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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
10KNew |
$35.1K - $37.6K
|
10K
$36.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.05KNew |
$7.2K - $7.71K
|
2.05K
$7.46K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.03KNew |
$7.13K - $7.64K
|
2.03K
$7.39K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91+ 1.27% |
$319 - $342
|
7.27K
$26.5K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4New |
$14 - $15
|
4
$14.6
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.4KNew |
$40.1K - $45.5K
|
11.4K
$41.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.9KNew |
$38.4K - $43.6K
|
10.9K
$39.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$36.2K - $41.1K
|
10.3K
$37.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.22KNew |
$7.81K - $8.87K
|
2.22K
$8.07K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
388New |
$1.37K - $1.55K
|
388
$1.41K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
330New |
$1.16K - $1.32K
|
330
$1.2K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
47KNew |
$174K - $189K
|
47K
$171K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
41.9KNew |
$155K - $169K
|
41.9K
$152K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16.6KNew |
$61.7K - $67K
|
16.6K
$60.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.2KNew |
$38K - $41.3K
|
10.2K
$37.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6KNew |
$22.3K - $24.2K
|
6K
$21.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.69KNew |
$6.25K - $6.79K
|
1.69K
$6.13K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$3.71K - $4.03K
|
1K
$3.64K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
973+ 4.46% |
$3.61K - $3.92K
|
22.8K
$83K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
653+ 6.26% |
$2.42K - $2.63K
|
11.1K
$40.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
79+ 2.01% |
$293 - $318
|
4K
$14.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 2.26% |
$14.8 - $16.1
|
181
$659
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6KNew |
$78.9K - $90.5K
|
20.6K
$75K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$44.4K - $48.2K
|
10.5K
$38.1K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
3KNew |
$12.7K - $13.8K
|
3K
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
708New |
$3K - $3.26K
|
708
$2.58K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$113K - $119K
|
25K
$91K
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
6K+ 100.0% |
$27.7K - $28.9K
|
12K
$43.7K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
12.2KNew |
$53.2K - $57K
|
12.2K
$44.3K
|
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
10.3KNew |
$44.9K - $48.1K
|
10.3K
$37.4K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.5KNew |
$41.5K - $44.5K
|
9.5K
$34.6K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
15KNew |
$65.7K - $72.2K
|
15K
$54.6K
|
|
| Q1 2020 | |||||||
|
Apr 29, 2020
Q1 2020
|
Regions Financial Corp
|
BUY
|
- |
11.9KNew |
$45K - $67.4K
|
11.9K
$43.3K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.4K+ 102.51% |
$31.8K - $47.6K
|
16.6K
$60.4K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$12K - $12.3K
|
2.32K
$8.44K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
189KNew |
$979K - $1.01M
|
189K
$688K
|
|
| Q2 2018 | |||||||
|
Jul 27, 2018
Q2 2018
|
Whittier Trust CO
|
BUY
|
- |
140New |
$725 - $769
|
140
$510
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
10.9KNew |
$57K - $59.4K
|
10.9K
$39.7K
|
|
|
Nov 15, 2017
Q3 2017
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.2KNew |
$6.27K - $6.53K
|
1.2K
$4.36K
|
|
| Q2 2017 | |||||||
|
Aug 09, 2017
Q2 2017
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
51.2KNew |
N/A
|
51.2K
$186K
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
N/A
|
1K
$3.64K
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
550New |
N/A
|
550
$2K
|
|