Purchases and Sales Made in Q4 2023 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.39M+ 7.57% |
$4.55M - $5.04M
|
19.8M
$71.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
348K+ 13.74% |
$1.14M - $1.26M
|
2.88M
$10.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
136K+ 257.0% |
$446K - $494K
|
189K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
88.3K+ 769.61% |
$289K - $320K
|
99.8K
$362K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.7K+ 5.78% |
$277K - $307K
|
1.55M
$5.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
73.3K+ 266.02% |
$240K - $265K
|
101K
$366K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40.7KNew |
$133K - $147K
|
40.7K
$148K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
39.3KNew |
$129K - $142K
|
39.3K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.6K+ 204.47% |
$116K - $129K
|
52.9K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.5K+ 3.06% |
$106K - $118K
|
1.09M
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
29KNew |
$94.8K - $105K
|
29K
$105K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.9KNew |
$88.1K - $97.5K
|
26.9K
$97.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.9KNew |
$88.1K - $97.5K
|
26.9K
$97.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21.6KNew |
$70.6K - $78.2K
|
21.6K
$78.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
21.5KNew |
$70.2K - $77.8K
|
21.5K
$78K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
21.1KNew |
$69K - $76.4K
|
21.1K
$76.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.5KNew |
$53.9K - $59.6K
|
16.5K
$59.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
12.2KNew |
$39.8K - $44.1K
|
12.2K
$44.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
12KNew |
$39.4K - $43.6K
|
12K
$43.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
11.9KNew |
$38.9K - $43.1K
|
11.9K
$43.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$37.1K - $41K
|
11.3K
$41.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
11KNew |
$35.9K - $39.8K
|
11K
$39.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 10.29% |
$35.7K - $39.5K
|
117K
$425K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 5.96% |
$33.1K - $36.6K
|
180K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.39K+ 16.42% |
$27.4K - $30.4K
|
59.5K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
7.4K+ 0.43% |
$24.2K - $26.8K
|
1.74M
$6.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.96K+ 6.17% |
$22.7K - $25.2K
|
120K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.27K+ 600.96% |
$20.5K - $22.7K
|
7.31K
$26.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.24K+ 13.97% |
$20.4K - $22.6K
|
50.9K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.77K+ 3.97% |
$18.9K - $20.9K
|
151K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.3K+ 22.19% |
$17.3K - $19.2K
|
29.2K
$106K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
4.38K+ 12.26% |
$14.3K - $15.8K
|
40.1K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.3K+ 2.7% |
$10.8K - $11.9K
|
126K
$456K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.8K+ 2.17% |
$9.16K - $10.1K
|
132K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.38KNew |
$7.78K - $8.61K
|
2.38K
$8.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.34KNew |
$7.64K - $8.46K
|
2.34K
$8.48K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
914+ 0.91% |
$2.99K - $3.31K
|
101K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
629+ 1.92% |
$2.06K - $2.28K
|
33.3K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
346+ 0.94% |
$1.13K - $1.25K
|
37.3K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
303New |
$991 - $1.1K
|
303
$1.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
283+ 1.12% |
$925 - $1.02K
|
25.4K
$92.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
263+ 2.32% |
$860 - $952
|
11.6K
$42K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
230+ 0.49% |
$752 - $833
|
47.2K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
207+ 1.48% |
$677 - $749
|
14.2K
$51.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
155+ 1.33% |
$507 - $561
|
11.8K
$43K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
107+ 1.86% |
$350 - $387
|
5.87K
$21.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-57- 24.78% |
$186 - $206
|
173
$628
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-404- 0.27% |
$1.32K - $1.46K
|
150K
$543K
|