PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

100 hedge funds and large institutions have $121M invested in Putnam Premier Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
35
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.4M
2
PPA
2
Parametric Portfolio Associates
Washington
$6.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.75M
4
SIA
4
Sit Investment Associates
Minnesota
$66.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$497K

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$0
2
PHS
2
Pekin Hardy Strauss
Illinois
$96K
3
Bank of America
3
Bank of America
North Carolina
$1.53M
4
SFS
4
Shaker Financial Services
Virginia
$2.21M
5
Stifel Financial
5
Stifel Financial
Missouri
$57K
Name Market Value Shares Shares
Change 		Shares
Change %
GLLW
76
Graves Light Lenhart Wealth
Virginia
$43K 9,500 – –
APA
77
American Portfolios Advisors
New York
$37K 8,100 +1,500 +23%
Citigroup
78
Citigroup
New York
$33K 7,041 +292 +4%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$27K 5,929 -1,210 -17%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$23.2K 5,057 – –
BC
81
Bartlett & Co
Ohio
$23K 5,057 – –
SIC
82
Salem Investment Counselors
North Carolina
$22K 4,813 – –
SWM
83
Spire Wealth Management
Virginia
$17K 3,783 +63 +2%
US Bancorp
84
US Bancorp
Minnesota
$16K 3,500 – –
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$13K 3,000 – –
GWM
86
Geneos Wealth Management
Colorado
$10K 2,215 – –
DAM
87
Delta Asset Management
Tennessee
$9K 2,050 – –
CFGS
88
Concourse Financial Group Securities
Alabama
$9K 2,000 +2,000 New
SW
89
SVB Wealth
Massachusetts
$6K 1,516 – –
HCM
90
Highlander Capital Management
New Jersey
$5K 1,199 – –
CCM
91
Covington Capital Management
California
$5K 1,000 – –
LWM
92
Liberty Wealth Management
California
$5K 1,125 +1,120 +22,400%
AWA
93
Arkadios Wealth Advisors
Georgia
$3K 669 -6,315 -90%
CFA
94
Carroll Financial Associates
North Carolina
$3K 750 – –
ACM
95
Antonetti Capital Management
Florida
$3K 550 +550 New
ADL
96
Asset Dedication LLC
California
$2K 330 – –
WT
97
Whittier Trust
California
$1K 140 – –
COCM
98
Charter Oak Capital Management
New Hampshire
$1K 171 +3 +2%
AFS
99
Access Financial Services
Minnesota
– – -126,037 Closed
SB
100
Simmons Bank
Arkansas
– – -28,232 Closed
1 2 3
4
5