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 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
553New |
$1.89K - $1.98K
|
553
$2.01K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.37K- 11.03% |
$8.08K - $8.48K
|
19.1K
$69.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-500- 2.72% |
$1.71K - $1.79K
|
17.9K
$65.1K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.13KNew |
$32K - $33.8K
|
9.13K
$33.2K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.9K- 20.41% |
$10.2K - $10.7K
|
11.3K
$41.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.38K+ 9.98% |
$11.9K - $12.5K
|
37.3K
$136K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
696New |
$2.44K - $2.58K
|
696
$2.53K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7K- 5.05% |
$24.6K - $25.9K
|
132K
$479K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-8.56K- 21.77% |
$30K - $31.7K
|
30.7K
$112K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-37.4K- 32.32% |
$131K - $138K
|
78.3K
$285K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.9KNew |
$88.1K - $97.5K
|
26.9K
$98K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1K- 13.33% |
$3.27K - $3.62K
|
6.5K
$23.7K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40.7KNew |
$133K - $147K
|
40.7K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.38KNew |
$7.78K - $8.61K
|
2.38K
$8.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.27K+ 600.96% |
$20.5K - $22.7K
|
7.31K
$26.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.5KNew |
$53.9K - $59.6K
|
16.5K
$60K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
263+ 2.32% |
$860 - $952
|
11.6K
$42.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.34KNew |
$7.64K - $8.46K
|
2.34K
$8.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
303New |
$991 - $1.1K
|
303
$1.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
21.1KNew |
$69K - $76.4K
|
21.1K
$76.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
11KNew |
$35.9K - $39.8K
|
11K
$40K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
29KNew |
$94.8K - $105K
|
29K
$106K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8.43K- 18.87% |
$27.6K - $30.5K
|
36.2K
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
12.2KNew |
$39.8K - $44.1K
|
12.2K
$44.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
12KNew |
$39.4K - $43.6K
|
12K
$43.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.65K- 57.48% |
$15.2K - $16.8K
|
3.44K
$12.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
11.9KNew |
$38.9K - $43.1K
|
11.9K
$43.3K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
700New |
$2.32K - $2.58K
|
700
$2.55K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
13.9KNew |
$46.2K - $51.2K
|
13.9K
$50.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
20KNew |
$66.4K - $73.6K
|
20K
$72.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.2KNew |
$47.2K - $52.4K
|
14.2K
$51.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
6.24KNew |
$20.7K - $23K
|
6.24K
$22.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16.5KNew |
$54.8K - $60.7K
|
16.5K
$60.1K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
552+ 2.21% |
$1.83K - $2.03K
|
25.6K
$93K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.74K- 36.07% |
$5.76K - $6.39K
|
3.08K
$11.2K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.21K- 8.83% |
$4.25K - $4.4K
|
12.5K
$45.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.25K- 31.03% |
$7.9K - $8.19K
|
5K
$18.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.78KNew |
$9.75K - $10.1K
|
2.78K
$10.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.85K+ 0.72% |
$6.49K - $6.73K
|
259K
$941K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19+ 2.14% |
$67.1 - $74.1
|
908
$3.31K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-393K- 43.28% |
$1.39M - $1.53M
|
515K
$1.87M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.3KNew |
$43.4K - $48K
|
12.3K
$44.8K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.24K- 10.47% |
$4.36K - $4.82K
|
10.6K
$38.5K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
17.4KNew |
$61.5K - $67.9K
|
17.4K
$63.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
607+ 2.03% |
$2.14K - $2.37K
|
30.5K
$111K
|
|
| Q4 2022 | |||||||
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19KNew |
$66.6K - $71.3K
|
19K
$69.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91+ 1.27% |
$319 - $342
|
7.27K
$26.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
112KNew |
$394K - $422K
|
112K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
10KNew |
$35.1K - $37.6K
|
10K
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15.9KNew |
$55.8K - $59.8K
|
15.9K
$57.9K
|
|