PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

88 hedge funds and large institutions have $109M invested in Putnam Premier Income Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$61.6M
2
Creative Planning
2
Creative Planning
Kansas
$558K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$8.49M
4
CFS
4
Commonwealth Financial Services
West Virginia
$135K
5
SPIA
5
Steward Partners Investment Advisory
New York
$141K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.53M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.41M
3
TW
3
Transform Wealth
Colorado
$435K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$568K
5
RJA
5
Raymond James & Associates
Florida
$1.53M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$61.6M 18,400,367 +951,747 +5%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.49M 2,534,182 +90,606 +4%
1CP
3
1607 Capital Partners
Virginia
$5.79M 1,728,494 +2,800 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$5.53M 1,651,493 -232,024 -12%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.41M 1,315,272 -134,596 -9%
KIM
6
Karpus Investment Management
New York
$3.73M 1,112,755 +22,620 +2%
Invesco
7
Invesco
Georgia
$3.55M 1,059,456 -28,941 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.6M 478,161 +11,165 +2%
RJA
9
Raymond James & Associates
Florida
$1.53M 455,489 -48,764 -10%
QCIG
10
Quad-Cities Investment Group
Iowa
$1.43M 428,032 -47,963 -10%
Bank of America
11
Bank of America
North Carolina
$615K 183,644 -11,647 -6%
SFS
12
Shaker Financial Services
Virginia
$573K 169,613 -5,901 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$568K 169,535 -67,105 -28%
Creative Planning
14
Creative Planning
Kansas
$558K 166,693 +149,417 +865%
FFWM
15
Future Financial Wealth Management
Ohio
$503K 150,119 -1,514 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$487K 145,311 -1,890 -1%
SRC
17
Shufro Rose & Co
New York
$465K 138,700 -15,000 -10%
TW
18
Transform Wealth
Colorado
$435K 128,800 -115,000 -47%
NA
19
NewEdge Advisors
Louisiana
$410K 122,300 -7,700 -6%
SCM
20
Sterneck Capital Management
Missouri
$399K 119,006 -5,000 -4%
MML Investors Services
21
MML Investors Services
Massachusetts
$377K 112,684 +109 +0.1%
OIM
22
Oder Investment Management
California
$375K 111,890 +841 +0.8%
UBS Group
23
UBS Group
Switzerland
$355K 106,094 +9,658 +10%
SMH
24
Sanders Morris Harris
Texas
$343K 102,490 – –
AWM
25
Apollon Wealth Management
South Carolina
$336K 100,188 +853 +0.9%
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