PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

94 hedge funds and large institutions have $131M invested in Putnam Premier Income Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
23
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$77.9M
2
1CP
2
1607 Capital Partners
Virginia
$6.98M
3
EP
3
Essential Planning
New Hampshire
$817K
4
TW
4
Transform Wealth
Colorado
$560K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$384K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$303K
2
IAIM
2
International Assets Investment Management
Florida
$190K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.33M
4
KIM
4
Karpus Investment Management
New York
$3.19M
5
LCM
5
Landscape Capital Management
New Jersey
$198K
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
51
Gridiron Partners
Pennsylvania
$103K – – –
GHAM
52
Gilman Hill Asset Management
Connecticut
$101K +$8.9K +2,500 +10%
HF
53
HRT Financial
New York
$88K +$88K +24,792 New
UPS
54
UHLMANN PRICE SECURITIES
Illinois
$85.3K +$1.81K +507 +2%
OIA
55
OneDigital Investment Advisors
Kansas
$84.2K -$49.3K -13,860 -37%
RFA
56
Register Financial Advisors
Georgia
$83.8K +$1.78K +499 +2%
LCM
57
Lazari Capital Management
California
$79.9K – – –
Mariner
58
Mariner
Kansas
$71.7K -$2.79K -784 -4%
PGFC
59
Peapack-Gladstone Financial Corp
New Jersey
$67K -$17K -4,808 -20%
FAG
60
Fortitude Advisory Group
Washington
$63.7K – – –
SMH
61
Sanders Morris Harris
Texas
$54.4K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$53.5K – – –
Jones Financial Companies
63
Jones Financial Companies
Missouri
$48.8K +$25.6K +7,177 +110%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$47.3K +$47.3K +13,294 New
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$44.6K +$762 +214 +2%
WCM
66
Whitener Capital Management
North Carolina
$43.9K -$28.4K -7,970 -39%
HB
67
HTLF Bank
Colorado
$43.3K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$41.9K +$812 +228 +2%
SPF
69
South Plains Financial
Texas
$31.1K +$31.1K +8,750 New
BLC
70
Brown, Lisle/Cummings
Rhode Island
$23.1K – – –
PBK
71
Peoples Bank (Kansas)
Kansas
$22.2K – – –
BC
72
Barrett & Company
Rhode Island
$17.8K – – –
MCM
73
MAI Capital Management
Ohio
$17.8K +$17.8K +5,000 New
IA
74
IFP Advisors
Florida
$17.7K – – –
BCWM
75
Bartlett & Co Wealth Management
Ohio
$16.1K – – –
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3
4 5