PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $90.6M invested in Putnam Premier Income Trust in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
14
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$34.9M
2
OFG
2
OTA Financial Group
New York
$734K
3
AWM
3
Apollon Wealth Management
South Carolina
$526K
4
DJSG
4
D.J. St. Germain
Massachusetts
$237K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$802K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$3.97M
2
Invesco
2
Invesco
Georgia
$4.52M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$609K
4
CWP
4
Capital Wealth Planning
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$7.26M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$34.9M 7,369,343 +3,740,044 +103%
Wells Fargo
2
Wells Fargo
California
$7.26M 1,531,907 -82,785 -5%
Morgan Stanley
3
Morgan Stanley
New York
$6.73M 1,419,396 -30,523 -2%
AWM
4
Arbor Wealth Management
Florida
$5.07M 1,068,882 -41,744 -4%
Invesco
5
Invesco
Georgia
$4.52M 953,002 -267,295 -22%
RJA
6
Raymond James & Associates
Florida
$3.97M 838,456 -554,494 -40%
HWM
7
Howard Wealth Management
Connecticut
$3.3M 696,257 -37,535 -5%
Bank of America
8
Bank of America
North Carolina
$2.77M 584,031 -76,267 -12%
QCIG
9
Quad-Cities Investment Group
Iowa
$2.39M 503,168 -8,172 -2%
Cohen & Steers
10
Cohen & Steers
New York
$1.76M 371,600 – –
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.21M 255,166 -36,456 -13%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.13M 238,768 +10,651 +5%
UBS Group
13
UBS Group
Switzerland
$1.05M 221,252 -23,610 -10%
SCM
14
Sterneck Capital Management
Missouri
$1.01M 212,833 -3,811 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$802K 169,279 +27,245 +19%
Osaic Holdings
16
Osaic Holdings
Arizona
$761K 160,598 -10,609 -6%
OFG
17
OTA Financial Group
New York
$734K 155,032 +155,032 New
CAN
18
Cetera Advisor Networks
California
$693K 146,122 +882 +0.6%
SRC
19
Shufro Rose & Co
New York
$675K 142,300 -4,000 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$609K 128,367 -240,508 -65%
AWM
21
Apollon Wealth Management
South Carolina
$526K 110,955 +110,955 New
CFA
22
Cahill Financial Advisors
Minnesota
$397K 83,571 +180 +0.2%
MML Investors Services
23
MML Investors Services
Massachusetts
$388K 81,899 -36,218 -31%
PHS
24
Pekin Hardy Strauss
Illinois
$371K 78,235 – –
ACA
25
Ascension Capital Advisors
Texas
$370K 78,076 – –
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