Avantax Advisory Services, Inc. Putnam Premier Income Trust Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 22, 2021	SELL	$4.37 - $4.68 $218,548 - $234,051	-50,011 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$4.38 - $4.81 $219,048 - $240,552	50,011 New	50,011 $222,000
Q1 2020 Apr 30, 2020	SELL	$3.78 - $5.66 $389,003 - $582,476	-102,911 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$5.22 - $5.53 $537,195 - $569,097	102,911 New	102,911 $557,000

Others Institutions Holding PPT

# of Institutions

94

Shares Held

34M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

20.2M
Shares

$71.7 Million
1.68% of portfolio
Allspring Global Investments Holdings, LLC

3.76M
Shares

$13.4 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.41M
Shares

$4.99 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

1.13M
Shares

$4.02 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.01M
Shares

$3.59 Million
0.35% of portfolio

About PUTNAM PREMIER INCOME TRUST

Ticker PPT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Premier Income Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the public fixed income markets across the globe. The fund primarily invests in U.S. high-grade and high-yield bonds with an average credit quality o...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.