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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 1.62% |
$10.2K - $10.7K
|
174K
$617K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-433- 14.05% |
$1.54K - $1.62K
|
2.65K
$9.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.9K+ 127.42% |
$145K - $152K
|
72.9K
$259K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-172- 0.34% |
$611 - $642
|
49.8K
$177K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-12K- 3.75% |
$42.8K - $44.9K
|
309K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
487+ 2.16% |
$1.73K - $1.82K
|
23K
$81.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
150+ 0.12% |
$533 - $560
|
123K
$437K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.4K- 7.63% |
$22.7K - $23.9K
|
77.5K
$275K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
250New |
$888 - $933
|
250
$888
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
11K+ 73.33% |
$39.1K - $41K
|
26K
$92.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-18K- 53.75% |
$63.9K - $67.1K
|
15.5K
$55K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.38K+ 5.85% |
$26.2K - $27.5K
|
134K
$474K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
525New |
$1.86K - $1.96K
|
525
$1.86K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28.1KNew |
$99.9K - $105K
|
28.1K
$99.9K
|
|
| Q2 2024 | |||||||
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.78K- 20.48% |
$19.7K - $20.7K
|
22.4K
$79.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
2.53KNew |
$8.62K - $9.05K
|
2.53K
$8.98K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
177New |
$604 - $634
|
177
$628
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.2K- 61.8% |
$58.7K - $61.6K
|
10.6K
$37.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
4.57K+ 42.62% |
$15.6K - $16.3K
|
15.3K
$54.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.56K- 12.14% |
$5.31K - $5.57K
|
11.3K
$40K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1KNew |
$65.1K - $68.3K
|
19.1K
$67.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8KNew |
$27.3K - $28.6K
|
8K
$28.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
108+ 1.81% |
$368 - $387
|
6.07K
$21.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
553New |
$1.89K - $1.98K
|
553
$1.96K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.37K- 11.03% |
$8.08K - $8.48K
|
19.1K
$67.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-500- 2.72% |
$1.71K - $1.79K
|
17.9K
$63.5K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.13KNew |
$32K - $33.8K
|
9.13K
$32.4K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.9K- 20.41% |
$10.2K - $10.7K
|
11.3K
$40.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.38K+ 9.98% |
$11.9K - $12.5K
|
37.3K
$132K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
53.8KNew |
$189K - $199K
|
53.8K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
696New |
$2.44K - $2.58K
|
696
$2.47K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7K- 5.05% |
$24.6K - $25.9K
|
132K
$468K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-8.56K- 21.77% |
$30K - $31.7K
|
30.7K
$109K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.4K+ 3.76% |
$4.91K - $5.18K
|
38.6K
$137K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-37.4K- 32.32% |
$131K - $138K
|
78.3K
$278K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.9KNew |
$88.1K - $97.5K
|
26.9K
$95.6K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1K- 13.33% |
$3.27K - $3.62K
|
6.5K
$23.1K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40.7KNew |
$133K - $147K
|
40.7K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
21.1KNew |
$69K - $76.4K
|
21.1K
$74.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
303New |
$991 - $1.1K
|
303
$1.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.34KNew |
$7.64K - $8.46K
|
2.34K
$8.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
263+ 2.32% |
$860 - $952
|
11.6K
$41.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.5KNew |
$53.9K - $59.6K
|
16.5K
$58.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.27K+ 600.96% |
$20.5K - $22.7K
|
7.31K
$26K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.38KNew |
$7.78K - $8.61K
|
2.38K
$8.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.6K+ 204.47% |
$116K - $129K
|
52.9K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
11KNew |
$35.9K - $39.8K
|
11K
$39K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
29KNew |
$94.8K - $105K
|
29K
$103K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8.43K- 18.87% |
$27.6K - $30.5K
|
36.2K
$129K
|
|