Purchases and Sales Made in Q2 2025 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.74M+ 11.91% |
$9.45M - $10.2M
|
25.7M
$95.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
156KNew |
$538K - $579K
|
156K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
127KNew |
$437K - $470K
|
127K
$469K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 7.21% |
$388K - $417K
|
1.67M
$6.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
105K+ 577.5% |
$363K - $390K
|
123K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
51.2KNew |
$177K - $190K
|
51.2K
$189K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.6K+ 23.5% |
$164K - $177K
|
250K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46KNew |
$159K - $171K
|
46K
$170K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.3K+ 200.25% |
$153K - $164K
|
66.3K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41.5KNew |
$143K - $154K
|
41.5K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
36K+ 54.69% |
$124K - $134K
|
102K
$377K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.2K+ 66.5% |
$73.1K - $78.7K
|
53.1K
$196K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 2.91% |
$66.1K - $71.1K
|
677K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
18.4KNew |
$63.4K - $68.2K
|
18.4K
$68K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.3KNew |
$35.5K - $38.1K
|
10.3K
$38K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.13K+ 68.61% |
$28K - $30.2K
|
20K
$73.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.57K+ 19.51% |
$26.1K - $28.1K
|
46.4K
$172K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.5K+ 22.81% |
$22.4K - $24.1K
|
35K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.94K+ 6.35% |
$20.5K - $22K
|
99.4K
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
5.84K+ 2.57% |
$20.1K - $21.7K
|
233K
$863K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.76K+ 3.04% |
$19.9K - $21.4K
|
195K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.33K+ 3.77% |
$14.9K - $16.1K
|
119K
$440K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.72K+ 3.61% |
$12.8K - $13.8K
|
107K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.78K+ 6.65% |
$9.57K - $10.3K
|
44.5K
$165K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.49K+ 2.07% |
$5.15K - $5.54K
|
73.6K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.39KNew |
$4.81K - $5.17K
|
1.39K
$5.15K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35K+ 0.71% |
$4.65K - $5K
|
192K
$711K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.12K+ 1.34% |
$3.85K - $4.14K
|
84.4K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.1K+ 2.15% |
$3.8K - $4.08K
|
52.3K
$193K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
708+ 0.25% |
$2.44K - $2.63K
|
289K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
663+ 0.96% |
$2.29K - $2.46K
|
69.4K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
521+ 2.15% |
$1.8K - $1.93K
|
24.8K
$91.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
520+ 2.11% |
$1.79K - $1.93K
|
25.2K
$93.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
349+ 2.08% |
$1.2K - $1.29K
|
17.2K
$63.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
348+ 1.44% |
$1.2K - $1.29K
|
24.5K
$90.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
239+ 1.98% |
$825 - $887
|
12.3K
$45.6K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150New |
$518 - $557
|
150
$555
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 2.03% |
$20.7 - $22.3
|
302
$1.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7- 0.02% |
$24.2 - $26
|
34K
$126K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30- 0.89% |
$104 - $111
|
3.36K
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-36- 17.48% |
$124 - $134
|
170
$629
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-144- 0.16% |
$497 - $534
|
91.4K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-204- 12.52% |
$704 - $757
|
1.43K
$5.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-527- 0.55% |
$1.82K - $1.96K
|
95.9K
$355K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-838- 2.63% |
$2.89K - $3.11K
|
31.1K
$115K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.16K- 53.99% |
$3.99K - $4.29K
|
985
$3.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.23K- 2.37% |
$7.7K - $8.28K
|
92.1K
$341K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-6K- 4.56% |
$20.7K - $22.3K
|
126K
$465K
|