Latest Institutional Purchases of Putnam Premier Income Trust (PPT)
This list provides information on the latest institutional transactions involving Putnam Premier Income Trust (PPT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
PUT |
547KNew |
$1.89M - $2.03M
|
547K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
51.2KNew |
$177K - $190K
|
51.2K
$188K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41.5KNew |
$143K - $154K
|
41.5K
$153K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.2K+ 66.5% |
$73.1K - $78.7K
|
53.1K
$195K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 2.91% |
$66.1K - $71.1K
|
677K
$2.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.3KNew |
$35.5K - $38.1K
|
10.3K
$37.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.13K+ 68.61% |
$28K - $30.2K
|
20K
$73.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.5K+ 22.81% |
$22.4K - $24.1K
|
35K
$129K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
5.84K+ 2.57% |
$20.1K - $21.7K
|
233K
$859K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.49K+ 2.07% |
$5.15K - $5.54K
|
73.6K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.39KNew |
$4.81K - $5.17K
|
1.39K
$5.13K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.12K+ 1.34% |
$3.85K - $4.14K
|
84.4K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.1K+ 2.15% |
$3.8K - $4.08K
|
52.3K
$192K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
708+ 0.25% |
$2.44K - $2.63K
|
289K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
521+ 2.15% |
$1.8K - $1.93K
|
24.8K
$91.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
348+ 1.44% |
$1.2K - $1.29K
|
24.5K
$90K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150New |
$518 - $557
|
150
$552
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 2.03% |
$20.7 - $22.3
|
302
$1.11K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.1M+ 5.05% |
$3.91M - $4.03M
|
23M
$84.6M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
229K+ 11.69% |
$812K - $837K
|
2.19M
$8.06M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
87.5KNew |
$310K - $319K
|
87.5K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58K+ 3.86% |
$205K - $212K
|
1.56M
$5.74M
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
50K+ 100.0% |
$177K - $183K
|
100K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
26.5KNew |
$93.9K - $96.8K
|
26.5K
$97.6K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.1KNew |
$78.2K - $80.7K
|
22.1K
$81.3K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 14589.52% |
$64K - $66K
|
18.2K
$67K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 8.99% |
$55.7K - $57.5K
|
191K
$702K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 15.88% |
$46.8K - $48.2K
|
96.4K
$355K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.3K+ 1.06% |
$43.4K - $44.8K
|
1.17M
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.75K+ 21.07% |
$23.9K - $24.6K
|
38.8K
$143K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.39KNew |
$12K - $12.4K
|
3.39K
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.83K+ 2.53% |
$10K - $10.3K
|
115K
$422K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.33KNew |
$8.25K - $8.51K
|
2.33K
$8.58K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.37K+ 1.34% |
$4.84K - $4.99K
|
103K
$379K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$3.54K - $3.65K
|
1K
$3.68K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
864+ 112.79% |
$3.06K - $3.15K
|
1.63K
$6K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
500+ 1.21% |
$1.77K - $1.83K
|
41.7K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
313+ 2.66% |
$1.11K - $1.14K
|
12.1K
$44.5K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
237+ 0.33% |
$839 - $865
|
71.6K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
165+ 1.32% |
$584 - $602
|
12.7K
$46.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37New |
$131 - $135
|
37
$136
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
227KNew |
$792K - $846K
|
227K
$835K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
156KNew |
$545K - $582K
|
156K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
108KNew |
$377K - $403K
|
108K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.8KNew |
$86.5K - $92.5K
|
24.8K
$91.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3KNew |
$46.4K - $49.6K
|
13.3K
$48.9K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
8.75KNew |
$30.5K - $32.6K
|
8.75K
$32.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$17.5K - $18.7K
|
5K
$18.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.02KNew |
$7.04K - $7.52K
|
2.02K
$7.42K
|
|