PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

89 hedge funds and large institutions have $136M invested in Putnam Premier Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
29
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.99M
2
1CP
1607 Capital Partners
Virginia
+$828K
3
RAM
Readystate Asset Management
Illinois
+$316K
4
Morgan Stanley
Morgan Stanley
New York
+$209K
5
PWAM
Papamarkou Wellner Asset Management
New York
+$180K

Top Sellers

1
EP
Essential Planning
New Hampshire
-$817K
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$384K
3
SFS
Shaker Financial Services
Virginia
-$303K
4
KIM
Karpus Investment Management
New York
-$161K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
NWMP
76
Noble Wealth Management PBC
Colorado
$8.42K +$8.42K +2,331 New
WA
77
WPG Advisers
Maryland
$5.88K +$3.12K +864 +113%
ANBT
78
American National Bank & Trust
Texas
$5.05K – – –
NS
79
NBC Securities
Alabama
$3K +$3K +999 +99,900%
GC
80
Gould Capital
Washington
$2.56K – – –
HI
81
Harbour Investments
Wisconsin
$2.53K – – –
CA
82
Continuum Advisory
Idaho
$2.51K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
RIL
84
Rothschild Investment LLC
Illinois
$2K – – –
CAM
85
Costello Asset Management
Pennsylvania
$1.07K +$1.07K +296 New
M
86
MOTCO
Texas
$751 – – –
Comerica Bank
87
Comerica Bank
Texas
$742 -$267 -74 -26%
MG
88
Mather Group
Illinois
$134 +$134 +37 New
SFG
89
Stonebridge Financial Group
Pennsylvania
$101 – – –
EP
90
Essential Planning
New Hampshire
– -$817K -226,850 Closed
Pathstone Holdings
91
Pathstone Holdings
New Jersey
– -$384K -107,909 Closed
SFS
92
Shaker Financial Services
Virginia
– -$303K -84,546 Closed
HF
93
HRT Financial
New York
– -$88K -24,792 Closed
PGFC
94
Peapack-Gladstone Financial Corp
New Jersey
– -$67K -18,941 Closed
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
– -$47.3K -13,294 Closed
WCM
96
Whitener Capital Management
North Carolina
– -$43.9K -12,330 Closed
AWM
97
Avior Wealth Management
Nebraska
– -$7.18K -2,016 Closed
FIA
98
FNY Investment Advisers
New York
– -$1K -500 Closed
DJSG
99
D.J. St. Germain
Massachusetts
– -$534 -150 Closed
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