PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

98 hedge funds and large institutions have $118M invested in Putnam Premier Income Trust in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
25
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$4.34M
2
SIA
2
Sit Investment Associates
Minnesota
$62.3M
3
KIM
3
Karpus Investment Management
New York
$4.07M
4
SFS
4
Shaker Financial Services
Virginia
$902K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.44M
2
HWM
2
Howard Wealth Management
Connecticut
$819K
3
RJA
3
Raymond James & Associates
Florida
$1.71M
4
SMH
4
Sanders Morris Harris
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$803K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$62.3M 17,175,182 +876,923 +5%
Morgan Stanley
2
Morgan Stanley
New York
$8.44M 2,324,937 -608,009 -21%
1CP
3
1607 Capital Partners
Virginia
$6.81M 1,876,594 +100,100 +6%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.8M 1,321,931 +148,970 +13%
Invesco
5
Invesco
Georgia
$4.46M 1,228,955 -32,341 -3%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$4.34M 1,195,557 +1,157,163 +3,014%
KIM
7
Karpus Investment Management
New York
$4.07M 1,120,519 +275,358 +33%
VCM
8
Vivaldi Capital Management
Illinois
$3.38M 907,463 +74,947 +9%
RJA
9
Raymond James & Associates
Florida
$1.71M 471,016 -148,146 -24%
QCIG
10
Quad-Cities Investment Group
Iowa
$1.61M 442,532 +106,843 +32%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.24M 341,315 -3,856 -1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.09M 299,606 -59 -0%
BWM
13
BerganKDV Wealth Management
Minnesota
$913K 251,620 +8,544 +4%
SFS
14
Shaker Financial Services
Virginia
$902K 246,804 +174,558 +242%
HWM
15
Howard Wealth Management
Connecticut
$819K 225,540 -445,360 -66%
Bank of America
16
Bank of America
North Carolina
$803K 221,229 -59,547 -21%
SRC
17
Shufro Rose & Co
New York
$571K 157,200 -9,300 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$528K 145,297 +924 +0.6%
FFWM
19
Future Financial Wealth Management
Ohio
$481K 132,520 +42 +0%
NA
20
NewEdge Advisors
Louisiana
$471K 129,800 -1,600 -1%
SCM
21
Sterneck Capital Management
Missouri
$454K 125,203 -20,928 -14%
Walleye Capital
22
Walleye Capital
New York
$407K 112,213 +112,213 New
UBS Group
23
UBS Group
Switzerland
$402K 110,848 -24,776 -18%
OIM
24
Oder Investment Management
California
$401K 110,399 -2,210 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$391K 107,582 +25,460 +31%
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