PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

94 hedge funds and large institutions have $131M invested in Putnam Premier Income Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
23
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$77.9M
2
1CP
2
1607 Capital Partners
Virginia
$6.98M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.13M
4
EP
4
Essential Planning
New Hampshire
$817K
5
TW
5
Transform Wealth
Colorado
$560K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$303K
2
IAIM
2
International Assets Investment Management
Florida
$190K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.33M
4
KIM
4
Karpus Investment Management
New York
$3.19M
5
LCM
5
Landscape Capital Management
New Jersey
$198K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$77.9M 21,876,912 +1,689,141 +8%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$13.5M 3,779,876 +18,675 +0.5%
1CP
3
1607 Capital Partners
Virginia
$6.98M 1,961,373 +950,379 +94%
Morgan Stanley
4
Morgan Stanley
New York
$5.35M 1,502,522 +96,308 +7%
Invesco
5
Invesco
Georgia
$4.11M 1,154,335 +23,113 +2%
KIM
6
Karpus Investment Management
New York
$3.19M 896,835 -46,827 -5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.33M 655,078 -59,144 -8%
Raymond James Financial
8
Raymond James Financial
Florida
$2.13M 597,849 +597,849 New
QCIG
9
Quad-Cities Investment Group
Iowa
$1.01M 284,691 -24,391 -8%
EP
10
Essential Planning
New Hampshire
$817K 226,850 +226,850 New
Bank of America
11
Bank of America
North Carolina
$782K 219,685 +45,534 +26%
Osaic Holdings
12
Osaic Holdings
Arizona
$750K 210,755 +57,985 +38%
RP
13
Riverbridge Partners
Minnesota
$715K 200,954 +77,799 +63%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$624K 175,069 +23,569 +16%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$588K 165,071 -8,718 -5%
TW
16
Transform Wealth
Colorado
$560K 156,049 +156,049 New
SRC
17
Shufro Rose & Co
New York
$469K 131,700 – –
FFWM
18
Future Financial Wealth Management
Ohio
$442K 124,282 -9,348 -7%
IWC
19
Integrated Wealth Concepts
Massachusetts
$398K 111,817 +6,041 +6%
POIA
20
Pin Oak Investment Advisors
Texas
$395K 105,920 – –
NA
21
NewEdge Advisors
Louisiana
$394K 110,700 -3,000 -3%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$384K 107,909 +107,909 New
IA
23
Intellus Advisors
Florida
$362K 101,744 +101,744 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$356K 100,129 -1,433 -1%
AWM
25
Apollon Wealth Management
South Carolina
$343K 96,285 -2,355 -2%
1
2 3 4 5