Powell Investment Advisors, LLC Putnam Premier Income Trust Transaction History

Powell Investment Advisors, LLC

$211 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 07, 2020	SELL	$4.38 - $4.81 $114,913 - $126,195	-26,236 Closed	0 $0
Q2 2020 Jul 31, 2020	BUY	$4.02 - $5.13 $570 - $728	142 Added 0.54%	26,236 $125,000
Q1 2020 May 12, 2020	BUY	$3.78 - $5.66 $438 - $656	116 Added 0.45%	26,094 $119,000
Q4 2019 Feb 10, 2020	BUY	$5.22 - $5.53 $135,605 - $143,658	25,978 New	25,978 $142,000

Others Institutions Holding PPT

# of Institutions

95

Shares Held

33.2M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

19M
Shares

$69.1 Million
1.57% of portfolio
Allspring Global Investments Holdings, LLC

3.76M
Shares

$13.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.47M
Shares

$5.32 Million
0.0% of portfolio
Karpus Management, Inc. Pittsford, NY

1.07M
Shares

$3.87 Million
0.12% of portfolio
Invesco Ltd. Atlanta, GA

1.06M
Shares

$3.86 Million
0.0% 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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