PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

100 hedge funds and large institutions have $119M invested in Putnam Premier Income Trust in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
16
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$71.4M
2
SFS
2
Shaker Financial Services
Virginia
$3.04M
3
NA
3
NewEdge Advisors
Louisiana
$555K
4
LFAS
4
Level Four Advisory Services
Texas
$311K
5
WAM
5
Weiss Asset Management
Massachusetts
$287K

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.57M
2
HWM
2
Howard Wealth Management
Connecticut
$2.42M
3
QCIG
3
Quad-Cities Investment Group
Iowa
$1.49M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.54M
5
CAM
5
Cresset Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$71.4M 16,720,173 +2,202,057 +15%
Morgan Stanley
2
Morgan Stanley
New York
$6.74M 1,579,193 -39,346 -2%
PPA
3
Parametric Portfolio Associates
Washington
$6.01M 1,406,621 -37,792 -3%
Invesco
4
Invesco
Georgia
$4.57M 1,069,714 -244,970 -19%
SFS
5
Shaker Financial Services
Virginia
$3.04M 710,940 +227,597 +47%
RJA
6
Raymond James & Associates
Florida
$2.56M 600,358 -53,130 -8%
HWM
7
Howard Wealth Management
Connecticut
$2.42M 565,710 -168,785 -23%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.54M 359,776 -72,731 -17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.53M 358,763 -23,354 -6%
QCIG
10
Quad-Cities Investment Group
Iowa
$1.49M 348,700 -124,060 -26%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.43M 335,484 +9,046 +3%
Bank of America
12
Bank of America
North Carolina
$1.22M 284,585 -49,636 -15%
BWM
13
BerganKDV Wealth Management
Minnesota
$1.02M 238,165 +10,268 +5%
AWM
14
Apollon Wealth Management
South Carolina
$920K 215,421 -16,976 -7%
SRC
15
Shufro Rose & Co
New York
$763K 178,800 +13,500 +8%
SCM
16
Sterneck Capital Management
Missouri
$714K 167,207 – –
UBS Group
17
UBS Group
Switzerland
$710K 166,242 +2,590 +2%
FFWM
18
Future Financial Wealth Management
Ohio
$653K 152,886 -13,968 -8%
SMH
19
Sanders Morris Harris
Texas
$634K 148,490 – –
NA
20
NewEdge Advisors
Louisiana
$555K 129,916 +129,916 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$549K 128,595 -14,075 -10%
MML Investors Services
22
MML Investors Services
Massachusetts
$473K 110,710 -14,003 -11%
Wells Fargo
23
Wells Fargo
California
$434K 101,432 -70,678 -41%
Osaic Holdings
24
Osaic Holdings
Arizona
$411K 96,207 -12,900 -12%
CAN
25
Cetera Advisor Networks
California
$392K 91,826 -26,115 -22%
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