Personal Wealth Partners Putnam Premier Income Trust Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$4.51 - $4.74 $9,245 - $9,717	-2,050 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$4.62 - $4.82 $9,471 - $9,881	2,050 New	2,050 $10,000
Q1 2020 May 07, 2020	SELL	$3.78 - $5.66 $7,749 - $11,603	-2,050 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$5.05 - $5.24 $10,352 - $10,742	2,050 New	2,050 $11,000

Others Institutions Holding PPT

# of Institutions

90

Shares Held

33.4M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

20.4M
Shares

$73 Million
1.65% of portfolio
Allspring Global Investments Holdings, LLC

2.88M
Shares

$10.3 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.41M
Shares

$5.03 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.11M
Shares

$3.96 Million
0.32% of portfolio
Karpus Management, Inc. Pittsford, NY

1.07M
Shares

$3.8 Million
0.12% 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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