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 |
|---|---|---|---|---|---|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
22,436
shares
|
$81,442
0.03% of portfolio
|
Q2 2024
Reduced 20.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
20,928
shares
|
$75,968
0.0% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
20,826
shares
|
$75,598
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,566
shares
|
$71,024
0.0% of portfolio
|
Q3 2024
Added 88.44%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,111
shares
|
$69,372
0.0% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
17,886
shares
|
$64,926
0.04% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
15,761
shares
|
$57,212
0.0% of portfolio
|
Q3 2024
Reduced 16.66%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
15,490
shares
|
$56,228
0.01% of portfolio
|
Q3 2024
Reduced 53.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,020
shares
|
$54,522
0.0% of portfolio
|
Q3 2024
Reduced 65.14%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
14,573
shares
|
$52,899
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
12,330
shares
|
$44,757
0.01% of portfolio
|
Q4 2024
Reduced 39.26%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
12,309
shares
|
$44,681
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
12,170
shares
|
$44,177
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
12,170
shares
|
$44,177
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
11,540
shares
|
$41,890
0.0% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,117
shares
|
$36,724
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,197
shares
|
$29,755
0.0% of portfolio
|
Q1 2020
Added 102.51%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,539
shares
|
$23,736
0.0% of portfolio
|
Q3 2024
Added 45.28%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
6,500
shares
|
$23,595
0.01% of portfolio
|
Q4 2023
Reduced 13.33%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
6,241
shares
|
$22,654
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,230
shares
|
$22,614
0.0% of portfolio
|
Q3 2024
Reduced 76.25%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,074
shares
|
$22,048
0.0% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
5,000
shares
|
$18,150
0.01% of portfolio
|
Q2 2023
Reduced 31.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,500
shares
|
$16,335
0.0% of portfolio
|
Q2 2022
Reduced 5.4%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,500
shares
|
$16,335
0.0% of portfolio
|
Q2 2022
Reduced 5.4%
|