Purchases and Sales Made in Q4 2022 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.16M+ 3013.92% |
$4.06M - $4.35M
|
1.2M
$4.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
877K+ 5.38% |
$3.08M - $3.3M
|
17.2M
$60.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
275K+ 32.58% |
$967K - $1.04M
|
1.12M
$3.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
175K+ 241.62% |
$613K - $656K
|
247K
$864K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
149K+ 12.7% |
$523K - $560K
|
1.32M
$4.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
112KNew |
$394K - $422K
|
112K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
107K+ 31.83% |
$375K - $402K
|
443K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
100K+ 5.63% |
$351K - $376K
|
1.88M
$6.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
74.9K+ 9.0% |
$263K - $282K
|
907K
$3.18M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
73.1KNew |
$257K - $275K
|
73.1K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
44.8KNew |
$157K - $168K
|
44.8K
$157K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
32KNew |
$112K - $120K
|
32K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.5K+ 31.0% |
$89.4K - $95.7K
|
108K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
19KNew |
$66.8K - $71.6K
|
19K
$66.6K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19KNew |
$66.6K - $71.3K
|
19K
$66.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19K+ 37.78% |
$66.6K - $71.3K
|
69.2K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15.9KNew |
$55.8K - $59.8K
|
15.9K
$55.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$52.5K - $56.2K
|
14.9K
$52.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 20.97% |
$46.7K - $50K
|
76.7K
$268K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
12KNew |
$42.1K - $45.1K
|
12K
$42K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
11.8KNew |
$41.4K - $44.4K
|
11.8K
$41.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$40.6K - $43.5K
|
11.6K
$40.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
10.6KNew |
$37.2K - $39.9K
|
10.6K
$37.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
10.1KNew |
$35.5K - $38K
|
10.1K
$35.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
10KNew |
$35.1K - $37.6K
|
10K
$35K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.13KNew |
$32K - $34.3K
|
9.13K
$31.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.54K+ 3.51% |
$30K - $32.1K
|
252K
$881K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.64K+ 38.04% |
$23.3K - $25K
|
24.1K
$84.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.24K+ 34.64% |
$14.9K - $15.9K
|
16.5K
$57.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.05KNew |
$7.2K - $7.71K
|
2.05K
$7.18K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.03KNew |
$7.13K - $7.64K
|
2.03K
$7.11K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.87K+ 6.67% |
$6.57K - $7.03K
|
29.9K
$105K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.09K+ 8.69% |
$3.84K - $4.11K
|
13.7K
$47.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
924+ 0.64% |
$3.24K - $3.47K
|
145K
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
889New |
$3.12K - $3.34K
|
889
$3.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
793+ 1.09% |
$2.78K - $2.98K
|
73.7K
$258K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
297+ 0.83% |
$1.04K - $1.12K
|
36.1K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
133+ 1.19% |
$467 - $500
|
11.3K
$39.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91+ 1.27% |
$319 - $342
|
7.27K
$25.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
86+ 1.46% |
$302 - $323
|
5.96K
$20.8K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
42+ 0.03% |
$147 - $158
|
133K
$464K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26+ 0.54% |
$91.3 - $97.8
|
4.84K
$16.9K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4New |
$14 - $15
|
4
$14
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59- 0.02% |
$207 - $222
|
300K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-84- 0.2% |
$295 - $316
|
42K
$147K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-133- 1.17% |
$467 - $500
|
11.3K
$39.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-256- 0.44% |
$899 - $963
|
57.5K
$201K
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
SELL
|
- |
-543- 2.22% |
$1.91K - $2.04K
|
24K
$83.8K
|