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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.6K- 36.26% |
$16.5K - $17.3K
|
8.09K
$29.3K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52.1K- 41.15% |
$187K - $195K
|
74.5K
$270K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
57.1K+ 55.22% |
$205K - $214K
|
160K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.71K+ 1.39% |
$9.74K - $10.2K
|
198K
$716K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.3KNew |
$109K - $114K
|
30.3K
$110K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.72K+ 5.75% |
$20.5K - $21.4K
|
105K
$381K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.1K- 9.63% |
$86.5K - $90.3K
|
226K
$818K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.11K- 1.77% |
$7.58K - $7.92K
|
117K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
157+ 1.27% |
$564 - $589
|
12.5K
$45.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 7.45% |
$4.59K - $4.79K
|
18.4K
$66.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 8.31% |
$499K - $521K
|
1.53M
$5.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.74K+ 28.65% |
$35K - $36.5K
|
43.7K
$158K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.94K- 2.05% |
$35.7K - $37.3K
|
476K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-97.2K- 4.52% |
$349K - $364K
|
2.05M
$7.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$3.59 - $3.75
|
78.6K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
200New |
$718 - $750
|
200
$724
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7K- 9.28% |
$25.1K - $26.3K
|
68.4K
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
69.8K+ 105.21% |
$251K - $262K
|
136K
$493K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.58M+ 6.15% |
$5.68M - $5.93M
|
27.3M
$98.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
147+ 86.47% |
$528 - $551
|
317
$1.15K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
909+ 1.96% |
$3.26K - $3.41K
|
47.3K
$171K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
28K+ 27.47% |
$100K - $105K
|
130K
$470K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
230K+ 24.2% |
$825K - $862K
|
1.18M
$4.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.3K- 74.56% |
$123K - $129K
|
11.7K
$42.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-127- 0.14% |
$456 - $476
|
91.2K
$330K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.1K+ 370.4% |
$86.4K - $90.3K
|
30.6K
$111K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$3.59 - $3.75
|
48.1K
$174K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.74K- 5.98% |
$20.6K - $21.5K
|
90.1K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
284+ 0.64% |
$1.02K - $1.07K
|
44.8K
$162K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
25.9K+ 24.29% |
$93.2K - $97.3K
|
133K
$481K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12KNew |
$43.1K - $45K
|
12K
$43.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
12KNew |
$43.1K - $45K
|
12K
$43.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
28KNew |
$100K - $105K
|
28K
$101K
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
676+ 0.97% |
$2.43K - $2.54K
|
70.1K
$254K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
355+ 1.45% |
$1.27K - $1.33K
|
24.8K
$89.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.4K+ 9.23% |
$51.7K - $54K
|
170K
$617K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.63KNew |
$9.42K - $9.84K
|
2.63K
$9.5K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
13KNew |
$46.7K - $48.8K
|
13K
$47.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 1.99% |
$21.5 - $22.5
|
308
$1.11K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
526+ 2.09% |
$1.89K - $1.97K
|
25.7K
$93K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-362- 0.69% |
$1.3K - $1.36K
|
51.8K
$187K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.3KNew |
$55K - $57.5K
|
15.3K
$55.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.1K+ 29.24% |
$130K - $135K
|
159K
$577K
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-12.9K- 15.27% |
$46.2K - $48.3K
|
71.5K
$259K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
529+ 2.14% |
$1.9K - $1.98K
|
25.3K
$91.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.38KNew |
$15.7K - $16.4K
|
4.38K
$15.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-147- 10.31% |
$528 - $551
|
1.28K
$4.63K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$23.7K - $24.8K
|
6.6K
$23.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.3K+ 4.33% |
$105K - $110K
|
707K
$2.56M
|
|