PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

89 hedge funds and large institutions have $136M invested in Putnam Premier Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
29
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.99M
2
1CP
1607 Capital Partners
Virginia
+$828K
3
RAM
Readystate Asset Management
Illinois
+$316K
4
Morgan Stanley
Morgan Stanley
New York
+$209K
5
PWAM
Papamarkou Wellner Asset Management
New York
+$180K

Top Sellers

1
EP
Essential Planning
New Hampshire
-$817K
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$384K
3
SFS
Shaker Financial Services
Virginia
-$303K
4
KIM
Karpus Investment Management
New York
-$161K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
51
Register Financial Advisors
Georgia
$87.5K +$2.47K +685 +3%
OIA
52
OneDigital Investment Advisors
Kansas
$87K +$1.67K +463 +2%
LCM
53
Lazari Capital Management
California
$81K – – –
Baird Financial Group
54
Baird Financial Group
Wisconsin
$79.8K +$79.8K +22,097 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$79.6K -$84.8K -23,485 -52%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$65.6K +$16.2K +4,499 +33%
FAG
57
Fortitude Advisory Group
Washington
$63.5K – – –
Mariner
58
Mariner
Kansas
$60.7K -$12K -3,329 -17%
SMH
59
Sanders Morris Harris
Texas
$55.9K – – –
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$44.5K +$579 +165 +1%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$43.6K +$1.13K +313 +3%
IA
62
IFP Advisors
Florida
$42.8K +$24.8K +6,871 +138%
Citadel Advisors
63
Citadel Advisors
Florida
$38.2K -$73.7K -20,413 -66%
SPF
64
South Plains Financial
Texas
$31.6K – – –
GWM
65
Geneos Wealth Management
Colorado
$24.5K +$24.5K +3,389 New
SPIA
66
Steward Partners Investment Advisory
New York
$23.5K -$30.8K -8,520 -57%
BLC
67
Brown, Lisle/Cummings
Rhode Island
$23.5K – – –
PBK
68
Peoples Bank (Kansas)
Kansas
$22.5K – – –
MCM
69
MAI Capital Management
Ohio
$18.1K – – –
BC
70
Barrett & Company
Rhode Island
$18.1K – – –
BCWM
71
Bartlett & Co Wealth Management
Ohio
$16.2K – – –
US Bancorp
72
US Bancorp
Minnesota
$12.6K – – –
SIC
73
Salem Investment Counselors
North Carolina
$11.1K – – –
CFD
74
Creative Financial Designs
Indiana
$10K – – –
KB
75
Kimelman & Baird
New York
$9.13K – – –
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3
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