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 |
---|---|---|---|---|---|---|---|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 14589.52% |
$64K - $66K
|
18.2K
$66.3K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.39KNew |
$12K - $12.4K
|
3.39K
$12.3K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.3K- 23.76% |
$93.1K - $96K
|
84.4K
$307K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
864+ 112.79% |
$3.06K - $3.15K
|
1.63K
$5.93K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.83K+ 2.53% |
$10K - $10.3K
|
115K
$417K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.4K- 13.86% |
$108K - $111K
|
189K
$689K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58K+ 3.86% |
$205K - $212K
|
1.56M
$5.68M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.1KNew |
$78.2K - $80.7K
|
22.1K
$80.4K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 8.99% |
$55.7K - $57.5K
|
191K
$695K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.33K- 16.53% |
$11.8K - $12.2K
|
16.8K
$61.2K
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
229K+ 11.69% |
$812K - $837K
|
2.19M
$7.97M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.4K- 65.86% |
$72.3K - $74.5K
|
10.6K
$38.5K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
237+ 0.33% |
$839 - $865
|
71.6K
$261K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
313+ 2.66% |
$1.11K - $1.14K
|
12.1K
$44K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-74- 26.43% |
$262 - $270
|
206
$750
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
165+ 1.32% |
$584 - $602
|
12.7K
$46.2K
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-16.1K- 28.98% |
$57K - $58.8K
|
39.5K
$144K
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-44.5K- 4.96% |
$158K - $162K
|
852K
$3.1M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.09K- 1.15% |
$3.85K - $3.97K
|
93.5K
$340K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.1K- 38.18% |
$88.8K - $91.5K
|
40.6K
$148K
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.1M+ 5.05% |
$3.91M - $4.03M
|
23M
$83.7M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.75K+ 21.07% |
$23.9K - $24.6K
|
38.8K
$141K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.52K- 56.72% |
$30.2K - $31.1K
|
6.5K
$23.7K
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.89K- 4.04% |
$10.2K - $10.6K
|
68.8K
$250K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-35.2K- 5.88% |
$124K - $128K
|
563K
$2.05M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 13.39% |
$36K - $37.2K
|
65.9K
$240K
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-5.35K- 6.03% |
$18.9K - $19.5K
|
83.3K
$303K
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
26.5KNew |
$93.9K - $96.8K
|
26.5K
$96.6K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
500+ 1.21% |
$1.77K - $1.83K
|
41.7K
$152K
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
50K+ 100.0% |
$177K - $183K
|
100K
$364K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.3K+ 1.06% |
$43.4K - $44.8K
|
1.17M
$4.25M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.5K- 51.57% |
$83.1K - $85.7K
|
22.1K
$80.3K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.7K- 22.26% |
$130K - $134K
|
128K
$467K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
296New |
$1.05K - $1.08K
|
296
$1.08K
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.37K+ 1.34% |
$4.84K - $4.99K
|
103K
$375K
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2.6K- 2.45% |
$9.2K - $9.49K
|
103K
$376K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 15.88% |
$46.8K - $48.2K
|
96.4K
$351K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.75K- 22.29% |
$34.5K - $35.6K
|
34K
$124K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
87.5KNew |
$310K - $319K
|
87.5K
$319K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.87K+ 138.0% |
$24.3K - $25.1K
|
11.9K
$43.1K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.91K- 1.98% |
$6.75K - $6.96K
|
94.4K
$344K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-236- 0.38% |
$835 - $861
|
62.1K
$226K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
463+ 1.96% |
$1.64K - $1.69K
|
24.1K
$87.7K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.6K+ 32.65% |
$44.6K - $46K
|
51.2K
$186K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37New |
$131 - $135
|
37
$135
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.45K- 0.22% |
$29.9K - $30.9K
|
3.77M
$13.7M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-21.2K- 39.94% |
$75K - $77.4K
|
31.9K
$116K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.63K- 8.62% |
$30.6K - $31.5K
|
91.5K
$333K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
685+ 2.91% |
$2.42K - $2.5K
|
24.2K
$88.2K
|