PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

89 hedge funds and large institutions have $136M invested in Putnam Premier Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
29
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.99M
2
1CP
1607 Capital Partners
Virginia
+$828K
3
RAM
Readystate Asset Management
Illinois
+$316K
4
Morgan Stanley
Morgan Stanley
New York
+$209K
5
PWAM
Papamarkou Wellner Asset Management
New York
+$180K

Top Sellers

1
EP
Essential Planning
New Hampshire
-$817K
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$384K
3
SFS
Shaker Financial Services
Virginia
-$303K
4
KIM
Karpus Investment Management
New York
-$161K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$83M +$3.99M +1,104,572 +5%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$13.6M -$30.5K -8,454 -0.2%
1CP
3
1607 Capital Partners
Virginia
$7.91M +$828K +229,277 +12%
Morgan Stanley
4
Morgan Stanley
New York
$5.63M +$209K +57,971 +4%
Invesco
5
Invesco
Georgia
$4.21M +$44.3K +12,266 +1%
KIM
6
Karpus Investment Management
New York
$3.08M -$161K -44,519 -5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.38M +$11.2K +3,108 +0.5%
Raymond James Financial
8
Raymond James Financial
Florida
$2.03M -$127K -35,154 -6%
QCIG
9
Quad-Cities Investment Group
Iowa
$1.04M +$11.7K +3,229 +1%
RP
10
Riverbridge Partners
Minnesota
$821K +$95.7K +26,501 +13%
Osaic Holdings
11
Osaic Holdings
Arizona
$774K +$13.3K +3,672 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$689K +$56.8K +15,743 +9%
Bank of America
13
Bank of America
North Carolina
$683K -$110K -30,442 -14%
TW
14
Transform Wealth
Colorado
$563K – – –
FFWM
15
Future Financial Wealth Management
Ohio
$480K +$30.9K +8,564 +7%
SRC
16
Shufro Rose & Co
New York
$475K – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$463K -$133K -36,739 -22%
IWC
18
Integrated Wealth Concepts
Massachusetts
$414K +$10.2K +2,833 +3%
IA
19
Intellus Advisors
Florida
$372K +$4.93K +1,366 +1%
POIA
20
Pin Oak Investment Advisors
Texas
$372K -$9.36K -2,600 -2%
PWAM
21
Papamarkou Wellner Asset Management
New York
$359K +$180K +50,000 +100%
LPL Financial
22
LPL Financial
California
$348K +$47.7K +13,212 +16%
AWM
23
Apollon Wealth Management
South Carolina
$341K -$6.88K -1,906 -2%
MML Investors Services
24
MML Investors Services
Massachusetts
$338K -$3.93K -1,088 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$330K -$31.1K -8,632 -9%
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