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 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-752Closed |
$3.29K - $3.52K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-18KClosed |
$78.7K - $84.2K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
10.3KNew |
$44.9K - $48.1K
|
10.3K
$37.2K
|
|
|
Jan 25, 2021
Q4 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-842Closed |
$3.68K - $3.94K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-50KClosed |
$219K - $234K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-12.5KClosed |
$54.6K - $58.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-28.8KClosed |
$126K - $138K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10.9KClosed |
$47.9K - $52.5K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Ota Financial Group L.P.
|
SELL
|
- |
-155KClosed |
$679K - $746K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
First Bank & Trust
|
SELL
|
- |
-1.49KClosed |
$6.53K - $7.18K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
15KNew |
$65.7K - $72.2K
|
15K
$54.3K
|
|
|
Oct 07, 2020
Q3 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-26.2KClosed |
$115K - $126K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-106KClosed |
$426K - $543K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-48.2KClosed |
$194K - $247K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.15KClosed |
$12.7K - $16.2K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.19KClosed |
$4.76K - $6.08K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
$42.6K - $54.4K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2KClosed |
$8.04K - $10.3K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.39KClosed |
$5.59K - $7.13K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.4K+ 102.51% |
$31.8K - $47.6K
|
16.6K
$60.1K
|
|
|
May 14, 2020
Q1 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1KClosed |
$3.78K - $5.66K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Regions Financial Corp
|
BUY
|
- |
11.9KNew |
$45K - $67.4K
|
11.9K
$43.1K
|
|
|
Apr 27, 2020
Q1 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-758Closed |
$2.87K - $4.29K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2020
Q4 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6KClosed |
$31.3K - $33.2K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35.3KClosed |
$184K - $195K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-87Closed |
$454 - $481
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.13KClosed |
$21.5K - $22.8K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-145Closed |
$757 - $802
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-5.83KClosed |
$30.4K - $32.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1KClosed |
$52K - $53.5K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-11.6KClosed |
$59.7K - $61.5K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.1KClosed |
$57.2K - $58.8K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1KClosed |
$5.17K - $5.32K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-2KClosed |
$10.3K - $10.6K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$12K - $12.3K
|
2.32K
$8.4K
|
|
|
Oct 09, 2019
Q3 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-6Closed |
$31 - $31.9
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9.5KClosed |
$48K - $49.8K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-11KClosed |
$55.5K - $57.6K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.5KClosed |
$52.9K - $54.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-12KClosed |
$60.6K - $62.9K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-800Closed |
$4.04K - $4.19K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-2.95KClosed |
$14.9K - $15.5K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-10KClosed |
$47.3K - $51.5K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-11.8KClosed |
$55.7K - $60.7K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.7KClosed |
$8.04K - $8.76K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-58.2KClosed |
$275K - $300K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5.38KClosed |
$25.5K - $27.7K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-500Closed |
$2.37K - $2.58K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-40KClosed |
$185K - $212K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10KClosed |
$46.3K - $53K
|
0
$0
|
|