Purchases and Sales Made in Q2 2024 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.26M+ 43.77% |
$4.3M - $4.52M
|
4.14M
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
170K+ 19.11% |
$581K - $610K
|
1.06M
$3.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
123KNew |
$419K - $440K
|
123K
$447K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
96.3K+ 32.57% |
$328K - $345K
|
392K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
87.4K+ 50.89% |
$298K - $313K
|
259K
$941K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.7K+ 64.08% |
$190K - $200K
|
143K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55.1K+ 108.87% |
$188K - $197K
|
106K
$384K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
54.9KNew |
$187K - $197K
|
54.9K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.8K+ 3.88% |
$187K - $196K
|
1.47M
$5.32M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.8K+ 3.88% |
$187K - $196K
|
1.47M
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
54.3K+ 987.0% |
$185K - $194K
|
59.8K
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.1KNew |
$109K - $115K
|
32.1K
$116K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
21.3K+ 32.04% |
$72.7K - $76.3K
|
87.9K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1KNew |
$65.1K - $68.3K
|
19.1K
$69.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.9KNew |
$64.5K - $67.7K
|
18.9K
$68.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
15KNew |
$51.2K - $53.7K
|
15K
$54.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$35.4K - $37.2K
|
10.4K
$37.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.26K+ 5.88% |
$28.2K - $29.6K
|
149K
$540K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8KNew |
$27.3K - $28.6K
|
8K
$29K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.4K+ 8.26% |
$21.8K - $22.9K
|
83.9K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
4.57K+ 42.62% |
$15.6K - $16.3K
|
15.3K
$55.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.5KNew |
$15.3K - $16.1K
|
4.5K
$16.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.03K+ 9.79% |
$10.3K - $10.9K
|
34K
$123K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
2.53KNew |
$8.62K - $9.05K
|
2.53K
$9.18K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.64K+ 1.31% |
$5.59K - $5.86K
|
126K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.05K+ 2.62% |
$3.59K - $3.77K
|
41.2K
$150K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
553New |
$1.89K - $1.98K
|
553
$2.01K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
497+ 2.25% |
$1.69K - $1.78K
|
22.6K
$81.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
352+ 0.93% |
$1.2K - $1.26K
|
38K
$138K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
225+ 1.87% |
$767 - $806
|
12.3K
$44.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
211+ 1.76% |
$720 - $755
|
12.2K
$44.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
177New |
$604 - $634
|
177
$643
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149+ 0.19% |
$508 - $533
|
79.9K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
108+ 1.81% |
$368 - $387
|
6.07K
$22K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
67+ 36.81% |
$228 - $240
|
249
$904
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-355- 0.03% |
$1.21K - $1.27K
|
1.07M
$3.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-433- 14.05% |
$1.48K - $1.55K
|
2.65K
$9.62K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-500- 2.72% |
$1.71K - $1.79K
|
17.9K
$64.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-718- 0.86% |
$2.45K - $2.57K
|
82.7K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-785- 1.55% |
$2.68K - $2.81K
|
49.9K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.56K- 12.14% |
$5.31K - $5.57K
|
11.3K
$40.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.04K- 1.14% |
$6.96K - $7.31K
|
177K
$641K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.37K- 2.36% |
$8.06K - $8.47K
|
97.8K
$355K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.37K- 11.03% |
$8.08K - $8.48K
|
19.1K
$69.4K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 2.01% |
$8.53K - $8.95K
|
122K
$441K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3K- 10.26% |
$10.2K - $10.7K
|
26.2K
$95.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.46K- 4.36% |
$15.2K - $15.9K
|
97.8K
$355K
|