Latest Institutional Transactions on Putnam Premier Income Trust (PPT)
This table provides information on the latest institutional transactions involving Putnam Premier Income Trust (PPT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.5K+ 26.15% |
$159K - $170K
|
220K
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
8.75KNew |
$30.5K - $32.6K
|
8.75K
$31.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.1K+ 1.42% |
$3.84K - $4.1K
|
78.6K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 15.56% |
$82.3K - $87.9K
|
175K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.8KNew |
$86.5K - $92.5K
|
24.8K
$88.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.6K- 22.09% |
$75.3K - $80.4K
|
76.1K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.04K+ 5.71% |
$21.1K - $22.5K
|
112K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.43K- 1.41% |
$5K - $5.35K
|
100K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-46.8K- 4.96% |
$163K - $175K
|
897K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$17.5K - $18.7K
|
5K
$17.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3KNew |
$46.4K - $49.6K
|
13.3K
$47.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.3K+ 6.85% |
$336K - $359K
|
1.5M
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.7KNew |
$229K - $245K
|
65.7K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
108KNew |
$377K - $403K
|
108K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31KNew |
$108K - $116K
|
31K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
74+ 35.92% |
$258 - $276
|
280
$1K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5.19K+ 7.81% |
$18.1K - $19.4K
|
71.6K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.69M+ 8.37% |
$5.9M - $6.3M
|
21.9M
$78.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.1K+ 2.04% |
$80.7K - $86.2K
|
1.15M
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-178K- 67.77% |
$620K - $663K
|
84.5K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.2K- 29.38% |
$63.5K - $67.9K
|
43.8K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
950K+ 94.0% |
$3.32M - $3.54M
|
1.96M
$7.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.9K- 36.96% |
$48.4K - $51.7K
|
23.6K
$84.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.23K- 9.31% |
$14.8K - $15.8K
|
41.2K
$148K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.05K+ 1.12% |
$3.65K - $3.91K
|
94.6K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3K- 2.64% |
$10.5K - $11.2K
|
111K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.81K- 20.25% |
$16.8K - $17.9K
|
18.9K
$67.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-784- 3.75% |
$2.74K - $2.92K
|
20.1K
$72.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.08K- 3.27% |
$3.78K - $4.04K
|
32K
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23.5K+ 49.21% |
$82.2K - $87.8K
|
71.4K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
214+ 1.74% |
$747 - $798
|
12.5K
$44.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-30.5K- 35.4% |
$106K - $114K
|
55.6K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
102KNew |
$355K - $380K
|
102K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
228+ 1.98% |
$796 - $850
|
11.8K
$42.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.58K- 1.87% |
$5.52K - $5.9K
|
83.2K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.72K- 5.02% |
$30.4K - $32.5K
|
165K
$591K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
227KNew |
$792K - $846K
|
227K
$812K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.71K- 5.7% |
$30.4K - $32.5K
|
144K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
39.3K+ 630.98% |
$137K - $147K
|
45.5K
$163K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
598KNew |
$2.09M - $2.23M
|
598K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.18K+ 109.76% |
$25K - $26.8K
|
13.7K
$49.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.23K- 60.11% |
$11.3K - $12K
|
2.14K
$7.66K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28New |
$97.7 - $104
|
28
$100
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18.7K+ 0.5% |
$65.2K - $69.7K
|
3.78M
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-7.39K- 7.7% |
$25.8K - $27.6K
|
88.6K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.36K- 2.39% |
$8.22K - $8.78K
|
96.3K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
70.1KNew |
$245K - $261K
|
70.1K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 14.55% |
$37K - $39.6K
|
62.3K
$223K
|