Purchases and Sales Made in Q4 2024 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q4 2024. 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, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.69M+ 8.37% |
$5.9M - $6.3M
|
21.9M
$79.4M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
950K+ 94.0% |
$3.32M - $3.54M
|
1.96M
$7.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
598KNew |
$2.09M - $2.23M
|
598K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
227KNew |
$792K - $846K
|
227K
$823K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
156KNew |
$545K - $582K
|
156K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
108KNew |
$377K - $403K
|
108K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
102KNew |
$355K - $380K
|
102K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.3K+ 6.85% |
$336K - $359K
|
1.5M
$5.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
77.8K+ 63.17% |
$272K - $290K
|
201K
$729K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
70.1KNew |
$245K - $261K
|
70.1K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.7KNew |
$229K - $245K
|
65.7K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.5K+ 26.15% |
$159K - $170K
|
220K
$797K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
39.3K+ 630.98% |
$137K - $147K
|
45.5K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31KNew |
$108K - $116K
|
31K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.8KNew |
$86.5K - $92.5K
|
24.8K
$90K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 15.56% |
$82.3K - $87.9K
|
175K
$636K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23.5K+ 49.21% |
$82.2K - $87.8K
|
71.4K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.1K+ 2.04% |
$80.7K - $86.2K
|
1.15M
$4.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18.7K+ 0.5% |
$65.2K - $69.7K
|
3.78M
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3KNew |
$46.4K - $49.6K
|
13.3K
$48.3K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
8.75KNew |
$30.5K - $32.6K
|
8.75K
$31.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.18K+ 109.76% |
$25K - $26.8K
|
13.7K
$49.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.04K+ 5.71% |
$21.1K - $22.5K
|
112K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5.19K+ 7.81% |
$18.1K - $19.4K
|
71.6K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$17.5K - $18.7K
|
5K
$18.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.5K+ 9.62% |
$8.73K - $9.33K
|
28.5K
$103K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.02KNew |
$7.04K - $7.52K
|
2.02K
$7.32K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.78K+ 6.31% |
$6.2K - $6.62K
|
29.9K
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.4KNew |
$4.89K - $5.22K
|
1.4K
$5.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.1K+ 1.42% |
$3.84K - $4.1K
|
78.6K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.05K+ 1.12% |
$3.65K - $3.91K
|
94.6K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
499+ 2.17% |
$1.74K - $1.86K
|
23.5K
$85.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
228+ 1.98% |
$796 - $850
|
11.8K
$42.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
214+ 1.74% |
$747 - $798
|
12.5K
$45.5K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150New |
$524 - $560
|
150
$545
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
74+ 35.92% |
$258 - $276
|
280
$1.02K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28New |
$97.7 - $104
|
28
$102
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-784- 3.75% |
$2.74K - $2.92K
|
20.1K
$73.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-999- 99.9% |
$3.49K - $3.73K
|
1
$3.63
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.08K- 3.27% |
$3.78K - $4.04K
|
32K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.43K- 1.41% |
$5K - $5.35K
|
100K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.58K- 1.87% |
$5.52K - $5.9K
|
83.2K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.84K- 3.7% |
$6.42K - $6.86K
|
47.9K
$174K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.36K- 2.39% |
$8.22K - $8.78K
|
96.3K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3K- 2.64% |
$10.5K - $11.2K
|
111K
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.23K- 60.11% |
$11.3K - $12K
|
2.14K
$7.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.23K- 9.31% |
$14.8K - $15.8K
|
41.2K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.81K- 20.25% |
$16.8K - $17.9K
|
18.9K
$68.8K
|