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 95 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
97,630
shares
|
$345,610
0.0% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
95,984
shares
|
$339,783
0.26% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
93,548
shares
|
$331,159
0.0% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
86,056
shares
|
$304,638
0.04% of portfolio
|
Q3 2024
Reduced 66.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
84,757
shares
|
$300,039
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
77,467
shares
|
$274,233
0.0% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
72,944
shares
|
$258,221
0.0% of portfolio
|
Q3 2024
Added 127.42%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
66,456
shares
|
$235,254
0.22% of portfolio
|
Q3 2024
Reduced 19.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
61,958
shares
|
$219,331
0.0% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
57,685
shares
|
$204,204
0.07% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
51,176
shares
|
$181,163
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
49,767
shares
|
$176,175
0.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
47,840
shares
|
$169,353
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
45,431
shares
|
$160,825
0.0% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
40,190
shares
|
$142,272
0.03% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
38,594
shares
|
$136,622
0.02% of portfolio
|
Q1 2024
Added 3.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
37,504
shares
|
$132,764
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
33,130
shares
|
$117,280
0.0% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
28,985
shares
|
$102,606
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
28,141
shares
|
$99,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
26,000
shares
|
$92,040
0.02% of portfolio
|
Q3 2024
Added 73.33%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
25,847
shares
|
$91,498
0.0% of portfolio
|
Q2 2024
Reduced 37.28%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
23,047
shares
|
$81,586
0.04% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
22,436
shares
|
$79,423
0.04% of portfolio
|
Q2 2024
Reduced 20.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
20,928
shares
|
$74,085
0.0% of portfolio
|
Q3 2024
Reduced 2.32%
|