Institutional Ownership Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
96,285
shares
|
$349,514
0.01% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
93,548
shares
|
$339,579
0.0% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
88,596
shares
|
$321,603
0.24% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
86,056
shares
|
$312,383
0.04% of portfolio
|
Q3 2024
Reduced 66.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
84,757
shares
|
$307,667
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
77,467
shares
|
$281,205
0.0% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
70,095
shares
|
$254,444
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
66,456
shares
|
$241,235
0.22% of portfolio
|
Q3 2024
Reduced 19.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
62,330
shares
|
$226,257
0.0% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
61,958
shares
|
$224,907
0.0% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
57,685
shares
|
$209,396
0.07% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
53,079
shares
|
$192,676
0.02% of portfolio
|
Q4 2024
Reduced 73.19%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
51,176
shares
|
$185,768
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
47,927
shares
|
$173,975
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
47,840
shares
|
$173,659
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
45,431
shares
|
$164,914
0.0% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
40,190
shares
|
$145,889
0.03% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
38,594
shares
|
$140,096
0.02% of portfolio
|
Q1 2024
Added 3.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
37,504
shares
|
$136,139
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
33,130
shares
|
$120,261
0.0% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
29,917
shares
|
$108,598
0.0% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
28,985
shares
|
$105,215
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
28,500
shares
|
$103,455
0.02% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
23,749
shares
|
$86,208
0.0% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
23,546
shares
|
$85,471
0.04% of portfolio
|
Q4 2024
Added 2.17%
|