Laurel Wealth Advisors, Inc. Putnam Premier Income Trust Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 13, 2019	SELL	$5.05 - $5.24 $60,635 - $62,916	-12,007 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$4.73 - $5.15 $534 - $581	113 Added 0.95%	12,007 $62,000
Q4 2018 Feb 13, 2019	BUY	$4.63 - $5.3 $55,069 - $63,038	11,894 New	11,894 $55,000
Q3 2018 Nov 15, 2018	SELL	$5.18 - $5.32 $59,642 - $61,254	-11,514 Closed	0 $0
Q2 2018 Aug 20, 2018	BUY	$5.18 - $5.49 $590 - $625	114 Added 1.0%	11,514 $60,000
Q1 2018 May 16, 2018	BUY	$5.08 - $5.36 $57,912 - $61,104	11,400 New	11,400 $59,000

Others Institutions Holding PPT

# of Institutions

97

Shares Held

34M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

20.2M
Shares

$72.5 Million
1.68% of portfolio
Allspring Global Investments Holdings, LLC

3.76M
Shares

$13.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.41M
Shares

$5.05 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

1.13M
Shares

$4.06 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.01M
Shares

$3.63 Million
0.35% of portfolio

About PUTNAM PREMIER INCOME TRUST

Ticker PPT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Premier Income Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the public fixed income markets across the globe. The fund primarily invests in U.S. high-grade and high-yield bonds with an average credit quality o...

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