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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
26.5K+ 13.19% |
$93.8K - $96.7K
|
227K
$828K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.04K+ 2.91% |
$7.21K - $7.44K
|
72.1K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.11K+ 0.47% |
$11K - $11.3K
|
658K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 6.7% |
$7.09K - $7.31K
|
31.9K
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.33KNew |
$8.25K - $8.51K
|
2.33K
$8.48K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.88K- 8.1% |
$13.7K - $14.2K
|
44K
$160K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.23K+ 1.13% |
$11.4K - $11.8K
|
288K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$3.54K - $3.65K
|
1K
$3.64K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8.56K+ 6.89% |
$30.3K - $31.3K
|
133K
$484K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.67K- 1.71% |
$12.8K - $13.7K
|
211K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$17.5K - $18.7K
|
5K
$18.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.8KNew |
$86.5K - $92.5K
|
24.8K
$90.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.1K+ 1.42% |
$3.84K - $4.1K
|
78.6K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3KNew |
$46.4K - $49.6K
|
13.3K
$48.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
108KNew |
$377K - $403K
|
108K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
8.75KNew |
$30.5K - $32.6K
|
8.75K
$31.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-178K- 67.77% |
$620K - $663K
|
84.5K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.81K- 20.25% |
$16.8K - $17.9K
|
18.9K
$68.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
227KNew |
$792K - $846K
|
227K
$826K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.23K- 60.11% |
$11.3K - $12K
|
2.14K
$7.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28New |
$97.7 - $104
|
28
$102
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.02KNew |
$7.04K - $7.52K
|
2.02K
$7.34K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
156KNew |
$545K - $582K
|
156K
$568K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.5K+ 9.62% |
$8.73K - $9.33K
|
28.5K
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-7.97K- 39.26% |
$27.8K - $29.7K
|
12.3K
$44.9K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.4KNew |
$4.89K - $5.22K
|
1.4K
$5.1K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150New |
$524 - $560
|
150
$546
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.18K+ 88.44% |
$32.6K - $34.3K
|
19.6K
$71.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$1.07K - $1.12K
|
300
$1.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 16.66% |
$11.2K - $11.8K
|
15.8K
$57.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.6KNew |
$51.7K - $54.4K
|
14.6K
$53K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
20.8KNew |
$73.9K - $77.7K
|
20.8K
$75.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
208New |
$738 - $776
|
208
$757
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.75K+ 5.0% |
$9.74K - $10.2K
|
57.7K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.05K- 2.56% |
$3.74K - $3.93K
|
40.2K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.06K+ 0.27% |
$3.77K - $3.96K
|
393K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.5K- 10.94% |
$130K - $136K
|
297K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$1.78K - $1.87K
|
500
$1.82K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-433- 14.05% |
$1.54K - $1.62K
|
2.65K
$9.64K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
250New |
$888 - $933
|
250
$910
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-18K- 53.75% |
$63.9K - $67.1K
|
15.5K
$56.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
525New |
$1.86K - $1.96K
|
525
$1.91K
|
|
| Q2 2024 | |||||||
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.78K- 20.48% |
$19.7K - $20.7K
|
22.4K
$81.7K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
2.53KNew |
$8.62K - $9.05K
|
2.53K
$9.21K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
177New |
$604 - $634
|
177
$644
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
4.57K+ 42.62% |
$15.6K - $16.3K
|
15.3K
$55.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.56K- 12.14% |
$5.31K - $5.57K
|
11.3K
$41K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.2K- 61.8% |
$58.7K - $61.6K
|
10.6K
$38.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8KNew |
$27.3K - $28.6K
|
8K
$29.1K
|
|