PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

100 hedge funds and large institutions have $121M invested in Putnam Premier Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
35
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.4M
2
PPA
2
Parametric Portfolio Associates
Washington
$6.6M
3
SLWA
3
San Luis Wealth Advisors
California
$144K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.75M
5
SIA
5
Sit Investment Associates
Minnesota
$66.3M

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$0
2
PHS
2
Pekin Hardy Strauss
Illinois
$96K
3
Bank of America
3
Bank of America
North Carolina
$1.53M
4
SFS
4
Shaker Financial Services
Virginia
$2.21M
5
Stifel Financial
5
Stifel Financial
Missouri
$57K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$66.3M 14,518,116 +25,799 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$7.4M 1,618,539 +110,384 +7%
PPA
3
Parametric Portfolio Associates
Washington
$6.6M 1,444,413 +50,637 +4%
Invesco
4
Invesco
Georgia
$6.01M 1,314,684 -7,671 -0.6%
HWM
5
Howard Wealth Management
Connecticut
$3.36M 734,495 +15,820 +2%
RJA
6
Raymond James & Associates
Florida
$2.99M 653,488 +13,415 +2%
SFS
7
Shaker Financial Services
Virginia
$2.21M 483,343 -92,984 -16%
QCIG
8
Quad-Cities Investment Group
Iowa
$2.16M 472,760 -12,972 -3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.98M 432,507 +2,138 +0.5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.75M 382,117 +26,301 +7%
Bank of America
11
Bank of America
North Carolina
$1.53M 334,221 -97,417 -23%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.49M 326,438 -4,352 -1%
AWM
13
Apollon Wealth Management
South Carolina
$1.06M 232,397 -2,042 -0.9%
BWM
14
BerganKDV Wealth Management
Minnesota
$1.04M 227,897 +6,770 +3%
Wells Fargo
15
Wells Fargo
California
$787K 172,110 -24,436 -12%
FFWM
16
Future Financial Wealth Management
Ohio
$778K 166,854 – –
SCM
17
Sterneck Capital Management
Missouri
$764K 167,207 -7,468 -4%
SRC
18
Shufro Rose & Co
New York
$755K 165,300 +9,500 +6%
UBS Group
19
UBS Group
Switzerland
$748K 163,652 -9,049 -5%
SMH
20
Sanders Morris Harris
Texas
$679K 148,490 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$652K 142,670 +1,056 +0.7%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$572K 125,216 +14,000 +13%
MML Investors Services
23
MML Investors Services
Massachusetts
$570K 124,713 -11,528 -8%
CAN
24
Cetera Advisor Networks
California
$539K 117,941 +9,455 +9%
Osaic Holdings
25
Osaic Holdings
Arizona
$497K 109,107 +22,069 +25%
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