Purchases and Sales Made in Q1 2023 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q1 2023. The information is specifically focused on institutions that hold shares of PUTNAM PREMIER INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
271KNew |
$957K - $1.06M
|
271K
$968K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
181K+ 13.66% |
$637K - $704K
|
1.5M
$5.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
120K+ 10.01% |
$422K - $467K
|
1.32M
$4.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 37.42% |
$396K - $437K
|
412K
$1.47M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
102KNew |
$362K - $400K
|
102K
$366K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
45.6K+ 10.31% |
$161K - $178K
|
488K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.8K+ 64.78% |
$158K - $175K
|
114K
$407K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.3KNew |
$153K - $169K
|
43.3K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.8KNew |
$87.4K - $96.6K
|
24.8K
$88.4K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.8KNew |
$83.9K - $92.7K
|
23.8K
$84.9K
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
17.9K+ 7.25% |
$63.2K - $69.8K
|
265K
$945K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
17.4KNew |
$61.5K - $67.9K
|
17.4K
$62.2K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.6K+ 7.07% |
$55.2K - $61K
|
237K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 36.37% |
$54K - $59.6K
|
57.3K
$205K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
15.1K+ 47.29% |
$53.3K - $58.9K
|
47.1K
$168K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
14.6K+ 11.02% |
$51.6K - $57K
|
147K
$525K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13K+ 54.01% |
$46K - $50.8K
|
37.1K
$133K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.3KNew |
$43.4K - $48K
|
12.3K
$43.9K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.85K+ 13.36% |
$34.8K - $38.4K
|
83.6K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.6K+ 6.61% |
$33.9K - $37.4K
|
155K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.12K+ 11.89% |
$32.2K - $35.6K
|
85.8K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.25KNew |
$25.6K - $28.3K
|
7.25K
$25.9K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.1K+ 12.35% |
$25K - $27.7K
|
64.6K
$231K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.67K+ 8.84% |
$20K - $22.1K
|
69.8K
$249K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.15K+ 2.04% |
$18.2K - $20.1K
|
257K
$917K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.13K+ 9.53% |
$18.1K - $20K
|
59K
$211K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.91K+ 18.16% |
$13.8K - $15.2K
|
25.4K
$90.8K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.9K+ 1.72% |
$6.71K - $7.41K
|
112K
$401K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.63K+ 4.88% |
$5.74K - $6.34K
|
34.9K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.42K+ 1.28% |
$5.02K - $5.55K
|
112K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
783+ 0.8% |
$2.76K - $3.05K
|
98.5K
$352K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
607+ 2.03% |
$2.14K - $2.37K
|
30.5K
$109K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600+ 0.46% |
$2.12K - $2.34K
|
130K
$466K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
507+ 2.12% |
$1.79K - $1.98K
|
24.5K
$87.3K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
299+ 0.83% |
$1.06K - $1.17K
|
36.4K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
222+ 2.09% |
$784 - $866
|
10.8K
$38.7K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
184+ 0.41% |
$650 - $718
|
45K
$161K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
133+ 1.18% |
$469 - $519
|
11.4K
$40.7K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25+ 0.18% |
$88.3 - $97.5
|
13.7K
$48.9K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19+ 2.14% |
$67.1 - $74.1
|
908
$3.24K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-26- 0.54% |
$91.8 - $101
|
4.81K
$17.2K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-289- 2.47% |
$1.02K - $1.13K
|
11.4K
$40.7K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-300- 1.82% |
$1.06K - $1.17K
|
16.2K
$57.7K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-340- 1.81% |
$1.2K - $1.33K
|
18.4K
$65.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-393- 6.6% |
$1.39K - $1.53K
|
5.56K
$19.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.09K- 6.95% |
$3.85K - $4.25K
|
14.6K
$52.1K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.24K- 10.47% |
$4.36K - $4.82K
|
10.6K
$37.7K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.36K- 0.12% |
$4.81K - $5.32K
|
1.12M
$4M
|