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 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.7K- 15.94% |
$51.6K - $54.3K
|
77.5K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-25.1K- 16.77% |
$88.1K - $92.9K
|
125K
$452K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-32.7K- 8.6% |
$115K - $121K
|
348K
$1.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-37.4K- 32.32% |
$131K - $138K
|
78.3K
$284K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.8K- 3.74% |
$192K - $203K
|
1.41M
$5.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-113K- 23.8% |
$396K - $417K
|
361K
$1.31M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 9.0% |
$490K - $516K
|
1.41M
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 9.0% |
$490K - $516K
|
1.41M
$5.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-153K- 34.06% |
$536K - $565K
|
296K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-190K- 17.02% |
$668K - $704K
|
928K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-200K- 18.28% |
$700K - $738K
|
892K
$3.24M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-628K- 36.15% |
$2.2M - $2.32M
|
1.11M
$4.02M
|