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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.12K+ 1.34% |
$3.85K - $4.14K
|
84.4K
$303K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-285K- 7.57% |
$985K - $1.06M
|
3.49M
$12.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.23K- 2.37% |
$7.7K - $8.28K
|
92.1K
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 2.03% |
$20.7 - $22.3
|
302
$1.08K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.13K+ 68.61% |
$28K - $30.2K
|
20K
$71.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.1K+ 2.15% |
$3.8K - $4.08K
|
52.3K
$188K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.3KNew |
$35.5K - $38.1K
|
10.3K
$36.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.39KNew |
$4.81K - $5.17K
|
1.39K
$5K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-128K- 96.24% |
$441K - $474K
|
5K
$18K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41.5KNew |
$143K - $154K
|
41.5K
$149K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 2.91% |
$66.1K - $71.1K
|
677K
$2.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
521+ 2.15% |
$1.8K - $1.93K
|
24.8K
$88.9K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150New |
$518 - $557
|
150
$539
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
5.84K+ 2.57% |
$20.1K - $21.7K
|
233K
$838K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
708+ 0.25% |
$2.44K - $2.63K
|
289K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
PUT |
547KNew |
$1.89M - $2.03M
|
547K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.5K+ 22.81% |
$22.4K - $24.1K
|
35K
$126K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-838- 2.63% |
$2.89K - $3.11K
|
31.1K
$112K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
696+ 2.9% |
$2.46K - $2.54K
|
24.7K
$88.5K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 14589.52% |
$64K - $66K
|
18.2K
$65.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.39KNew |
$12K - $12.4K
|
3.39K
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.4K- 13.86% |
$108K - $111K
|
189K
$679K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.3K- 23.76% |
$93.1K - $96K
|
84.4K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
864+ 112.79% |
$3.06K - $3.15K
|
1.63K
$5.85K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.83K+ 2.53% |
$10K - $10.3K
|
115K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58K+ 3.86% |
$205K - $212K
|
1.56M
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.1KNew |
$78.2K - $80.7K
|
22.1K
$79.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 8.99% |
$55.7K - $57.5K
|
191K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.33K- 16.53% |
$11.8K - $12.2K
|
16.8K
$60.4K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
229K+ 11.69% |
$812K - $837K
|
2.19M
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.4K- 65.86% |
$72.3K - $74.5K
|
10.6K
$38K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
313+ 2.66% |
$1.11K - $1.14K
|
12.1K
$43.4K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.1K- 38.18% |
$88.8K - $91.5K
|
40.6K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-74- 26.43% |
$262 - $270
|
206
$740
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
165+ 1.32% |
$584 - $602
|
12.7K
$45.5K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-16.1K- 28.98% |
$57K - $58.8K
|
39.5K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-44.5K- 4.96% |
$158K - $162K
|
852K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.09K- 1.15% |
$3.85K - $3.97K
|
93.5K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
237+ 0.33% |
$839 - $865
|
71.6K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.1M+ 5.05% |
$3.91M - $4.03M
|
23M
$82.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.75K+ 21.07% |
$23.9K - $24.6K
|
38.8K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.52K- 56.72% |
$30.2K - $31.1K
|
6.5K
$23.3K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.89K- 4.04% |
$10.2K - $10.6K
|
68.8K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-35.2K- 5.88% |
$124K - $128K
|
563K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 13.39% |
$36K - $37.2K
|
65.9K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
26.5KNew |
$93.9K - $96.8K
|
26.5K
$95.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
500+ 1.21% |
$1.77K - $1.83K
|
41.7K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
50K+ 100.0% |
$177K - $183K
|
100K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.3K+ 1.06% |
$43.4K - $44.8K
|
1.17M
$4.19M
|
|