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 100 institutions that hold shares in the stock, with a total of 38.8 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
28,985
shares
|
$105,505
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
26,526
shares
|
$96,554
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
24,752
shares
|
$90,097
0.04% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
24,655
shares
|
$89,744
0.07% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
24,107
shares
|
$87,749
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
22,436
shares
|
$81,667
0.03% of portfolio
|
Q2 2024
Reduced 20.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
22,097
shares
|
$80,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
22,055
shares
|
$80,280
0.0% of portfolio
|
Q1 2025
Reduced 51.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,111
shares
|
$69,564
0.0% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
18,215
shares
|
$66,302
0.0% of portfolio
|
Q1 2025
Added 14589.52%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
17,886
shares
|
$65,105
0.04% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,815
shares
|
$61,206
0.0% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
15,490
shares
|
$56,383
0.01% of portfolio
|
Q3 2024
Reduced 53.75%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
12,688
shares
|
$46,184
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
12,170
shares
|
$44,298
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
12,170
shares
|
$44,298
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
12,081
shares
|
$43,974
0.0% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
11,850
shares
|
$43,134
0.0% of portfolio
|
Q1 2025
Added 138.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,581
shares
|
$38,514
0.0% of portfolio
|
Q1 2025
Reduced 65.86%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,117
shares
|
$36,825
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
8,750
shares
|
$31,850
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,197
shares
|
$29,837
0.0% of portfolio
|
Q1 2020
Added 102.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,500
shares
|
$23,660
0.0% of portfolio
|
Q1 2025
Reduced 56.72%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
5,000
shares
|
$18,200
0.01% of portfolio
|
Q2 2023
Reduced 31.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,000
shares
|
$18,200
0.0% of portfolio
|
Q4 2024
New holding
|