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 101 institutions that hold shares in the stock, with a total of 40.4 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
25,719,698
shares
|
$94.6 Million
2.02% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
3,485,927
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
2,150,697
shares
|
$7.91 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,672,931
shares
|
$6.16 Million
0.0% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
949,315
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
677,347
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
485,518
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
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 |
Aug 13, 2025 Q2 2025 |
202,457
shares
|
$745,041
0.0% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
194,999
shares
|
$717,596
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
192,161
shares
|
$707,152
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
156,049
shares
|
$574,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
156,049
shares
|
$574,260
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
126,642
shares
|
$466,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
125,700
shares
|
$462,576
0.04% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
123,407
shares
|
$454,137
0.0% of portfolio
|
Q2 2025
Added 577.5%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
120,554
shares
|
$443,638
0.0% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
118,977
shares
|
$437,835
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
106,830
shares
|
$393,134
0.06% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
103,320
shares
|
$380,217
0.31% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
101,909
shares
|
$375,025
0.0% of portfolio
|
Q2 2025
Added 54.69%
|