PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

105 hedge funds and large institutions have $125M invested in Putnam Premier Income Trust in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
36
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$6.5M
2
SMH
2
Sanders Morris Harris
Texas
$692K
3
SFS
3
Shaker Financial Services
Virginia
$2.69M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$916K
2
Bank of America
2
Bank of America
North Carolina
$2.01M
3
SIA
3
Sit Investment Associates
Minnesota
$67.5M
4
AFS
4
Access Financial Services
Minnesota
$587K
5
Cohen & Steers
5
Cohen & Steers
New York
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$67.5M 14,492,317 -183,596 -1%
Morgan Stanley
2
Morgan Stanley
New York
$7.03M 1,508,155 +122,351 +9%
PPA
3
Parametric Portfolio Associates
Washington
$6.5M 1,393,776 +260,941 +23%
Invesco
4
Invesco
Georgia
$6.16M 1,322,355 -4,857 -0.4%
HWM
5
Howard Wealth Management
Connecticut
$3.35M 718,675 +28,005 +4%
RJA
6
Raymond James & Associates
Florida
$2.98M 640,073 +11,029 +2%
SFS
7
Shaker Financial Services
Virginia
$2.69M 576,327 +133,485 +30%
QCIG
8
Quad-Cities Investment Group
Iowa
$2.26M 485,732 -32,726 -6%
Bank of America
9
Bank of America
North Carolina
$2.01M 431,638 -203,411 -32%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.01M 430,369 +125,830 +41%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.66M 355,816 +42,560 +14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.54M 330,790 +4,920 +2%
AWM
13
Apollon Wealth Management
South Carolina
$1.09M 234,439 -265 -0.1%
BWM
14
BerganKDV Wealth Management
Minnesota
$1.03M 221,127 +92,039 +71%
Wells Fargo
15
Wells Fargo
California
$916K 196,546 -206,797 -51%
SCM
16
Sterneck Capital Management
Missouri
$812K 174,675 -14,594 -8%
UBS Group
17
UBS Group
Switzerland
$804K 172,701 +5,986 +4%
FFWM
18
Future Financial Wealth Management
Ohio
$778K 166,854 +16,696 +11%
SRC
19
Shufro Rose & Co
New York
$726K 155,800 -2,000 -1%
SMH
20
Sanders Morris Harris
Texas
$692K 148,490 +148,490 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$660K 141,614 +19,701 +16%
PHS
22
Pekin Hardy Strauss
Illinois
$641K 137,635 +114,250 +489%
MML Investors Services
23
MML Investors Services
Massachusetts
$635K 136,241 +13,515 +11%
AFS
24
Access Financial Services
Minnesota
$587K 126,037 -178,792 -59%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$518K 111,216 +3,700 +3%
1
2 3 4 5