PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

98 hedge funds and large institutions have $76.4M invested in Putnam Premier Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
23
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.89M
2
SCM
Sterneck Capital Management
Missouri
+$901K
3
SIA
Sit Investment Associates
Minnesota
+$789K
4
Invesco
Invesco
Georgia
+$593K
5
HWM
Howard Wealth Management
Connecticut
+$484K

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$557K
2
MML Investors Services
MML Investors Services
Massachusetts
-$499K
3
BRWA
B. Riley Wealth Advisors
Florida
-$389K
4
IAMOG
Investors Asset Management of Georgia
Georgia
-$334K
5
Bank of America
Bank of America
North Carolina
-$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$16.5M +$789K +173,846 +5%
Wells Fargo
2
Wells Fargo
California
$7.33M +$196K +43,143 +3%
Morgan Stanley
3
Morgan Stanley
New York
$6.58M +$2.89M +636,988 +78%
RJA
4
Raymond James & Associates
Florida
$6.32M -$180K -39,746 -3%
Invesco
5
Invesco
Georgia
$5.54M +$593K +130,664 +12%
AWM
6
Arbor Wealth Management
Florida
$5.04M -$123K -27,159 -2%
HWM
7
Howard Wealth Management
Connecticut
$3.33M +$484K +106,720 +17%
Bank of America
8
Bank of America
North Carolina
$3M -$214K -47,129 -7%
QCIG
9
Quad-Cities Investment Group
Iowa
$2.32M +$75.1K +16,535 +3%
Cohen & Steers
10
Cohen & Steers
New York
$1.69M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.68M -$99.5K -21,912 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.32M +$36.4K +8,024 +3%
UBS Group
13
UBS Group
Switzerland
$1.11M -$61.8K -13,608 -5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.04M -$115K -25,307 -10%
SCM
15
Sterneck Capital Management
Missouri
$984K +$901K +198,436 +1,090%
Osaic Holdings
16
Osaic Holdings
Arizona
$752K +$752K +171,207 New
SRC
17
Shufro Rose & Co
New York
$664K -$13.6K -3,000 -2%
CAN
18
Cetera Advisor Networks
California
$659K -$76.9K -16,947 -10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$644K +$217K +47,776 +51%
MML Investors Services
20
MML Investors Services
Massachusetts
$536K -$499K -109,854 -48%
CWP
21
Capital Wealth Planning
Florida
$481K +$481K +105,920 New
CFA
22
Cahill Financial Advisors
Minnesota
$379K +$159 +35 +0%
PHS
23
Pekin Hardy Strauss
Illinois
$355K +$93.4K +20,575 +36%
ACA
24
Ascension Capital Advisors
Texas
$354K – – –
LPL Financial
25
LPL Financial
California
$333K -$36K -7,937 -10%
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