Purchases and Sales Made in Q3 2021 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.62MNew |
$7.3M - $7.67M
|
1.62M
$5.78M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.3K+ 7.39% |
$119K - $125K
|
382K
$1.36M
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
25.8K+ 0.18% |
$116K - $122K
|
14.5M
$51.8M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$113K - $119K
|
25K
$89.3K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.1K+ 25.36% |
$99.5K - $105K
|
109K
$390K
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
15.8K+ 2.2% |
$71.3K - $75K
|
734K
$2.62M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.7K+ 59.45% |
$61.8K - $65K
|
36.8K
$131K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6K+ 92.61% |
$61.4K - $64.6K
|
28.3K
$101K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 2.1% |
$60.5K - $63.6K
|
653K
$2.33M
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.5K+ 6.1% |
$42.8K - $45K
|
165K
$590K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.46K+ 8.72% |
$42.6K - $44.8K
|
118K
$421K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.85K+ 36.75% |
$35.4K - $37.2K
|
29.2K
$104K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
7.04KNew |
$31.8K - $33.4K
|
7.04K
$25.1K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.77K+ 3.06% |
$30.5K - $32.1K
|
228K
$814K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.46K+ 25.49% |
$24.6K - $25.9K
|
26.9K
$95.9K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 8.19% |
$24.5K - $25.8K
|
71.8K
$256K
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.85K+ 6.39% |
$17.3K - $18.2K
|
64K
$229K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.7K+ 13.66% |
$16.7K - $17.5K
|
30.8K
$110K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.14K+ 0.5% |
$9.64K - $10.1K
|
433K
$1.54M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2KNew |
$9.02K - $9.48K
|
2K
$7.14K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.7K+ 9.72% |
$7.68K - $8.07K
|
19.2K
$68.6K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.29K+ 4.84% |
$5.81K - $6.11K
|
27.9K
$99.7K
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.25K+ 3.97% |
$5.64K - $5.93K
|
32.7K
$117K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.12K+ 22400.0% |
$5.05K - $5.31K
|
1.13K
$4.02K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06K+ 0.75% |
$4.76K - $5.01K
|
143K
$509K
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
830+ 1.67% |
$3.74K - $3.93K
|
50.5K
$180K
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
800+ 2.39% |
$3.61K - $3.79K
|
34.3K
$122K
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
785+ 2.2% |
$3.54K - $3.72K
|
36.5K
$130K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
500+ 2.37% |
$2.26K - $2.37K
|
21.6K
$77.2K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
296+ 1.03% |
$1.33K - $1.4K
|
29K
$103K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
221+ 1.6% |
$997 - $1.05K
|
14K
$50K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
105+ 0.13% |
$474 - $498
|
83.3K
$297K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
63+ 1.69% |
$284 - $299
|
3.78K
$13.5K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22New |
$99.2 - $104
|
22
$78.5
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 1.79% |
$13.5 - $14.2
|
171
$610
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-36- 0.06% |
$162 - $171
|
61.2K
$219K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-97- 1.18% |
$437 - $460
|
8.1K
$28.9K
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-346Closed |
$1.56K - $1.64K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-666Closed |
$3K - $3.16K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-822Closed |
$3.71K - $3.9K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.21K- 16.95% |
$5.46K - $5.74K
|
5.93K
$21.2K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.04K- 0.87% |
$9.21K - $9.68K
|
232K
$830K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.05KClosed |
$9.25K - $9.72K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.24K- 4.63% |
$10.1K - $10.6K
|
46.1K
$164K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.35K- 1.32% |
$19.6K - $20.6K
|
326K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.74K- 9.33% |
$21.4K - $22.5K
|
46.1K
$164K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.62K- 34.49% |
$25.4K - $26.7K
|
10.7K
$38.1K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.32K- 90.42% |
$28.5K - $29.9K
|
669
$2.39K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7K- 14.55% |
$31.6K - $33.2K
|
41.1K
$147K
|