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 103 institutions that hold shares in the stock, with a total of 37.8 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
21,876,912
shares
|
$79.2 Million
1.77% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
3,779,876
shares
|
$13.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
1,961,373
shares
|
$7.1 Million
0.56% of portfolio
|
Q4 2024
Added 94.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,502,522
shares
|
$5.44 Million
0.0% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,154,335
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
896,835
shares
|
$3.25 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
655,078
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
597,848
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Jan 13, 2025 Q4 2024 |
284,691
shares
|
$1.03 Million
0.51% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
258,613
shares
|
$936,179
0.09% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
226,850
shares
|
$821,197
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
219,685
shares
|
$795,259
0.0% of portfolio
|
Q4 2024
Added 26.15%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
200,954
shares
|
$727,453
0.01% of portfolio
|
Q4 2024
Added 63.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
175,069
shares
|
$633,749
0.0% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
165,071
shares
|
$597,557
0.0% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
156,049
shares
|
$564,897
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
144,063
shares
|
$521,508
0.0% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
131,700
shares
|
$476,754
0.04% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
124,282
shares
|
$449,900
0.33% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
111,817
shares
|
$404,777
0.0% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
110,700
shares
|
$400,734
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
107,909
shares
|
$390,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
105,920
shares
|
$383,430
0.36% of portfolio
|
Q3 2024
Added 77.17%
|