PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

85 hedge funds and large institutions have $144M invested in Putnam Premier Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
28
Reduced
23
Closed
11
Calls
–
Puts
$20K
Net Calls
-$20K
Net Calls Change
-$20K

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$10M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$573K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$465K
4
Morgan Stanley
Morgan Stanley
New York
+$413K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$386K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.08M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.05M
3
Invesco
Invesco
Georgia
-$797K
4
FFWM
Future Financial Wealth Management
Ohio
-$469K
5
RAM
Readystate Asset Management
Illinois
-$316K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$94.4M +$10M +2,738,214 +12%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$12.8M -$1.05M -285,495 -8%
1CP
3
1607 Capital Partners
Virginia
$7.89M -$147K -39,953 -2%
Morgan Stanley
4
Morgan Stanley
New York
$6.14M +$413K +112,438 +7%
Invesco
5
Invesco
Georgia
$3.48M -$797K -217,286 -19%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.49M +$70.3K +19,161 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$1.78M -$283K -77,177 -14%
QCIG
8
Quad-Cities Investment Group
Iowa
$1.06M +$2.6K +708 +0.2%
RP
9
Riverbridge Partners
Minnesota
$856K +$21.4K +5,839 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$721K -$42.6K -11,970 -6%
Bank of America
11
Bank of America
North Carolina
$716K +$21.1K +5,756 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$705K +$4.95K +1,349 +0.7%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$573K +$573K +156,049 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$465K +$465K +126,642 New
SRC
15
Shufro Rose & Co
New York
$454K -$21.7K -6,000 -5%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$453K +$386K +105,192 +578%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$442K -$28.5K -7,778 -6%
IWC
18
Integrated Wealth Concepts
Massachusetts
$437K +$15.9K +4,327 +4%
IA
19
Intellus Advisors
Florida
$392K +$13.7K +3,720 +4%
UBS Group
20
UBS Group
Switzerland
$374K +$132K +36,028 +55%
POIA
21
Pin Oak Investment Advisors
Texas
$372K – – –
MML Investors Services
22
MML Investors Services
Massachusetts
$365K +$21.8K +5,938 +6%
LPL Financial
23
LPL Financial
California
$352K -$1.93K -527 -0.5%
AWM
24
Apollon Wealth Management
South Carolina
$338K -$8.2K -2,233 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$335K -$528 -144 -0.2%
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