Purchases and Sales Made in Q1 2025 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q1 2025. 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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.1M+ 5.05% |
$3.91M - $4.03M
|
23M
$83.7M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
229K+ 11.69% |
$812K - $837K
|
2.19M
$7.97M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
87.5KNew |
$310K - $319K
|
87.5K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.4K+ 48.84% |
$249K - $257K
|
214K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58K+ 3.86% |
$205K - $212K
|
1.56M
$5.68M
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
50K+ 100.0% |
$177K - $183K
|
100K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
26.5KNew |
$93.9K - $96.8K
|
26.5K
$96.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
26.5K+ 13.19% |
$93.8K - $96.7K
|
227K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.1KNew |
$78.2K - $80.7K
|
22.1K
$80.4K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 14589.52% |
$64K - $66K
|
18.2K
$66.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 8.99% |
$55.7K - $57.5K
|
191K
$695K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 15.88% |
$46.8K - $48.2K
|
96.4K
$351K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.6K+ 32.65% |
$44.6K - $46K
|
51.2K
$186K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.3K+ 1.06% |
$43.4K - $44.8K
|
1.17M
$4.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8.56K+ 6.89% |
$30.3K - $31.3K
|
133K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.87K+ 138.0% |
$24.3K - $25.1K
|
11.9K
$43.1K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.75K+ 21.07% |
$23.9K - $24.6K
|
38.8K
$141K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.39KNew |
$12K - $12.4K
|
3.39K
$12.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.23K+ 1.13% |
$11.4K - $11.8K
|
288K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.11K+ 0.47% |
$11K - $11.3K
|
658K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.83K+ 2.53% |
$10K - $10.3K
|
115K
$417K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.33KNew |
$8.25K - $8.51K
|
2.33K
$8.48K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.04K+ 2.91% |
$7.21K - $7.44K
|
72.1K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 6.7% |
$7.09K - $7.31K
|
31.9K
$116K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.37K+ 1.34% |
$4.84K - $4.99K
|
103K
$375K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$3.54K - $3.65K
|
1K
$3.64K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
864+ 112.79% |
$3.06K - $3.15K
|
1.63K
$5.93K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
685+ 2.91% |
$2.42K - $2.5K
|
24.2K
$88.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
500+ 1.21% |
$1.77K - $1.83K
|
41.7K
$152K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
463+ 1.96% |
$1.64K - $1.69K
|
24.1K
$87.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
313+ 2.66% |
$1.11K - $1.14K
|
12.1K
$44K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
296New |
$1.05K - $1.08K
|
296
$1.08K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
237+ 0.33% |
$839 - $865
|
71.6K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
165+ 1.32% |
$584 - $602
|
12.7K
$46.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37New |
$131 - $135
|
37
$135
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-74- 26.43% |
$262 - $270
|
206
$750
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-236- 0.38% |
$835 - $861
|
62.1K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.09K- 1.15% |
$3.85K - $3.97K
|
93.5K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.91K- 1.98% |
$6.75K - $6.96K
|
94.4K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2.6K- 2.45% |
$9.2K - $9.49K
|
103K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.89K- 4.04% |
$10.2K - $10.6K
|
68.8K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.33K- 16.53% |
$11.8K - $12.2K
|
16.8K
$61.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.88K- 8.1% |
$13.7K - $14.2K
|
44K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-5.35K- 6.03% |
$18.9K - $19.5K
|
83.3K
$303K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.45K- 0.22% |
$29.9K - $30.9K
|
3.77M
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.52K- 56.72% |
$30.2K - $31.1K
|
6.5K
$23.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.63K- 8.62% |
$30.6K - $31.5K
|
91.5K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.75K- 22.29% |
$34.5K - $35.6K
|
34K
$124K
|