PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

84 hedge funds and large institutions have $113M invested in Putnam Premier Income Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
20
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$8.6M
2
SIA
2
Sit Investment Associates
Minnesota
$61.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.64M
4
RJA
4
Raymond James & Associates
Florida
$1.77M
5
LCM
5
Lazari Capital Management
California
$94.7K

Top Sellers

1
VCM
1
Vivaldi Capital Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.63M
3
HWM
3
Howard Wealth Management
Connecticut
$160K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$49.2K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$833K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$61.4M 17,448,620 +350,561 +2%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.6M 2,443,576 +1,128,381 +86%
Morgan Stanley
3
Morgan Stanley
New York
$6.63M 1,883,517 -238,435 -11%
1CP
4
1607 Capital Partners
Virginia
$6.07M 1,725,694 – –
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.1M 1,449,868 -52,650 -4%
KIM
6
Karpus Investment Management
New York
$3.84M 1,090,135 -29,020 -3%
Invesco
7
Invesco
Georgia
$3.83M 1,088,397 -65,868 -6%
RJA
8
Raymond James & Associates
Florida
$1.77M 504,253 +43,028 +9%
QCIG
9
Quad-Cities Investment Group
Iowa
$1.68M 475,995 -12,181 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.64M 466,996 +55,266 +13%
BWM
11
BerganKDV Wealth Management
Minnesota
$910K 258,613 +1,848 +0.7%
TW
12
Transform Wealth
Colorado
$865K 243,800 -27,400 -10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$833K 236,640 -98,659 -29%
Bank of America
14
Bank of America
North Carolina
$687K 195,291 -41,579 -18%
SFS
15
Shaker Financial Services
Virginia
$621K 175,514 -89,181 -34%
SRC
16
Shufro Rose & Co
New York
$541K 153,700 -3,500 -2%
FFWM
17
Future Financial Wealth Management
Ohio
$534K 151,633 +4,508 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$518K 147,201 -7,698 -5%
NA
19
NewEdge Advisors
Louisiana
$458K 130,000 -400 -0.3%
SCM
20
Sterneck Capital Management
Missouri
$437K 124,006 -1,197 -1%
MML Investors Services
21
MML Investors Services
Massachusetts
$396K 112,575 +15,145 +16%
OIM
22
Oder Investment Management
California
$391K 111,049 -1,251 -1%
SMH
23
Sanders Morris Harris
Texas
$361K 102,490 – –
AWM
24
Apollon Wealth Management
South Carolina
$350K 99,335 +826 +0.8%
UBS Group
25
UBS Group
Switzerland
$339K 96,436 -15,835 -14%
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