PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

98 hedge funds and large institutions have $118M invested in Putnam Premier Income Trust in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
25
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$4.34M
2
SIA
2
Sit Investment Associates
Minnesota
$62.3M
3
KIM
3
Karpus Investment Management
New York
$4.07M
4
SFS
4
Shaker Financial Services
Virginia
$902K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.44M
2
HWM
2
Howard Wealth Management
Connecticut
$819K
3
RJA
3
Raymond James & Associates
Florida
$1.71M
4
SMH
4
Sanders Morris Harris
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$803K
Name Market Value Shares Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$32.7K 9,000 -1,246 -12%
IA
77
IFP Advisors
Florida
$29K 5,957 +86 +1%
BLC
78
Brown, Lisle/Cummings
Rhode Island
$27.2K 7,500 – –
BC
79
Barrett & Company
Rhode Island
$26.3K 7,250 – –
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$26K 7,272 +91 +1%
GRP
81
Global Retirement Partners
California
$19.5K 5,367 – –
SIC
82
Salem Investment Counselors
North Carolina
$17.7K 4,839 +26 +0.5%
BC
83
Bartlett & Co
Ohio
$17K 4,500 – –
BCWM
84
Bartlett & Co Wealth Management
Ohio
$16.5K 4,500 – –
US Bancorp
85
US Bancorp
Minnesota
$12.7K 3,500 – –
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$10.9K 3,000 – –
DAM
87
Delta Asset Management
Tennessee
$7.44K 2,050 +2,050 New
BAM
88
Belpointe Asset Management
Nevada
$7.37K 2,031 +2,031 New
HCM
89
Highlander Capital Management
New Jersey
$4K 1,199 – –
MCC
90
Money Concepts Capital
Florida
$3.25K 895 +895 New
ASN
91
Advisory Services Network
Georgia
$3.23K 889 +889 New
GC
92
Gould Capital
Washington
$2.57K 708 – –
EWA
93
EverSource Wealth Advisors
Alabama
$1.41K 388 – –
ADL
94
Asset Dedication LLC
California
$1K 330 – –
WT
95
Whittier Trust
California
$508 140 – –
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$41 11,268 +133 +1%
NECFA
97
New England Capital Financial Advisors
Connecticut
$13 4 +4 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$4 1 +1 New
SMH
99
Sanders Morris Harris
Texas
– – -148,490 Closed
CAM
100
Cresset Asset Management
Illinois
– – -47,000 Closed
1 2 3
4
5