Purchases and Sales Made in Q3 2022 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.17M+ 7.75% |
$4.13M - $4.69M
|
16.3M
$57M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
511K+ 77.14% |
$1.8M - $2.04M
|
1.17M
$4.11M
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
131K+ 18.73% |
$462K - $525K
|
833K
$2.91M
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
63.5K+ 3.7% |
$223K - $254K
|
1.78M
$6.22M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45K+ 415.06% |
$158K - $180K
|
55.9K
$195K
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38.4KNew |
$135K - $154K
|
38.4K
$134K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
32K+ 30.82% |
$112K - $128K
|
136K
$475K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.7K+ 8.04% |
$90.5K - $103K
|
345K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.2K+ 2.04% |
$88.8K - $101K
|
1.26M
$4.41M
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
23.1K+ 7.4% |
$81.5K - $92.6K
|
336K
$1.17M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.5KNew |
$79.1K - $89.8K
|
22.5K
$78.6K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 74.7% |
$75.5K - $85.9K
|
50.2K
$176K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.6K+ 7.01% |
$69.1K - $78.5K
|
300K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9KNew |
$45.5K - $51.7K
|
12.9K
$45.2K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6KNew |
$44.3K - $50.4K
|
12.6K
$44.1K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.4KNew |
$40.1K - $45.5K
|
11.4K
$39.8K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.9KNew |
$38.4K - $43.6K
|
10.9K
$38.2K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$36.2K - $41.1K
|
10.3K
$35.9K
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
8.22K+ 12.84% |
$28.9K - $32.9K
|
72.2K
$253K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.2KNew |
$28.9K - $32.8K
|
8.2K
$28.7K
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.73K+ 27.01% |
$20.2K - $22.9K
|
26.9K
$94.2K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.53K+ 8.2% |
$8.89K - $10.1K
|
33.3K
$117K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.39K+ 6.7% |
$8.41K - $9.56K
|
38.1K
$133K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.22KNew |
$7.81K - $8.87K
|
2.22K
$7.76K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.06K+ 13.11% |
$7.24K - $8.22K
|
17.7K
$62.1K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.93K+ 1.35% |
$6.78K - $7.7K
|
144K
$505K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.6K+ 2.22% |
$5.63K - $6.4K
|
73.5K
$257K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42K+ 2.53% |
$5.01K - $5.69K
|
57.7K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.15K+ 1.85% |
$4.05K - $4.6K
|
63.4K
$222K
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
742+ 0.66% |
$2.61K - $2.97K
|
113K
$394K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
568+ 2.07% |
$2K - $2.27K
|
28K
$98.1K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
461+ 0.42% |
$1.62K - $1.84K
|
110K
$383K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
388New |
$1.37K - $1.55K
|
388
$1.36K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
330New |
$1.16K - $1.32K
|
330
$1.16K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
277+ 0.78% |
$975 - $1.11K
|
35.8K
$125K
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
155+ 1.04% |
$546 - $620
|
15.1K
$52.8K
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
123+ 1.12% |
$433 - $492
|
11.1K
$39K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 1.47% |
$299 - $340
|
5.87K
$20.5K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-154- 2.1% |
$542 - $616
|
7.18K
$25.1K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-156- 0.19% |
$549 - $624
|
82.1K
$287K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-363- 2.67% |
$1.28K - $1.45K
|
13.2K
$46.4K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-600- 0.45% |
$2.11K - $2.4K
|
131K
$460K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-790- 6.06% |
$2.78K - $3.16K
|
12.2K
$42.8K
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-1.02K- 3.98% |
$3.58K - $4.06K
|
24.5K
$85.7K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 6.01% |
$3.93K - $4.46K
|
17.5K
$61.1K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.81K- 3.25% |
$6.37K - $7.24K
|
53.8K
$188K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2KClosed |
$7.04K - $8K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.5K- 1.68% |
$8.8K - $10K
|
146K
$511K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-5.08K- 2.05% |
$17.9K - $20.3K
|
243K
$851K
|