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 |
|---|---|---|---|---|---|---|---|
|
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
$42.7K
|
|
|
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
$43.3K
|
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-691Closed |
$3.02K - $3.23K
|
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
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-46KClosed |
$201K - $215K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.5KNew |
$41.5K - $44.5K
|
9.5K
$33.8K
|
|
|
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
$36.6K
|
|
|
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
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10.9KClosed |
$47.9K - $52.5K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-28.8KClosed |
$126K - $138K
|
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
$53.4K
|
|
|
Oct 07, 2020
Q3 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-26.2KClosed |
$115K - $126K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-48.2KClosed |
$194K - $247K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-106KClosed |
$426K - $543K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.15KClosed |
$12.7K - $16.2K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.19KClosed |
$4.76K - $6.08K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2KClosed |
$8.04K - $10.3K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
$42.6K - $54.4K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.39KClosed |
$5.59K - $7.13K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.4K+ 102.51% |
$31.8K - $47.6K
|
16.6K
$59.1K
|
|
|
May 14, 2020
Q1 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1KClosed |
$3.78K - $5.66K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Regions Financial Corp
|
BUY
|
- |
11.9KNew |
$45K - $67.4K
|
11.9K
$42.4K
|
|
|
Apr 27, 2020
Q1 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-758Closed |
$2.87K - $4.29K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2020
Q4 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6KClosed |
$31.3K - $33.2K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35.3KClosed |
$184K - $195K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-87Closed |
$454 - $481
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.13KClosed |
$21.5K - $22.8K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-145Closed |
$757 - $802
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-5.83KClosed |
$30.4K - $32.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-11.6KClosed |
$59.7K - $61.5K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1KClosed |
$52K - $53.5K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.1KClosed |
$57.2K - $58.8K
|
0
$0
|
|