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 99 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
22,981,484
shares
|
$84.6 Million
1.95% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
3,771,422
shares
|
$13.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
2,190,650
shares
|
$8.06 Million
0.64% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,560,493
shares
|
$5.74 Million
0.0% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,166,601
shares
|
$4.29 Million
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
852,316
shares
|
$3.14 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
658,186
shares
|
$2.42 Million
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
562,695
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
393,048
shares
|
$1.45 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
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
288,628
shares
|
$1.06 Million
0.5% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
258,613
shares
|
$951,695
0.09% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
233,294
shares
|
$858,521
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
214,427
shares
|
$789,091
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
190,812
shares
|
$702,188
0.0% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
189,243
shares
|
$696,414
0.0% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
156,049
shares
|
$574,260
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
132,846
shares
|
$488,873
0.36% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
131,700
shares
|
$484,656
0.04% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
128,332
shares
|
$472,261
0.0% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
114,650
shares
|
$421,912
0.01% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
103,320
shares
|
$380,217
0.28% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
103,110
shares
|
$379,444
0.07% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
100,000
shares
|
$368,000
0.25% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
96,387
shares
|
$354,704
0.0% of portfolio
|
Q1 2025
Added 15.88%
|