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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
598KNew |
$2.09M - $2.23M
|
598K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.18K+ 109.76% |
$25K - $26.8K
|
13.7K
$49.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.23K- 60.11% |
$11.3K - $12K
|
2.14K
$7.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18.7K+ 0.5% |
$65.2K - $69.7K
|
3.78M
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-7.39K- 7.7% |
$25.8K - $27.6K
|
88.6K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28New |
$97.7 - $104
|
28
$101
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
70.1KNew |
$245K - $261K
|
70.1K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.36K- 2.39% |
$8.22K - $8.78K
|
96.3K
$348K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 14.55% |
$37K - $39.6K
|
62.3K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-999- 99.9% |
$3.49K - $3.73K
|
1
$3.61
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
499+ 2.17% |
$1.74K - $1.86K
|
23.5K
$85K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.78K+ 6.31% |
$6.2K - $6.62K
|
29.9K
$108K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
77.8K+ 63.17% |
$272K - $290K
|
201K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.02KNew |
$7.04K - $7.52K
|
2.02K
$7.28K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59.1K- 8.28% |
$206K - $221K
|
655K
$2.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
156KNew |
$545K - $582K
|
156K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.5K+ 9.62% |
$8.73K - $9.33K
|
28.5K
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-7.97K- 39.26% |
$27.8K - $29.7K
|
12.3K
$44.5K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.4KNew |
$4.89K - $5.22K
|
1.4K
$5.05K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.84K- 3.7% |
$6.42K - $6.86K
|
47.9K
$173K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-9.35K- 7.0% |
$32.6K - $34.9K
|
124K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-24.4K- 7.89% |
$85.1K - $91K
|
285K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150New |
$524 - $560
|
150
$542
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-145K- 73.19% |
$506K - $540K
|
53.1K
$192K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 18.03% |
$3.89K - $4.08K
|
4.98K
$18K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.1K- 8.12% |
$7.45K - $7.83K
|
23.7K
$85.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.41K- 7.34% |
$26.3K - $27.6K
|
93.5K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-607- 0.35% |
$2.15K - $2.26K
|
174K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39+ 0.04% |
$138 - $145
|
106K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.98K+ 12.31% |
$17.7K - $18.6K
|
45.4K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$1.07K - $1.12K
|
300
$1.08K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.9K- 6.5% |
$28K - $29.5K
|
114K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.53K+ 2.66% |
$8.98K - $9.44K
|
97.6K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.1K- 65.14% |
$99.6K - $105K
|
15K
$54.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.18K+ 88.44% |
$32.6K - $34.3K
|
19.6K
$70.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58.8K- 4.02% |
$209K - $219K
|
1.41M
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-43- 17.27% |
$153 - $160
|
206
$744
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
47.8KNew |
$170K - $178K
|
47.8K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.63K+ 1.77% |
$9.33K - $9.81K
|
152K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.6KNew |
$51.7K - $54.4K
|
14.6K
$52.6K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.4K- 0.24% |
$8.52K - $8.95K
|
1.01M
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 16.66% |
$11.2K - $11.8K
|
15.8K
$56.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-122K- 11.42% |
$432K - $454K
|
944K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10K+ 7.04% |
$35.6K - $37.5K
|
153K
$551K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-875- 2.57% |
$3.11K - $3.26K
|
33.1K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
103+ 0.84% |
$366 - $384
|
12.3K
$44.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.16M+ 6.08% |
$4.11M - $4.32M
|
20.2M
$72.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-498- 2.32% |
$1.77K - $1.86K
|
20.9K
$75.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7K+ 39.92% |
$62.8K - $65.9K
|
62K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
46.1K+ 77.17% |
$164K - $172K
|
106K
$382K
|
|