Level Four Advisory Services, LLC Putnam Premier Income Trust Transaction History

Level Four Advisory Services, LLC

$2.11 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$3.27 - $3.62 $234,161 - $259,224	-71,609 Reduced 85.69%	11,958 $42,000
Q1 2023 Jun 05, 2023	BUY	$3.53 - $3.9 $34,770 - $38,415	9,850 Added 13.36%	83,567 $297,000
Q4 2022 Feb 13, 2023	BUY	$3.51 - $3.76 $2,783 - $2,981	793 Added 1.09%	73,717 $267,000
Q4 2021 Feb 11, 2022	BUY	$4.24 - $4.61 $309,197 - $336,179	72,924 New	72,924 $311,000

Others Institutions Holding PPT

# of Institutions

94

Shares Held

33.6M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

19M
Shares

$71 Million
1.57% of portfolio
Allspring Global Investments Holdings, LLC

4.14M
Shares

$15.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.47M
Shares

$5.46 Million
0.0% of portfolio
Karpus Management, Inc. Pittsford, NY

1.07M
Shares

$3.97 Million
0.12% of portfolio
Invesco Ltd. Atlanta, GA

1.06M
Shares

$3.96 Million
0.0% 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...

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