PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $127M invested in Putnam Premier Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
27
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
SIA
2
Sit Investment Associates
Minnesota
$70.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$356K
5
LCM
5
Landscape Capital Management
New Jersey
$360K

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$3.99M
2
SMH
2
Sanders Morris Harris
Texas
$0
3
SFS
3
Shaker Financial Services
Virginia
$281K
4
Creative Planning
4
Creative Planning
Kansas
$329K
5
LFAS
5
Level Four Advisory Services
Texas
$42.7K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$70.7M 19,792,543 +1,392,176 +8%
Morgan Stanley
2
Morgan Stanley
New York
$11.1M 3,099,508 +1,448,015 +88%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10.3M 2,882,464 +348,282 +14%
1CP
4
1607 Capital Partners
Virginia
$6.2M 1,735,894 +7,400 +0.4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.99M 1,118,433 -196,839 -15%
Invesco
6
Invesco
Georgia
$3.9M 1,091,916 +32,460 +3%
KIM
7
Karpus Investment Management
New York
$3.81M 1,066,215 -46,540 -4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.69M 473,657 -4,504 -0.9%
RJA
9
Raymond James & Associates
Florida
$1.6M 448,422 -7,067 -2%
QCIG
10
Quad-Cities Investment Group
Iowa
$1.37M 380,504 -47,528 -11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$641K 179,645 +10,110 +6%
Bank of America
12
Bank of America
North Carolina
$630K 176,548 -7,096 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$540K 151,079 +5,768 +4%
FFWM
14
Future Financial Wealth Management
Ohio
$534K 149,715 -404 -0.3%
TW
15
Transform Wealth
Colorado
$470K 131,600 +2,800 +2%
SRC
16
Shufro Rose & Co
New York
$465K 138,700 – –
NA
17
NewEdge Advisors
Louisiana
$453K 125,600 +3,300 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$427K 119,640 +6,956 +6%
UBS Group
19
UBS Group
Switzerland
$418K 117,010 +10,916 +10%
SCM
20
Sterneck Capital Management
Missouri
$413K 115,702 -3,304 -3%
AWM
21
Apollon Wealth Management
South Carolina
$361K 101,102 +914 +0.9%
LCM
22
Landscape Capital Management
New Jersey
$360K 100,850 +73,297 +266%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$356K 99,762 +88,290 +770%
Creative Planning
24
Creative Planning
Kansas
$329K 92,156 -74,537 -45%
OIM
25
Oder Investment Management
California
$296K 82,826 -29,064 -26%
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