jeter Wealth Management
Arkansas
$9.88K 2,649 – –
KB
75
Kimelman & Baird
New York
$9.43K 2,529 – –
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3
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