PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

94 hedge funds and large institutions have $131M invested in Putnam Premier Income Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
23
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$77.9M
2
1CP
2
1607 Capital Partners
Virginia
$6.98M
3
EP
3
Essential Planning
New Hampshire
$817K
4
TW
4
Transform Wealth
Colorado
$560K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$384K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$303K
2
IAIM
2
International Assets Investment Management
Florida
$190K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.33M
4
KIM
4
Karpus Investment Management
New York
$3.19M
5
LCM
5
Landscape Capital Management
New Jersey
$198K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$12.5K – – –
SIC
77
Salem Investment Counselors
North Carolina
$11K – – –
CFD
78
Creative Financial Designs
Indiana
$9.89K – – –
KB
79
Kimelman & Baird
New York
$9K – – –
GRP
80
Global Retirement Partners
California
$7.62K -$11.5K -3,226 -60%
AWM
81
Avior Wealth Management
Nebraska
$7.18K +$7.18K +2,016 New
ANBT
82
American National Bank & Trust
Texas
$4.98K +$4.98K +1,400 New
WA
83
WPG Advisers
Maryland
$2.73K +$2.73K +766 New
GC
84
Gould Capital
Washington
$2.52K – – –
HI
85
Harbour Investments
Wisconsin
$2.49K – – –
CA
86
Continuum Advisory
Idaho
$2.48K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
RIL
88
Rothschild Investment LLC
Illinois
$1.97K – – –
FIA
89
FNY Investment Advisers
New York
$1K – – –
Comerica Bank
90
Comerica Bank
Texas
$997 +$263 +74 +36%
M
91
MOTCO
Texas
$740 – – –
DJSG
92
D.J. St. Germain
Massachusetts
$534 +$534 +150 New
SFG
93
Stonebridge Financial Group
Pennsylvania
$100 +$100 +28 New
NS
94
NBC Securities
Alabama
$3 -$3K -999 -100%
MAS
95
Meeder Advisory Services
Ohio
– -$77.7K -20,826 Closed
IWM
96
IHT Wealth Management
Illinois
– -$73K -19,566 Closed
SAG
97
SageView Advisory Group
California
– -$58.8K -15,761 Closed
XT
98
XTX Topco
Cayman Islands
– -$54.4K -14,573 Closed
GJWM
99
Gilliland Jeter Wealth Management
Arkansas
– -$9.88K -2,649 Closed
TRCT
100
Tower Research Capital (TRC)
New York
– -$1.12K -300 Closed
1 2 3
4
5