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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
8,087
shares
|
$29,274
0.0% of portfolio
|
Q3 2025
Reduced 36.26%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
6,600
shares
|
$23,892
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,072
shares
|
$18,360
0.0% of portfolio
|
Q3 2025
Added 414.92%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
5,000
shares
|
$18,100
0.01% of portfolio
|
Q2 2025
Reduced 96.24%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$18,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
5,000
shares
|
$18,100
0.01% of portfolio
|
Q2 2023
Reduced 31.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,500
shares
|
$16,290
0.0% of portfolio
|
Q2 2022
Reduced 5.4%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,500
shares
|
$16,290
0.0% of portfolio
|
Q2 2022
Reduced 5.4%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
4,375
shares
|
$15,837
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
4,301
shares
|
$15,569
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,500
shares
|
$12,670
0.0% of portfolio
|
Q1 2018
Reduced 9.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,200
shares
|
$11,584
0.0% of portfolio
|
Q2 2025
Reduced 85.49%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
3,077
shares
|
$11,138
0.0% of portfolio
|
Q3 2023
Reduced 36.07%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,777
shares
|
$10,052
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,625
shares
|
$9,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
2,529
shares
|
$9,154
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,279
shares
|
$4,629
0.0% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,199
shares
|
$4,340
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$3,620
0.0% of portfolio
|
Q1 2025
Added 99900.0%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
708
shares
|
$2,562
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
700
shares
|
$2,534
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
553
shares
|
$2,001
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
550
shares
|
$1,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
317
shares
|
$1,147
0.0% of portfolio
|
Q3 2025
Added 86.47%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
308
shares
|
$1,114
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|