Purchases and Sales Made in Q2 2022 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.56M+ 96.15% |
$5.78M - $6.28M
|
3.18M
$11.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.56M+ 96.15% |
$5.78M - $6.28M
|
3.18M
$11.3M
|
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1M+ 140.8% |
$3.72M - $4.04M
|
1.71M
$6.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
757K+ 5.27% |
$2.81M - $3.05M
|
15.1M
$53.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
371K+ 112.52% |
$1.38M - $1.5M
|
701K
$2.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
214K+ 47.69% |
$793K - $862K
|
662K
$2.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
146K+ 27.72% |
$541K - $588K
|
672K
$2.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
47KNew |
$174K - $189K
|
47K
$167K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
41.9KNew |
$155K - $169K
|
41.9K
$149K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.5KNew |
$79.8K - $86.7K
|
21.5K
$76.4K
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
20KNew |
$74.2K - $80.6K
|
20K
$71K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 14.34% |
$66.3K - $72K
|
142K
$506K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16.6KNew |
$61.7K - $67K
|
16.6K
$59K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.1KNew |
$56.1K - $60.9K
|
15.1K
$53.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$40.2K - $43.7K
|
10.8K
$38.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.2KNew |
$38K - $41.3K
|
10.2K
$36.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.75K+ 164.45% |
$36.2K - $39.3K
|
15.7K
$55.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
9.7K+ 0.67% |
$36K - $39.1K
|
1.46M
$5.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.13KNew |
$33.9K - $36.8K
|
9.13K
$32.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
8.1K+ 8.48% |
$30.1K - $32.7K
|
104K
$368K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
8.04KNew |
$29.8K - $32.4K
|
8.04K
$28.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6KNew |
$22.3K - $24.2K
|
6K
$21.3K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.79KNew |
$21.5K - $23.3K
|
5.79K
$20.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.66K+ 24.53% |
$21K - $22.8K
|
28.7K
$102K
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.21K+ 3.63% |
$19.3K - $21K
|
149K
$528K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.34K+ 144.5% |
$16.1K - $17.5K
|
7.34K
$26K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.9K+ 3.04% |
$14.5K - $15.7K
|
132K
$469K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.62K+ 5.72% |
$13.4K - $14.6K
|
66.8K
$237K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.69KNew |
$6.25K - $6.79K
|
1.69K
$5.98K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.38K+ 1.34% |
$5.12K - $5.57K
|
105K
$371K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 8.37% |
$3.9K - $4.24K
|
13.6K
$48.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$3.71K - $4.03K
|
1K
$3.55K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
973+ 4.46% |
$3.61K - $3.92K
|
22.8K
$81K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
864+ 1.5% |
$3.21K - $3.48K
|
58.3K
$207K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
653+ 6.26% |
$2.42K - $2.63K
|
11.1K
$39.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
538+ 2.0% |
$2K - $2.17K
|
27.5K
$97.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
270+ 0.77% |
$1K - $1.09K
|
35.5K
$126K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
119+ 1.09% |
$441 - $480
|
11K
$39.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
79+ 2.01% |
$293 - $318
|
4K
$14.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 2.26% |
$14.8 - $16.1
|
181
$643
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-73- 0.89% |
$271 - $294
|
8.12K
$28.8K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-257- 5.4% |
$953 - $1.04K
|
4.5K
$16K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-257- 5.4% |
$953 - $1.04K
|
4.5K
$16K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-330Closed |
$1.22K - $1.33K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-914Closed |
$3.39K - $3.68K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1KClosed |
$3.71K - $4.03K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.01KClosed |
$3.75K - $4.07K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.34K- 13.57% |
$8.69K - $9.44K
|
14.9K
$53K
|
|
|
Aug 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.9K- 6.29% |
$10.8K - $11.7K
|
43.2K
$153K
|