Purchases and Sales Made in Q2 2023 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.13M+ 85.8% |
$3.96M - $4.11M
|
2.44M
$8.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
351K+ 2.05% |
$1.23M - $1.28M
|
17.4M
$61.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.3K+ 13.42% |
$194K - $201K
|
467K
$1.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43K+ 9.33% |
$151K - $157K
|
504K
$1.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
26.9KNew |
$94.5K - $98K
|
26.9K
$94.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.2K+ 75.46% |
$67.3K - $69.8K
|
44.6K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.1KNew |
$67K - $69.5K
|
19.1K
$66.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4K+ 25.47% |
$57.7K - $59.9K
|
81K
$284K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.2KNew |
$56.8K - $58.9K
|
16.2K
$56.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 15.54% |
$53.2K - $55.1K
|
113K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7K+ 28.7% |
$37.4K - $38.8K
|
47.8K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
10KNew |
$35.1K - $36.4K
|
10K
$35K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.11K+ 21.95% |
$32K - $33.1K
|
50.6K
$177K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.51K+ 3.06% |
$15.8K - $16.4K
|
152K
$531K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.78KNew |
$9.75K - $10.1K
|
2.78K
$9.72K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.25K+ 6.44% |
$7.9K - $8.19K
|
37.2K
$130K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.85K+ 0.72% |
$6.49K - $6.73K
|
259K
$905K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.1K+ 6.8% |
$3.86K - $4K
|
17.3K
$60.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
826+ 0.84% |
$2.9K - $3.01K
|
99.3K
$348K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
536+ 2.19% |
$1.88K - $1.95K
|
25K
$87.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
316+ 0.87% |
$1.11K - $1.15K
|
36.7K
$128K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
238+ 2.2% |
$835 - $866
|
11.1K
$38.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
142+ 1.25% |
$498 - $517
|
11.5K
$40.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
116+ 0.31% |
$407 - $422
|
37.1K
$130K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
96+ 1.73% |
$337 - $349
|
5.66K
$19.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-147- 1.26% |
$516 - $535
|
11.5K
$40.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-158- 0.51% |
$555 - $575
|
30.9K
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-400- 0.31% |
$1.4K - $1.46K
|
130K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-561- 1.25% |
$1.97K - $2.04K
|
44.4K
$155K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.2K- 0.96% |
$4.2K - $4.36K
|
124K
$434K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.21K- 8.83% |
$4.25K - $4.4K
|
12.5K
$43.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.25K- 1.11% |
$4.39K - $4.55K
|
111K
$389K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.53K- 3.25% |
$5.37K - $5.57K
|
45.5K
$159K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.25K- 31.03% |
$7.9K - $8.19K
|
5K
$17.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.04K- 16.49% |
$10.7K - $11.1K
|
15.4K
$53.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.5K- 2.23% |
$12.3K - $12.7K
|
154K
$538K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.26K- 10.74% |
$22K - $22.8K
|
52K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.37K- 10.81% |
$22.4K - $23.2K
|
52.6K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.7K- 4.97% |
$27K - $28K
|
147K
$515K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-12.2K- 2.5% |
$42.8K - $44.3K
|
476K
$1.67M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.3K- 19.01% |
$46.6K - $48.3K
|
56.5K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.8K- 14.1% |
$55.6K - $57.6K
|
96.4K
$338K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-21.2K- 30.35% |
$74.4K - $77.2K
|
48.6K
$170K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-27.4K- 10.1% |
$96.2K - $99.7K
|
244K
$853K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-29K- 2.59% |
$102K - $106K
|
1.09M
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.6K- 17.55% |
$146K - $151K
|
195K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43.6K- 76.09% |
$153K - $159K
|
13.7K
$48K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52.7K- 3.5% |
$185K - $192K
|
1.45M
$5.07M
|