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 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
708New |
$3K - $3.26K
|
708
$2.58K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.34K- 6.95% |
$5.66K - $6.15K
|
17.9K
$65K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-7.04KClosed |
$29.9K - $32.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-669Closed |
$2.84K - $3.08K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
3KNew |
$12.7K - $13.8K
|
3K
$10.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-13.8KClosed |
$58.5K - $63.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-346Closed |
$1.56K - $1.64K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-13.9KClosed |
$62.9K - $66.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$113K - $119K
|
25K
$91K
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-126KClosed |
$568K - $597K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-28.2KClosed |
$127K - $134K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.05KClosed |
$9.25K - $9.72K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-666Closed |
$3K - $3.16K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-357Closed |
$1.65K - $1.72K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-338Closed |
$1.56K - $1.63K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-17.9KClosed |
$82.7K - $86.3K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.42KClosed |
$25K - $26.1K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3Closed |
$13.9 - $14.5
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.17KClosed |
$19.3K - $20.1K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
6K+ 100.0% |
$27.7K - $28.9K
|
12K
$43.7K
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.51KClosed |
$6.96K - $7.26K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-200Closed |
$924 - $964
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-15KClosed |
$69.3K - $72.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-3Closed |
$13.9 - $14.6
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-58KClosed |
$268K - $283K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.15KClosed |
$9.91K - $10.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
1 St Source Bank
|
SELL
|
- |
-20.1KClosed |
$93.1K - $98.1K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-500Closed |
$2.31K - $2.44K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-33Closed |
$152 - $161
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-700Closed |
$3.06K - $3.28K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-78.1KClosed |
$341K - $365K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-28.6KClosed |
$125K - $134K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
12.2KNew |
$53.2K - $57K
|
12.2K
$44.3K
|
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-46KClosed |
$201K - $215K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-752Closed |
$3.29K - $3.52K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.5KNew |
$41.5K - $44.5K
|
9.5K
$34.6K
|
|
|
Feb 01, 2021
Q4 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-18KClosed |
$78.7K - $84.2K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
10.3KNew |
$44.9K - $48.1K
|
10.3K
$37.4K
|
|
|
Jan 25, 2021
Q4 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-842Closed |
$3.68K - $3.94K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-50KClosed |
$219K - $234K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-12.5KClosed |
$54.6K - $58.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-28.8KClosed |
$126K - $138K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10.9KClosed |
$47.9K - $52.5K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Ota Financial Group L.P.
|
SELL
|
- |
-155KClosed |
$679K - $746K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
First Bank & Trust
|
SELL
|
- |
-1.49KClosed |
$6.53K - $7.18K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
15KNew |
$65.7K - $72.2K
|
15K
$54.6K
|
|
|
Oct 07, 2020
Q3 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-26.2KClosed |
$115K - $126K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-106KClosed |
$426K - $543K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-48.2KClosed |
$194K - $247K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.15KClosed |
$12.7K - $16.2K
|
0
$0
|
|