Purchases and Sales Made in Q3 2023 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-5.9K- 3.36% |
$19.6K - $21.7K
|
170K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.98K- 10.57% |
$19.8K - $22K
|
50.6K
$180K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.49K- 44.5% |
$21.6K - $23.9K
|
8.1K
$28.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.68K- 24.86% |
$25.5K - $28.3K
|
23.2K
$82.6K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.7K- 5.92% |
$25.6K - $28.3K
|
122K
$435K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-15K- 9.76% |
$49.8K - $55.2K
|
139K
$494K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-19.3K- 43.36% |
$63.9K - $70.9K
|
25.2K
$89.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-28.9K- 2.66% |
$96.1K - $107K
|
1.06M
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.2K- 65.63% |
$110K - $122K
|
17.4K
$61.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-48K- 10.08% |
$159K - $177K
|
428K
$1.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-48.8K- 9.67% |
$162K - $179K
|
455K
$1.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.1K- 28.36% |
$223K - $247K
|
170K
$604K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-115K- 47.17% |
$382K - $423K
|
129K
$459K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-135K- 9.28% |
$447K - $495K
|
1.32M
$4.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-232K- 12.32% |
$770K - $854K
|
1.65M
$5.88M
|