PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

88 hedge funds and large institutions have $109M invested in Putnam Premier Income Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$61.6M
2
Creative Planning
2
Creative Planning
Kansas
$558K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$8.49M
4
SPIA
4
Steward Partners Investment Advisory
New York
$141K
5
KIM
5
Karpus Investment Management
New York
$3.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.53M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.41M
3
TW
3
Transform Wealth
Colorado
$435K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$568K
5
RJA
5
Raymond James & Associates
Florida
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$11.7K – – –
SIC
77
Salem Investment Counselors
North Carolina
$10.4K -$5.86K -1,736 -36%
CFD
78
Creative Financial Designs
Indiana
$9.3K – – –
HCM
79
Highlander Capital Management
New Jersey
$4K – – –
EC
80
Elequin Capital
New York
$3.49K +$3.49K +1,043 New
NS
81
NBC Securities
Alabama
$3K +$3K +1,000 New
GC
82
Gould Capital
Washington
$2.35K – – –
HI
83
Harbour Investments
Wisconsin
$2.35K +$2.35K +700 New
ADL
84
Asset Dedication LLC
California
$1K – – –
FIA
85
FNY Investment Advisers
New York
$1K +$1K +500 New
Comerica Bank
86
Comerica Bank
Texas
$771 +$771 +230 New
NECFA
87
New England Capital Financial Advisors
Connecticut
$13 – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$3 +$3 +1 New
BRWA
89
B. Riley Wealth Advisors
Florida
– -$44.3K -12,500 Closed
SLWA
90
San Luis Wealth Advisors
California
– -$43K -12,301 Closed
SMC
91
Smith, Moore & Co
Missouri
– -$38.4K -10,900 Closed
PHS
92
Pekin Hardy Strauss
Illinois
– -$37.2K -10,565 Closed
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
– -$10.5K -3,000 Closed
DAM
94
Delta Asset Management
Tennessee
– -$7.22K -2,050 Closed
EWA
95
EverSource Wealth Advisors
Alabama
– -$1.37K -388 Closed
WT
96
Whittier Trust
California
– -$491 -140 Closed
1 2 3
4