Latest Institutional Transactions on Putnam Premier Income Trust (PPT)
This table provides information on the latest institutional transactions involving Putnam Premier Income Trust (PPT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.6K+ 23.5% |
$164K - $177K
|
250K
$925K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30- 0.89% |
$104 - $111
|
3.36K
$12.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 7.21% |
$388K - $417K
|
1.67M
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.78K+ 6.65% |
$9.57K - $10.3K
|
44.5K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
156KNew |
$538K - $579K
|
156K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.57K+ 19.51% |
$26.1K - $28.1K
|
46.4K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.94K+ 6.35% |
$20.5K - $22K
|
99.4K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9K- 10.66% |
$31.1K - $33.4K
|
75.4K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
36K+ 54.69% |
$124K - $134K
|
102K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.74M+ 11.91% |
$9.45M - $10.2M
|
25.7M
$95.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.33K+ 3.77% |
$14.9K - $16.1K
|
119K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46KNew |
$159K - $171K
|
46K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.76K+ 3.04% |
$19.9K - $21.4K
|
195K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35K+ 0.71% |
$4.65K - $5K
|
192K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
349+ 2.08% |
$1.2K - $1.29K
|
17.2K
$63.5K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-40K- 1.82% |
$138K - $148K
|
2.15M
$7.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-77.2K- 13.72% |
$266K - $286K
|
486K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
127KNew |
$437K - $470K
|
127K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-23.5K- 32.86% |
$81.2K - $87.3K
|
48.1K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
239+ 1.98% |
$825 - $887
|
12.3K
$45.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.3K+ 200.25% |
$153K - $164K
|
66.3K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
105K+ 577.5% |
$363K - $390K
|
123K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-217K- 18.63% |
$750K - $806K
|
949K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-50K- 50.0% |
$173K - $186K
|
50K
$185K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-36- 17.48% |
$124 - $134
|
170
$629
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.16K- 53.99% |
$3.99K - $4.29K
|
985
$3.64K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-527- 0.55% |
$1.82K - $1.96K
|
95.9K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.72K+ 3.61% |
$12.8K - $13.8K
|
107K
$395K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
18.4KNew |
$63.4K - $68.2K
|
18.4K
$68K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
663+ 0.96% |
$2.29K - $2.46K
|
69.4K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-204- 12.52% |
$704 - $757
|
1.43K
$5.28K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-6K- 4.56% |
$20.7K - $22.3K
|
126K
$465K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7- 0.02% |
$24.2 - $26
|
34K
$126K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.9K- 85.49% |
$65K - $70K
|
3.2K
$11.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
348+ 1.44% |
$1.2K - $1.29K
|
24.5K
$90.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
51.2KNew |
$177K - $190K
|
51.2K
$189K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.78K- 6.06% |
$26.8K - $28.9K
|
121K
$446K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-144- 0.16% |
$497 - $534
|
91.4K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.94K- 16.01% |
$34.3K - $36.9K
|
52.2K
$193K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.2K+ 66.5% |
$73.1K - $78.7K
|
53.1K
$196K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.49K+ 2.07% |
$5.15K - $5.54K
|
73.6K
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-285K- 7.57% |
$985K - $1.06M
|
3.49M
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.12K+ 1.34% |
$3.85K - $4.14K
|
84.4K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.13K+ 68.61% |
$28K - $30.2K
|
20K
$73.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 2.03% |
$20.7 - $22.3
|
302
$1.12K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.23K- 2.37% |
$7.7K - $8.28K
|
92.1K
$341K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.1K+ 2.15% |
$3.8K - $4.08K
|
52.3K
$193K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.3KNew |
$35.5K - $38.1K
|
10.3K
$38K
|