PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

84 hedge funds and large institutions have $113M invested in Putnam Premier Income Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
20
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$8.6M
2
SIA
2
Sit Investment Associates
Minnesota
$61.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.64M
4
RJA
4
Raymond James & Associates
Florida
$1.77M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$157K

Top Sellers

1
VCM
1
Vivaldi Capital Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.63M
3
HWM
3
Howard Wealth Management
Connecticut
$160K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$49.2K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$10.5K – – –
CFD
77
Creative Financial Designs
Indiana
$9.78K +$9.78K +2,777 New
DAM
78
Delta Asset Management
Tennessee
$7.22K – – –
HCM
79
Highlander Capital Management
New Jersey
$4K – – –
GC
80
Gould Capital
Washington
$2.49K – – –
EWA
81
EverSource Wealth Advisors
Alabama
$1.37K – – –
ADL
82
Asset Dedication LLC
California
$1K – – –
WT
83
Whittier Trust
California
$491 – – –
NECFA
84
New England Capital Financial Advisors
Connecticut
$13 – – –
VCM
85
Vivaldi Capital Management
Illinois
– -$1.83M -514,705 Closed
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
– -$154K -43,281 Closed
AWM
87
AE Wealth Management
Kansas
– -$109K -30,512 Closed
Citadel Advisors
88
Citadel Advisors
Florida
– -$88.2K -24,767 Closed
HF
89
HRT Financial
New York
– -$84K -23,770 Closed
RFC
90
Regions Financial Corp
Alabama
– -$42K -11,900 Closed
HI
91
Harbour Investments
Wisconsin
– -$32K -9,000 Closed
BAM
92
Belpointe Asset Management
Nevada
– -$7.23K -2,031 Closed
ASN
93
Advisory Services Network
Georgia
– -$3.23K -908 Closed
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