Latest Institutional Purchases of Putnam Premier Income Trust (PPT)
This list provides information on the latest institutional transactions involving Putnam Premier Income Trust (PPT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.9KNew |
$88.1K - $97.5K
|
26.9K
$95.6K
|
|
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
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.5KNew |
$53.9K - $59.6K
|
16.5K
$58.5K
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
12.2KNew |
$39.8K - $44.1K
|
12.2K
$43.2K
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
12KNew |
$39.4K - $43.6K
|
12K
$42.7K
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
11.9KNew |
$38.9K - $43.1K
|
11.9K
$42.2K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
11KNew |
$35.9K - $39.8K
|
11K
$39K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.27K+ 600.96% |
$20.5K - $22.7K
|
7.31K
$26K
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.8K+ 2.17% |
$9.16K - $10.1K
|
132K
$467K
|
|
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
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.34KNew |
$7.64K - $8.46K
|
2.34K
$8.29K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
303New |
$991 - $1.1K
|
303
$1.08K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
263+ 2.32% |
$860 - $952
|
11.6K
$41.1K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
20KNew |
$66.4K - $73.6K
|
20K
$71K
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16.5KNew |
$54.8K - $60.7K
|
16.5K
$58.6K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.2KNew |
$47.2K - $52.4K
|
14.2K
$50.5K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
13.9KNew |
$46.2K - $51.2K
|
13.9K
$49.4K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
6.24KNew |
$20.7K - $23K
|
6.24K
$22.2K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$3.32K - $3.68K
|
1K
$3.55K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
700New |
$2.32K - $2.58K
|
700
$2.49K
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
552+ 2.21% |
$1.83K - $2.03K
|
25.6K
$90.7K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.78KNew |
$9.75K - $10.1K
|
2.78K
$9.86K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.85K+ 0.72% |
$6.49K - $6.73K
|
259K
$918K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
17.4KNew |
$61.5K - $67.9K
|
17.4K
$61.8K
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.3KNew |
$43.4K - $48K
|
12.3K
$43.7K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
607+ 2.03% |
$2.14K - $2.37K
|
30.5K
$108K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19+ 2.14% |
$67.1 - $74.1
|
908
$3.22K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
112KNew |
$394K - $422K
|
112K
$398K
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
19KNew |
$66.8K - $71.6K
|
19K
$67.6K
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19KNew |
$66.6K - $71.3K
|
19K
$67.4K
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15.9KNew |
$55.8K - $59.8K
|
15.9K
$56.5K
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
12KNew |
$42.1K - $45.1K
|
12K
$42.6K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
10.1KNew |
$35.5K - $38K
|
10.1K
$35.9K
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
10KNew |
$35.1K - $37.6K
|
10K
$35.5K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.05KNew |
$7.2K - $7.71K
|
2.05K
$7.28K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.03KNew |
$7.13K - $7.64K
|
2.03K
$7.21K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91+ 1.27% |
$319 - $342
|
7.27K
$25.8K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4New |
$14 - $15
|
4
$14.2
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.4KNew |
$40.1K - $45.5K
|
11.4K
$40.4K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.9KNew |
$38.4K - $43.6K
|
10.9K
$38.7K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$36.2K - $41.1K
|
10.3K
$36.5K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.22KNew |
$7.81K - $8.87K
|
2.22K
$7.87K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
388New |
$1.37K - $1.55K
|
388
$1.38K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
330New |
$1.16K - $1.32K
|
330
$1.17K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
47KNew |
$174K - $189K
|
47K
$167K
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
41.9KNew |
$155K - $169K
|
41.9K
$149K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16.6KNew |
$61.7K - $67K
|
16.6K
$59K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.1KNew |
$56.1K - $60.9K
|
15.1K
$53.6K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.2KNew |
$38K - $41.3K
|
10.2K
$36.3K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6KNew |
$22.3K - $24.2K
|
6K
$21.3K
|