Purchases and Sales Made in Q4 2023 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1K- 13.33% |
$3.27K - $3.62K
|
6.5K
$23.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 2.53% |
$4.3K - $4.76K
|
50.7K
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.72K- 12.52% |
$5.64K - $6.24K
|
12K
$43K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.3K- 2.78% |
$10.8K - $12K
|
116K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.42K- 22.75% |
$11.2K - $12.4K
|
11.6K
$41.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.58K- 9.57% |
$11.7K - $13K
|
33.9K
$121K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.5K- 0.94% |
$14.7K - $16.3K
|
474K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.65K- 57.48% |
$15.2K - $16.8K
|
3.44K
$12.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.5K- 10.45% |
$18K - $19.9K
|
47.1K
$168K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-6.53K- 18.8% |
$21.4K - $23.6K
|
28.2K
$101K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.07K- 1.55% |
$23.1K - $25.6K
|
448K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8.43K- 18.87% |
$27.6K - $30.5K
|
36.2K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.1K- 10.16% |
$29.8K - $32.9K
|
80.5K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.6K- 28.79% |
$47.6K - $52.7K
|
36K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.7K- 9.6% |
$61.3K - $67.8K
|
177K
$630K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-29.1K- 25.98% |
$95K - $105K
|
82.8K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-46.5K- 4.18% |
$152K - $168K
|
1.07M
$3.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-47.5K- 11.1% |
$155K - $172K
|
381K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-71.6K- 85.69% |
$234K - $259K
|
12K
$42.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-74.5K- 44.72% |
$244K - $270K
|
92.2K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-91.4K- 53.9% |
$299K - $331K
|
78.2K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-102K- 6.16% |
$333K - $368K
|
1.55M
$5.53M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-136K- 71.99% |
$446K - $494K
|
53.1K
$189K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-197K- 14.97% |
$644K - $713K
|
1.12M
$3.99M
|