Sowell Financial Services LLC Putnam Premier Income Trust Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$4.62 - $4.82 $19,251 - $20,084	-4,167 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$4.62 - $4.87 $18,891 - $19,913	4,089 Added 5242.31%	4,167 $20,000
Q4 2020 Jan 13, 2021	BUY	$4.37 - $4.68 $340 - $365	78 New	78 $0
Q1 2020 May 12, 2020	SELL	$3.78 - $5.66 $79,463 - $118,984	-21,022 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$5.22 - $5.53 $22,310 - $23,635	4,274 Added 25.52%	21,022 $114,000
Q3 2019 Nov 14, 2019	BUY	$5.17 - $5.32 $86,587 - $89,099	16,748 New	16,748 $88,000

Others Institutions Holding PPT

# of Institutions

95

Shares Held

34.1M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

20.2M
Shares

$70.7 Million
1.68% of portfolio
Allspring Global Investments Holdings, LLC

3.76M
Shares

$13.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.41M
Shares

$4.92 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

1.13M
Shares

$3.96 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.01M
Shares

$3.54 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...

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