PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

87 hedge funds and large institutions have $125M invested in Putnam Premier Income Trust in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
24
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$75.3M
2
Invesco
2
Invesco
Georgia
$4.22M
3
POIA
3
Pin Oak Investment Advisors
Texas
$395K
4
LFAS
4
Level Four Advisory Services
Texas
$172K
5
SWP
5
Stratos Wealth Partners
Ohio
$272K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14M
2
LCM
2
Landscape Capital Management
New Jersey
$321K
3
KIM
3
Karpus Investment Management
New York
$3.52M
4
SCM
4
Sterneck Capital Management
Missouri
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.25M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$75.3M 20,187,771 +1,157,501 +6%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$14M 3,761,201 -383,000 -9%
Morgan Stanley
3
Morgan Stanley
New York
$5.25M 1,406,214 -58,831 -4%
Invesco
4
Invesco
Georgia
$4.22M 1,131,222 +68,392 +6%
1CP
5
1607 Capital Partners
Virginia
$3.77M 1,010,994 -2,400 -0.2%
KIM
6
Karpus Investment Management
New York
$3.52M 943,662 -121,676 -11%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.66M 714,222 -53,923 -7%
RJA
8
Raymond James & Associates
Florida
$1.47M 393,048 +1,061 +0.3%
QCIG
9
Quad-Cities Investment Group
Iowa
$1.15M 309,082 -12,045 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.11M 297,369 -36,542 -11%
SFS
11
Shaker Financial Services
Virginia
$985K 262,306 -54,717 -17%
Bank of America
12
Bank of America
North Carolina
$650K 174,151 -607 -0.3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$648K 173,789 -2,860 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$570K 152,770 +10,041 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$565K 151,500 +2,629 +2%
FFWM
16
Future Financial Wealth Management
Ohio
$498K 133,630 +7,382 +6%
SRC
17
Shufro Rose & Co
New York
$471K 131,700 – –
RP
18
Riverbridge Partners
Minnesota
$459K 123,155 +150 +0.1%
NA
19
NewEdge Advisors
Louisiana
$424K 113,700 -7,900 -6%
POIA
20
Pin Oak Investment Advisors
Texas
$395K 105,920 +46,135 +77%
IWC
21
Integrated Wealth Concepts
Massachusetts
$395K 105,776 +39 +0%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$379K 101,562 +3,719 +4%
AWM
23
Apollon Wealth Management
South Carolina
$368K 98,640 +851 +0.9%
UBS Group
24
UBS Group
Switzerland
$364K 97,630 +2,530 +3%
VBCG
25
Valley Brook Capital Group
Pennsylvania
$358K 95,984 +8,109 +9%
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