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 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-328- 0.79% |
$1.18K - $1.23K
|
41.2K
$149K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
34.4KNew |
$123K - $129K
|
34.4K
$124K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.2K- 29.22% |
$126K - $132K
|
85.3K
$309K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.09K+ 414.92% |
$14.7K - $15.3K
|
5.07K
$18.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37New |
$133 - $139
|
37
$134
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.71M- 49.05% |
$6.14M - $6.41M
|
1.78M
$6.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.89K- 2.57% |
$6.8K - $7.1K
|
71.7K
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.17K- 2.36% |
$7.8K - $8.15K
|
90K
$326K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.56K- 0.89% |
$9.19K - $9.6K
|
286K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.24K+ 1.39% |
$11.6K - $12.2K
|
237K
$856K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
550New |
$1.97K - $2.06K
|
550
$1.99K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-192- 0.62% |
$689 - $720
|
30.9K
$112K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4.3KNew |
$15.4K - $16.1K
|
4.3K
$15.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35K+ 0.71% |
$4.65K - $5K
|
192K
$696K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30- 0.89% |
$104 - $111
|
3.36K
$12.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-50K- 50.0% |
$173K - $186K
|
50K
$181K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-6K- 4.56% |
$20.7K - $22.3K
|
126K
$455K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
18.4KNew |
$63.4K - $68.2K
|
18.4K
$66.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.9K- 85.49% |
$65K - $70K
|
3.2K
$11.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
51.2KNew |
$177K - $190K
|
51.2K
$185K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.2K+ 66.5% |
$73.1K - $78.7K
|
53.1K
$192K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.13K+ 68.61% |
$28K - $30.2K
|
20K
$72.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.1K+ 2.15% |
$3.8K - $4.08K
|
52.3K
$189K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.3KNew |
$35.5K - $38.1K
|
10.3K
$37.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.39KNew |
$4.81K - $5.17K
|
1.39K
$5.04K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-128K- 96.24% |
$441K - $474K
|
5K
$18.1K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150New |
$518 - $557
|
150
$543
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
PUT |
547KNew |
$1.89M - $2.03M
|
547K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.5K+ 22.81% |
$22.4K - $24.1K
|
35K
$127K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.4K- 65.86% |
$72.3K - $74.5K
|
10.6K
$38.3K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-44.5K- 4.96% |
$158K - $162K
|
852K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-16.1K- 28.98% |
$57K - $58.8K
|
39.5K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
26.5KNew |
$93.9K - $96.8K
|
26.5K
$96K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
87.5KNew |
$310K - $319K
|
87.5K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.33KNew |
$8.25K - $8.51K
|
2.33K
$8.44K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$3.54K - $3.65K
|
1K
$3.62K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$17.5K - $18.7K
|
5K
$18.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.8KNew |
$86.5K - $92.5K
|
24.8K
$89.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
108KNew |
$377K - $403K
|
108K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
8.75KNew |
$30.5K - $32.6K
|
8.75K
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.81K- 20.25% |
$16.8K - $17.9K
|
18.9K
$68.6K
|
|
|
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
$821K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28New |
$97.7 - $104
|
28
$101
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.02KNew |
$7.04K - $7.52K
|
2.02K
$7.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
156KNew |
$545K - $582K
|
156K
$565K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-7.97K- 39.26% |
$27.8K - $29.7K
|
12.3K
$44.6K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.4KNew |
$4.89K - $5.22K
|
1.4K
$5.07K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 16.66% |
$11.2K - $11.8K
|
15.8K
$57.1K
|
|