Purchases and Sales Made in Q1 2022 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q1 2022. The information is specifically focused on institutions that hold shares of PUTNAM PREMIER INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.45MNew |
$5.57M - $6.38M
|
1.45M
$5.09M
|
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
711KNew |
$2.72M - $3.12M
|
711K
$2.49M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
330KNew |
$1.26M - $1.45M
|
330K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
203K+ 19.0% |
$779K - $892K
|
1.27M
$4.46M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
161K+ 56.53% |
$616K - $706K
|
445K
$1.56M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
141K+ 24.88% |
$539K - $618K
|
706K
$2.47M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
88.6K+ 24.62% |
$339K - $389K
|
448K
$1.57M
|
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
57K+ 156.19% |
$218K - $250K
|
93.6K
$327K
|
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
51.6K+ 80.28% |
$198K - $226K
|
116K
$405K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.2K+ 2.61% |
$158K - $181K
|
1.62M
$5.67M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35KNew |
$134K - $154K
|
35K
$123K
|
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
34.9KNew |
$134K - $153K
|
34.9K
$122K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
33.3K+ 14.0% |
$128K - $146K
|
272K
$950K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
31.5KNew |
$121K - $138K
|
31.5K
$110K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.6K+ 56.4% |
$82.7K - $94.8K
|
59.9K
$210K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6KNew |
$78.9K - $90.5K
|
20.6K
$72.1K
|
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
14K+ 43.65% |
$53.6K - $61.5K
|
46.1K
$161K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
12.6KNew |
$48.1K - $55.1K
|
12.6K
$43.9K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 24.74% |
$48K - $55K
|
63.2K
$221K
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$45.6K - $52.2K
|
11.9K
$41.7K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.3K+ 12.3% |
$43.3K - $49.6K
|
103K
$361K
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.4KNew |
$39.9K - $45.8K
|
10.4K
$36.5K
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
BUY
|
- |
6.08K+ 16.47% |
$23.3K - $26.7K
|
43K
$150K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6K+ 20.54% |
$23K - $26.3K
|
35.2K
$123K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.79KNew |
$22.2K - $25.4K
|
5.79K
$20.3K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.66K+ 3.7% |
$21.7K - $24.8K
|
159K
$555K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.37KNew |
$20.6K - $23.6K
|
5.37K
$18.8K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.83K+ 217.92% |
$18.5K - $21.2K
|
7.04K
$24.6K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.76KNew |
$18.2K - $20.9K
|
4.76K
$16.6K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.51K+ 15.82% |
$9.62K - $11K
|
18.4K
$64.4K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
914New |
$3.5K - $4.01K
|
914
$3.2K
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
321+ 1.9% |
$1.23K - $1.41K
|
17.3K
$60.4K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
172+ 0.75% |
$659 - $755
|
23.1K
$80.8K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
111+ 1.03% |
$425 - $487
|
10.9K
$38.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
74+ 1.92% |
$283 - $325
|
3.92K
$13.7K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 1.72% |
$11.5 - $13.2
|
177
$620
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-97- 1.18% |
$372 - $426
|
8.1K
$28.4K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-109- 0.1% |
$417 - $479
|
111K
$387K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 5.93% |
$1.15K - $1.32K
|
4.76K
$16.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.2K- 4.25% |
$4.58K - $5.25K
|
26.9K
$94.2K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.2K- 6.06% |
$4.6K - $5.27K
|
18.6K
$65.1K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.65K- 2.58% |
$6.3K - $7.23K
|
62.3K
$218K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.81K- 3.15% |
$6.93K - $7.94K
|
55.6K
$195K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 1.4% |
$6.96K - $7.97K
|
128K
$448K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.05KClosed |
$7.85K - $9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.13K- 9.85% |
$8.16K - $9.36K
|
19.5K
$68.3K
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.7K- 7.95% |
$10.3K - $11.9K
|
31.3K
$109K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.15KClosed |
$12.1K - $13.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.8K- 6.21% |
$14.6K - $16.7K
|
57.4K
$201K
|