Purchases and Sales Made in Q1 2024 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q1 2024. 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 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
645K+ 3.26% |
$2.26M - $2.39M
|
20.4M
$74.2M
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
264K+ 337.69% |
$927K - $977K
|
342K
$1.24M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
70.9K+ 70.33% |
$249K - $262K
|
172K
$624K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
53.8KNew |
$189K - $199K
|
53.8K
$195K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.7K+ 161.01% |
$188K - $199K
|
87K
$316K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.8KNew |
$178K - $188K
|
50.8K
$184K
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
33.5KNew |
$118K - $124K
|
33.5K
$122K
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
26.5K+ 66.17% |
$93K - $98.1K
|
66.6K
$242K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5K+ 145.45% |
$57.9K - $61K
|
27.8K
$101K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$45K - $47.5K
|
12.8K
$46.6K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 10.57% |
$43.4K - $45.8K
|
129K
$470K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.4K+ 6.44% |
$39.9K - $42.1K
|
188K
$682K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9K+ 18.25% |
$38.1K - $40.2K
|
70.4K
$255K
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
10.7KNew |
$37.6K - $39.6K
|
10.7K
$38.9K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.13KNew |
$32K - $33.8K
|
9.13K
$33.1K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.03K+ 25.99% |
$21.2K - $22.3K
|
29.2K
$106K
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
5.5KNew |
$19.3K - $20.4K
|
5.5K
$20K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.38K+ 9.98% |
$11.9K - $12.5K
|
37.3K
$135K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.08KNew |
$10.8K - $11.4K
|
3.08K
$11.2K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.4K+ 3.76% |
$4.91K - $5.18K
|
38.6K
$140K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.14K+ 1.13% |
$4.01K - $4.23K
|
102K
$371K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
962New |
$3.38K - $3.56K
|
962
$3.49K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
937+ 2.22% |
$3.29K - $3.47K
|
43.1K
$156K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
696New |
$2.44K - $2.58K
|
696
$2.53K
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
560+ 0.68% |
$1.97K - $2.07K
|
83.4K
$303K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
469+ 2.17% |
$1.65K - $1.74K
|
22.1K
$80.1K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
446+ 0.45% |
$1.57K - $1.65K
|
100K
$364K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
414+ 3.56% |
$1.45K - $1.53K
|
12K
$43.7K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
333+ 0.89% |
$1.17K - $1.23K
|
37.7K
$137K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
150+ 1.27% |
$527 - $555
|
12K
$43.5K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
101+ 1.72% |
$355 - $374
|
5.97K
$21.7K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9+ 5.2% |
$31.6 - $33.3
|
182
$661
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-10- 0.04% |
$35.1 - $37
|
28.2K
$102K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-215- 0.74% |
$755 - $796
|
29K
$105K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-262- 0.51% |
$920 - $969
|
50.6K
$184K
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-420- 0.89% |
$1.47K - $1.55K
|
46.8K
$170K
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-522- 0.05% |
$1.83K - $1.93K
|
1.07M
$3.87M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-690- 0.86% |
$2.42K - $2.55K
|
79.8K
$290K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-955- 0.53% |
$3.35K - $3.53K
|
179K
$649K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 1.19% |
$5.27K - $5.55K
|
124K
$450K
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.9K- 20.41% |
$10.2K - $10.7K
|
11.3K
$41K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.03K- 13.97% |
$17.6K - $18.6K
|
31K
$112K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.89K- 12.5% |
$20.7K - $21.8K
|
41.2K
$150K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7K- 5.05% |
$24.6K - $25.9K
|
132K
$478K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.66K- 6.4% |
$26.9K - $28.3K
|
112K
$406K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.26K- 5.55% |
$29K - $30.6K
|
141K
$510K
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-8.56K- 21.77% |
$30K - $31.7K
|
30.7K
$112K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.5K- 6.93% |
$36.8K - $38.7K
|
141K
$510K
|