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 107 institutions that hold shares in the stock, with a total of 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
91,226
shares
|
$330,238
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
90,123
shares
|
$326,245
0.0% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
89,974
shares
|
$325,705
0.01% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
85,334
shares
|
$308,909
0.0% of portfolio
|
Q3 2025
Reduced 29.22%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
78,568
shares
|
$284,416
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
74,528
shares
|
$269,791
0.0% of portfolio
|
Q3 2025
Reduced 41.15%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
71,732
shares
|
$259,669
0.07% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
71,485
shares
|
$258,775
0.18% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
70,089
shares
|
$253,722
0.19% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
68,400
shares
|
$247,608
0.0% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
53,079
shares
|
$192,145
0.02% of portfolio
|
Q2 2025
Added 66.5%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
52,294
shares
|
$189,304
0.02% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
51,789
shares
|
$187,476
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
51,176
shares
|
$185,257
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
51,176
shares
|
$185,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Nov 17, 2025 Q3 2025 |
50,000
shares
|
$181,000
0.11% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
48,089
shares
|
$174,082
0.01% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
47,274
shares
|
$171,131
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
44,762
shares
|
$162,038
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
43,733
shares
|
$158,313
0.0% of portfolio
|
Q3 2025
Added 28.65%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
41,186
shares
|
$149,093
0.0% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
40,190
shares
|
$145,487
0.03% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
35,000
shares
|
$126,700
0.02% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
34,366
shares
|
$124,404
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
30,576
shares
|
$110,685
0.0% of portfolio
|
Q3 2025
Added 370.4%
|
|