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 108 institutions that hold shares in the stock, with a total of 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
27,300,785
shares
|
$98.8 Million
2.04% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
2,053,544
shares
|
$7.43 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,776,067
shares
|
$6.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,533,967
shares
|
$5.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,179,068
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2025
Added 24.2%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
706,666
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
475,583
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
393,048
shares
|
$1.42 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
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
286,067
shares
|
$1.04 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
258,613
shares
|
$936,179
0.09% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
236,536
shares
|
$856,260
0.02% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
225,960
shares
|
$817,975
0.0% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
197,711
shares
|
$715,713
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
190,307
shares
|
$688,911
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
170,449
shares
|
$617,025
0.0% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
160,370
shares
|
$580,539
0.47% of portfolio
|
Q3 2025
Added 55.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
159,494
shares
|
$577,368
0.0% of portfolio
|
Q3 2025
Added 29.24%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
156,049
shares
|
$564,897
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
136,148
shares
|
$492,855
0.0% of portfolio
|
Q3 2025
Added 105.21%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
132,779
shares
|
$480,659
0.07% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
129,900
shares
|
$470,238
0.0% of portfolio
|
Q3 2025
Added 27.47%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
125,700
shares
|
$455,034
0.04% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
116,866
shares
|
$423,054
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
105,164
shares
|
$380,693
0.0% of portfolio
|
Q3 2025
Added 5.75%
|
|