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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
94,379
shares
|
$347,314
0.01% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
93,507
shares
|
$344,105
0.0% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
91,497
shares
|
$336,708
0.0% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
87,501
shares
|
$322,003
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
84,400
shares
|
$310,592
0.0% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
83,250
shares
|
$306,360
0.24% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
78,567
shares
|
$289,126
0.0% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
72,133
shares
|
$265,449
0.09% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
71,621
shares
|
$263,565
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
68,750
shares
|
$253,000
0.21% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
65,881
shares
|
$242,442
0.0% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
62,094
shares
|
$228,505
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
57,685
shares
|
$212,280
0.14% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
51,194
shares
|
$188,393
0.02% of portfolio
|
Q1 2025
Added 32.65%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
51,176
shares
|
$188,327
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
41,703
shares
|
$153,467
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
40,607
shares
|
$149,433
0.0% of portfolio
|
Q1 2025
Reduced 38.18%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
40,190
shares
|
$147,899
0.03% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
39,487
shares
|
$145,312
0.01% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
38,797
shares
|
$142,772
0.0% of portfolio
|
Q1 2025
Added 21.07%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
35,000
shares
|
$128,800
0.02% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
34,001
shares
|
$125,123
0.0% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
31,879
shares
|
$117,314
0.01% of portfolio
|
Q1 2025
Reduced 39.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
31,082
shares
|
$114,381
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
28,985
shares
|
$106,664
0.07% of portfolio
|
Q4 2023
New holding
|