PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

93 hedge funds and large institutions have $113M invested in Putnam Premier Income Trust in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
26
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.1M
2
1CP
1607 Capital Partners
Virginia
$6.51M
3
SIA
Sit Investment Associates
Minnesota
$57.5M
4
VCM
Vivaldi Capital Management
Illinois
$2.67M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.52M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$243K
2
Bank of America
Bank of America
North Carolina
$1.22M
3
AWM
Apollon Wealth Management
South Carolina
$414K
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$27K +$16K +4,335 +145%
GWM
77
Geneos Wealth Management
Colorado
$26K – – –
SWM
78
SeaCrest Wealth Management
New York
$23K +$23K +6,000 New
GRP
79
Global Retirement Partners
California
$20K – – –
SIC
80
Salem Investment Counselors
North Carolina
$18K – – –
BCWM
81
Bartlett & Co Wealth Management
Ohio
$17.2K -$983 -257 -5%
BC
82
Bartlett & Co
Ohio
$17K -$971 -257 -5%
SWM
83
Spire Wealth Management
Virginia
$15K +$296 +79 +2%
US Bancorp
84
US Bancorp
Minnesota
$13K – – –
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$11K – – –
CFGS
86
Concourse Financial Group Securities
Alabama
$8K – – –
HCM
87
Highlander Capital Management
New Jersey
$5K – – –
VRM
88
Vectors Research Management
New York
$4K +$4K +1,000 New
GC
89
Gould Capital
Washington
$3K – – –
ACM
90
Antonetti Capital Management
Florida
$2K – – –
WT
91
Whittier Trust
California
$1K – – –
COCM
92
Charter Oak Capital Management
New Hampshire
$1K +$22 +4 +2%
IAIM
93
International Assets Investment Management
Florida
$81 – – –
HighTower Advisors
94
HighTower Advisors
Illinois
– -$279K -70,052 Closed
LSC
95
Logan Stone Capital
Illinois
– -$139K -34,894 Closed
SLWA
96
San Luis Wealth Advisors
California
– -$135K -31,500 Closed
PFS
97
Prospera Financial Services
Texas
– -$78K -19,500 Closed
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
– -$72K -18,100 Closed
JF
99
Jump Financial
Illinois
– -$48K -11,900 Closed
BS
100
Boenning & Scattergood
Pennsylvania
– -$40K -10,117 Closed
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4
5