Spire Wealth Management Putnam Premier Income Trust Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	BUY	$3.71 - $4.03 $293 - $318	79 Added 2.01%	4,002 $15,000
Q1 2022 Apr 18, 2022	BUY	$3.83 - $4.39 $283 - $324	74 Added 1.92%	3,923 $16,000
Q4 2021 Jan 14, 2022	BUY	$4.24 - $4.61 $279 - $304	66 Added 1.74%	3,849 $16,000
Q3 2021 Oct 22, 2021	BUY	$4.51 - $4.74 $284 - $298	63 Added 1.69%	3,783 $17,000
Q2 2021 Jul 26, 2021	BUY	$4.62 - $4.82 $277 - $289	60 Added 1.64%	3,720 $17,000
Q1 2021 May 21, 2021	BUY	$4.62 - $4.87 $16,909 - $17,824	3,660 New	3,660 $18,000

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

$70.9 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

$4.94 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

1.13M
Shares

$3.97 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.01M
Shares

$3.55 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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