Optimum Investment Advisors Putnam Premier Income Trust Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	BUY	$4.62 - $4.82 $27,720 - $28,920	6,000 Added 100.0%	12,000 $56,000
Q4 2020 Jan 21, 2021	SELL	$4.37 - $4.68 $437 - $468	-100 Reduced 1.64%	6,000 $28,000
Q4 2019 Jan 22, 2020	BUY	$5.22 - $5.53 $522 - $553	100 Added 1.67%	6,100 $33,000
Q1 2018 May 09, 2018	BUY	$5.08 - $5.36 $30,480 - $32,160	6,000 New	6,000 $31,000

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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