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, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
21.1KNew |
$69K - $76.4K
|
21.1K
$75.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
11KNew |
$35.9K - $39.8K
|
11K
$39.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
29KNew |
$94.8K - $105K
|
29K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8.43K- 18.87% |
$27.6K - $30.5K
|
36.2K
$130K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
12.2KNew |
$39.8K - $44.1K
|
12.2K
$43.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
12KNew |
$39.4K - $43.6K
|
12K
$43.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.65K- 57.48% |
$15.2K - $16.8K
|
3.44K
$12.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
11.9KNew |
$38.9K - $43.1K
|
11.9K
$42.7K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
700New |
$2.32K - $2.58K
|
700
$2.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
13.9KNew |
$46.2K - $51.2K
|
13.9K
$49.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
20KNew |
$66.4K - $73.6K
|
20K
$71.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.2KNew |
$47.2K - $52.4K
|
14.2K
$51.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
6.24KNew |
$20.7K - $23K
|
6.24K
$22.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16.5KNew |
$54.8K - $60.7K
|
16.5K
$59.2K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
552+ 2.21% |
$1.83K - $2.03K
|
25.6K
$91.7K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.74K- 36.07% |
$5.76K - $6.39K
|
3.08K
$11K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.25K- 31.03% |
$7.9K - $8.19K
|
5K
$18K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.21K- 8.83% |
$4.25K - $4.4K
|
12.5K
$44.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.78KNew |
$9.75K - $10.1K
|
2.78K
$9.97K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.85K+ 0.72% |
$6.49K - $6.73K
|
259K
$928K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19+ 2.14% |
$67.1 - $74.1
|
908
$3.26K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-393K- 43.28% |
$1.39M - $1.53M
|
515K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.3KNew |
$43.4K - $48K
|
12.3K
$44.2K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.24K- 10.47% |
$4.36K - $4.82K
|
10.6K
$37.9K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
17.4KNew |
$61.5K - $67.9K
|
17.4K
$62.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
607+ 2.03% |
$2.14K - $2.37K
|
30.5K
$110K
|
|
| Q4 2022 | |||||||
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19KNew |
$66.6K - $71.3K
|
19K
$68.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91+ 1.27% |
$319 - $342
|
7.27K
$26.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
112KNew |
$394K - $422K
|
112K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
10KNew |
$35.1K - $37.6K
|
10K
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
19KNew |
$66.8K - $71.6K
|
19K
$68.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15.9KNew |
$55.8K - $59.8K
|
15.9K
$57.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.05KNew |
$7.2K - $7.71K
|
2.05K
$7.36K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.83K- 18.79% |
$9.94K - $10.6K
|
12.2K
$43.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.03KNew |
$7.13K - $7.64K
|
2.03K
$7.29K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2K- 10.75% |
$7.02K - $7.52K
|
16.6K
$59.6K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4New |
$14 - $15
|
4
$14.4
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
10.1KNew |
$35.5K - $38K
|
10.1K
$36.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.98K- 14.92% |
$6.94K - $7.43K
|
11.3K
$40.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
12KNew |
$42.1K - $45.1K
|
12K
$43.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-14.2K- 45.94% |
$50.1K - $56.9K
|
16.7K
$60.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.4KNew |
$40.1K - $45.5K
|
11.4K
$40.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.9KNew |
$38.4K - $43.6K
|
10.9K
$39.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
388New |
$1.37K - $1.55K
|
388
$1.39K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$36.2K - $41.1K
|
10.3K
$36.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
330New |
$1.16K - $1.32K
|
330
$1.18K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.22KNew |
$7.81K - $8.87K
|
2.22K
$7.96K
|
|
| Q2 2022 | |||||||
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-257- 5.4% |
$953 - $1.04K
|
4.5K
$16.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.01KClosed |
$3.75K - $4.07K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.1KNew |
$56.1K - $60.9K
|
15.1K
$54.3K
|
|