Institutional Ownership Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
20,187,771
shares
|
$71.7 Million
1.68% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
3,761,201
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,406,214
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,131,222
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
1,010,994
shares
|
$3.59 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
943,662
shares
|
$3.35 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
655,078
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
393,048
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
297,369
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
284,691
shares
|
$1.01 Million
0.51% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
262,306
shares
|
$931,186
0.38% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
258,613
shares
|
$918,076
0.09% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
200,954
shares
|
$713,386
0.01% of portfolio
|
Q4 2024
Added 63.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
174,151
shares
|
$618,236
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
173,789
shares
|
$616,950
0.0% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
156,049
shares
|
$553,973
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
152,770
shares
|
$542,333
0.0% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
151,500
shares
|
$537,825
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
131,700
shares
|
$467,535
0.04% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
124,282
shares
|
$441,201
0.33% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
113,700
shares
|
$403,635
0.0% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
105,920
shares
|
$376,016
0.36% of portfolio
|
Q3 2024
Added 77.17%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
105,776
shares
|
$375,504
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
101,562
shares
|
$360,545
0.0% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
98,640
shares
|
$350,172
0.01% of portfolio
|
Q3 2024
Added 0.87%
|