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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
12KNew |
$42.1K - $45.1K
|
12K
$42.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.9KNew |
$38.4K - $43.6K
|
10.9K
$38.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.4KNew |
$40.1K - $45.5K
|
11.4K
$40.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-14.2K- 45.94% |
$50.1K - $56.9K
|
16.7K
$59.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
388New |
$1.37K - $1.55K
|
388
$1.37K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$36.2K - $41.1K
|
10.3K
$36.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
330New |
$1.16K - $1.32K
|
330
$1.16K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.22KNew |
$7.81K - $8.87K
|
2.22K
$7.83K
|
|
| Q2 2022 | |||||||
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-257- 5.4% |
$953 - $1.04K
|
4.5K
$15.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.01KClosed |
$3.75K - $4.07K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
47KNew |
$174K - $189K
|
47K
$166K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
41.9KNew |
$155K - $169K
|
41.9K
$148K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$3.71K - $4.03K
|
1K
$3.53K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16.6KNew |
$61.7K - $67K
|
16.6K
$58.7K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-70.1KClosed |
$260K - $282K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.2KNew |
$38K - $41.3K
|
10.2K
$36.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-11.9KClosed |
$44.1K - $48K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6KNew |
$22.3K - $24.2K
|
6K
$21.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
653+ 6.26% |
$2.42K - $2.63K
|
11.1K
$39.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-6K- 8.94% |
$22.3K - $24.2K
|
61.2K
$216K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.69KNew |
$6.25K - $6.79K
|
1.69K
$5.95K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-257- 5.4% |
$953 - $1.04K
|
4.5K
$15.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
973+ 4.46% |
$3.61K - $3.92K
|
22.8K
$80.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
79+ 2.01% |
$293 - $318
|
4K
$14.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 2.26% |
$14.8 - $16.1
|
181
$639
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1KClosed |
$3.71K - $4.03K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-61.6KClosed |
$236K - $270K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.7KClosed |
$41K - $47K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.83K+ 217.92% |
$18.5K - $21.2K
|
7.04K
$24.9K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6KNew |
$78.9K - $90.5K
|
20.6K
$72.7K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.15KClosed |
$12.1K - $13.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-67.1KClosed |
$257K - $295K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-47.7KClosed |
$183K - $209K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.7K- 7.95% |
$10.3K - $11.9K
|
31.3K
$110K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-4.4KClosed |
$16.9K - $19.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-12.1KClosed |
$46.4K - $53.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-18KClosed |
$68.8K - $78.9K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-12.3KClosed |
$47.2K - $54.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-10KClosed |
$38.3K - $43.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-37.1KClosed |
$142K - $163K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.13KClosed |
$4.77K - $5.19K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
708New |
$3K - $3.26K
|
708
$2.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$44.4K - $48.2K
|
10.5K
$36.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-46.1KClosed |
$195K - $212K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-7.04KClosed |
$29.9K - $32.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.34K- 6.95% |
$5.66K - $6.15K
|
17.9K
$63.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-669Closed |
$2.84K - $3.08K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
3KNew |
$12.7K - $13.8K
|
3K
$10.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-13.8KClosed |
$58.5K - $63.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-346Closed |
$1.56K - $1.64K
|
0
$0
|
|