PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $127M invested in Putnam Premier Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
27
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
SIA
2
Sit Investment Associates
Minnesota
$70.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$356K
5
LCM
5
Landscape Capital Management
New Jersey
$360K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$3.99M
2
SMH
2
Sanders Morris Harris
Texas
$0
3
SFS
3
Shaker Financial Services
Virginia
$281K
4
Creative Planning
4
Creative Planning
Kansas
$329K
5
LFAS
5
Level Four Advisory Services
Texas
$42.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
76
Global Retirement Partners
California
$19.7K – – –
BC
77
Barrett & Company
Rhode Island
$17.9K – – –
BCWM
78
Bartlett & Co Wealth Management
Ohio
$16.4K – – –
BC
79
Bartlett & Co
Ohio
$16K – – –
US Bancorp
80
US Bancorp
Minnesota
$12.5K – – –
AF
81
Allworth Financial
California
$12.3K -$16.6K -4,654 -57%
SIC
82
Salem Investment Counselors
North Carolina
$11.1K – – –
CFD
83
Creative Financial Designs
Indiana
$9.91K – – –
TC
84
Truvestments Capital
Florida
$8.49K +$8.49K +2,379 New
LOIP
85
Live Oak Investment Partners
Texas
$8.34K – – –
HCM
86
Highlander Capital Management
New Jersey
$4.28K – – –
NS
87
NBC Securities
Alabama
$3K – – –
GC
88
Gould Capital
Washington
$2.53K – – –
HI
89
Harbour Investments
Wisconsin
$2.5K – – –
RIL
90
Rothschild Investment LLC
Illinois
$1.97K +$1.97K +553 New
PCMC
91
Planning Capital Management Corporation
Pennsylvania
$1.08K +$1.08K +303 New
FIA
92
FNY Investment Advisers
New York
$1K – – –
Comerica Bank
93
Comerica Bank
Texas
$618 -$204 -57 -25%
SMH
94
Sanders Morris Harris
Texas
– -$343K -102,490 Closed
DJYG
95
David J. Yvars Group
Florida
– -$85.6K -25,551 Closed
HF
96
HRT Financial
New York
– -$67K -20,214 Closed
FWM
97
Forza Wealth Management
Florida
– -$58.3K -17,410 Closed
FFA
98
First Foundation Advisors
California
– -$55.7K -16,625 Closed
MWM
99
Melfa Wealth Management
Massachusetts
– -$55.3K -16,500 Closed
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
– -$47.7K -14,231 Closed
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