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Putnam Premier Income Trust (PPT) Institutional Ownership

$3.48
+0.04 (+1.16%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for Putnam Premier Income Trust (NYSE:PPT)

Current
Institutional Ownership
Percentage
42.79%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$13.04M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$6.31M
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PPT Institutional Buying and Selling by Quarter

Putnam Premier Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Stonebrook Private Inc.30,742$108K0.0%-21.8%0.032%
5/2/2024 Valley Brook Capital Group Inc.66,550$234K0.2%+66.2%0.069%
5/1/2024 Janney Montgomery Scott LLC928,121$3.27M0.0%-17.0%0.964%
4/23/2024 Raymond James Financial Services Advisors Inc.360,947$1.27M0.0%-23.8%0.375%
4/15/2024 Future Financial Wealth Managment LLC124,610$439K0.3%-16.8%0.129%
4/13/2024 Quad Cities Investment Group LLC347,795$1.22M0.7%-8.6%0.361%
4/11/2024 Sanders Morris Harris LLC33,490$118K0.0%N/A0.035%
3/27/2024 Nomura Holdings Inc.16,476$59K0.0%N/A0.017%
2/27/2024Lazari Capital Management Inc.28,224$101K0.1%-18.8%0.029%
2/13/2024 Karpus Management Inc.1,066,215$3.81M0.1%-4.2%1.088%
2/13/2024 Peapack Gladstone Financial Corp47,096$168K0.0%-10.5%0.048%
2/13/2024 1607 Capital Partners LLC1,735,894$6.20M0.4%+0.4%1.771%
2/12/2024 Gridiron Partners LLC28,985$103K0.1%N/A0.030%
2/8/2024 Janney Montgomery Scott LLC1,118,433$3.99M0.0%-15.0%1.141%
2/7/2024 Shaker Financial Services LLC78,185$281K0.1%-53.9%0.080%
2/7/2024 Howard Wealth Management LLC36,235$129K0.1%-18.9%0.037%
2/6/2024 Valley Brook Capital Group Inc.40,050$143K0.1%+12.3%0.041%
2/5/2024 Oder Investment Management LLC82,826$296K0.3%-26.0%0.084%
2/5/2024 Stonebrook Private Inc.39,298$140K0.0%N/A0.040%
1/31/2024 HTLF Bank12,170$43K0.0%N/A0.012%
1/31/2024 Investors Asset Management of Georgia Inc. GA ADV12,038$43K0.0%N/A0.012%
1/25/2024 Allspring Global Investments Holdings LLC2,882,464$10.29M0.0%+13.7%2.940%
1/24/2024 International Assets Investment Management LLC189,492$676K0.0%+257.0%0.193%
1/18/2024 Transform Wealth LLC131,600$470K0.0%+2.2%0.134%
1/16/2024 Raymond James Financial Services Advisors Inc.473,657$1.69M0.0%-0.9%0.483%
1/16/2024 Raymond James & Associates448,422$1.60M0.0%-1.6%0.457%
1/16/2024 Eclectic Associates Inc. ADV11,896$42K0.0%N/A0.012%
1/16/2024 Sterneck Capital Management LLC115,702$413K0.3%-2.8%0.118%
1/12/2024 Register Financial Advisors LLC21,594$77K0.1%N/A0.022%
1/11/2024 Raymond James Trust N.A.21,481$77K0.0%N/A0.022%
1/10/2024 Quad Cities Investment Group LLC380,504$1.37M0.8%-11.1%0.388%
11/14/2023 Sterneck Capital Management LLC119,006$399K0.3%-4.0%0.121%
11/13/2023 Columbia Asset Management20,000$67K0.0%N/A0.020%
11/13/2023 PNC Financial Services Group Inc.23,200$78K0.0%-24.9%0.024%
11/9/2023 Karpus Management Inc.1,112,755$3.73M0.1%+2.1%1.135%
11/8/2023 Janney Montgomery Scott LLC1,315,272$4.41M0.0%-9.3%1.342%
11/8/2023 Landscape Capital Management L.L.C.27,553$92K0.0%+44.4%0.028%
11/7/2023Lazari Capital Management Inc.34,757$116K0.1%+29.1%0.035%
11/3/2023 SageView Advisory Group LLC25,159$84K0.0%-43.4%0.026%
11/2/2023 Shaker Financial Services LLC169,613$573K0.3%-3.4%0.173%
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10/31/2023 Allworth Financial LP8,097$27K0.0%-44.5%0.008%
10/30/2023 Melfa Wealth Management LLC16,500$55K0.1%N/A0.017%
10/27/2023 Allspring Global Investments Holdings LLC2,534,182$8.49M0.0%+3.7%2.585%
10/26/2023 Shufro Rose & Co. LLC138,700$465K0.0%-9.8%0.141%
10/24/2023 Raymond James Financial Services Advisors Inc.478,161$1.60M0.0%+2.4%0.488%
10/24/2023 Raymond James & Associates455,489$1.53M0.0%-9.7%0.465%
10/24/2023 Cambridge Investment Research Advisors Inc.11,472$38K0.0%-29.1%0.012%
10/23/2023Commonwealth Equity Services LLC169,535$568K0.0%-28.4%0.173%
10/11/2023 Transform Wealth LLC128,800$435K0.0%-47.2%0.131%
10/5/2023 Quad Cities Investment Group LLC428,032$1.43M1.0%-10.1%0.437%
10/4/2023 International Assets Investment Management LLC53,079$178K0.0%+9.1%0.054%
8/14/2023 CSS LLC IL10,000$35K0.0%N/A0.010%
8/11/2023 Karpus Management Inc.1,090,135$3.84M0.1%-2.6%1.112%
8/11/2023 Landscape Capital Management L.L.C.19,080$67K0.0%N/A0.019%
8/10/2023 Sit Investment Associates Inc.17,448,620$61.42M1.6%+2.1%17.799%
8/10/2023 Cetera Investment Advisers13,966$49K0.0%-87.7%0.014%
8/7/2023 Shaker Financial Services LLC175,514$621K0.3%-33.7%0.179%
8/3/2023 Shufro Rose & Co. LLC153,700$541K0.0%-2.2%0.157%
8/1/2023 Howard Wealth Management LLC45,565$160K0.1%-79.1%0.046%
7/26/2023 Janney Montgomery Scott LLC1,449,868$5.10M0.0%-3.5%1.479%
7/25/2023 Raymond James Financial Services Advisors Inc.466,996$1.64M0.0%+13.4%0.476%
7/25/2023 Raymond James & Associates504,253$1.78M0.0%+9.3%0.514%
7/24/2023 Allspring Global Investments Holdings LLC2,443,576$8.60M0.0%+85.8%2.493%
7/20/2023Lazari Capital Management Inc.26,915$95K0.1%N/A0.027%
7/20/2023 International Assets Investment Management LLC48,647$171K0.0%-30.4%0.050%
7/18/2023 Future Financial Wealth Managment LLC151,633$534K0.6%+3.1%0.155%
7/18/2023 Allspring Global Investments Holdings LLC2,443,576$8.60M0.0%+85.8%2.493%
7/14/2023 Transform Wealth LLC243,800$865K0.1%-10.1%0.249%
7/13/2023 Cambridge Investment Research Advisors Inc.16,187$57K0.0%N/A0.017%
7/12/2023 Quad Cities Investment Group LLC475,995$1.68M1.1%-2.5%0.486%
7/11/2023 Capital Investment Advisors LLC52,039$183K0.0%-10.7%0.053%
6/5/2023 Level Four Advisory Services LLC83,567$297K0.0%+13.4%0.085%
5/11/2023 Barrett & Company Inc.7,250$26K0.0%N/A0.007%
5/11/2023 Sit Investment Associates Inc.17,098,059$60.87M1.7%-0.4%17.442%
5/10/2023 San Luis Wealth Advisors LLC12,301$44K0.0%N/A0.013%
5/8/2023 Shaker Financial Services LLC264,695$949K0.4%+7.2%0.270%
5/4/2023 Howard Wealth Management LLC217,690$775K0.6%-3.5%0.222%
5/4/2023 Valley Brook Capital Group Inc.35,675$127K0.1%-17.4%0.036%
5/3/2023 Forza Wealth Management LLC17,410$62K0.0%N/A0.018%
5/3/2023 Integrated Wealth Concepts LLC25,424$91K0.0%+18.2%0.026%
4/28/2023 Janney Montgomery Scott LLC1,502,518$5.35M0.0%+13.7%1.533%
4/27/2023BerganKDV Wealth Management LLC256,765$914K0.1%+2.0%0.262%
4/21/2023 Quad Cities Investment Group LLC488,176$1.74M1.2%+10.3%0.498%
4/19/2023 International Assets Investment Management LLC69,847$249K0.0%-4.4%0.071%
4/14/2023 Transform Wealth LLC271,200$973K0.1%N/A0.277%
4/14/2023 Raymond James Financial Services Advisors Inc.411,730$1.47M0.0%+37.4%0.420%
4/14/2023 Raymond James & Associates461,225$1.64M0.0%-2.1%0.471%
4/13/2023 Allspring Global Investments Holdings LLC1,315,195$4.68M0.0%+10.0%1.342%
4/12/2023 Whitener Capital Management Inc.47,060$168K0.1%+47.3%0.048%
4/7/2023 Sanders Morris Harris LLC102,490$365K0.1%N/A0.105%
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4/4/2023 Future Financial Wealth Managment LLC147,125$530K0.6%+11.0%0.150%
3/1/2023 Whitener Capital Management Inc.31,950$116K0.1%N/A0.031%
2/13/2023 Pekin Hardy Strauss Inc.11,800$43K0.0%N/A0.012%
2/10/2023CoreCap Advisors LLC9,125$33K0.0%N/A0.009%
2/10/2023 Sit Investment Associates Inc.17,175,182$62.35M1.7%+5.4%16.766%
2/10/2023 Mirador Capital Partners LP12,240$44K0.0%-18.8%0.012%
2/9/2023 Landscape Capital Management L.L.C.27,803$101K0.0%-29.8%0.027%
2/8/2023 Raymond James & Associates471,016$1.71M0.0%-23.9%0.460%
2/8/2023Prospera Financial Services Inc10,612$39K0.0%N/A0.010%
2/8/2023 Cambridge Investment Research Advisors Inc.11,580$42K0.0%N/A0.011%
(Data available from 1/1/2016 forward)

PPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PPT shares?

During the previous two years, 62 institutional investors and hedge funds held shares of Putnam Premier Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($61.42M), Allspring Global Investments Holdings LLC ($10.29M), 1607 Capital Partners LLC ($6.20M), Karpus Management Inc. ($3.81M), Janney Montgomery Scott LLC ($3.27M), Raymond James & Associates ($1.60M), and Raymond James Financial Services Advisors Inc. ($1.27M).Learn more on PPT's institutional investors.

What percentage of Putnam Premier Income Trust stock is owned by institutional investors?

42.79% of Putnam Premier Income Trust stock is owned by institutional investors. Learn more on PPT's institutional investor holdings.

Which institutional investors have been buying Putnam Premier Income Trust stock?

Of the 48 institutional investors that purchased Putnam Premier Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($4.01M), Sit Investment Associates Inc. ($1.98M), Janney Montgomery Scott LLC ($1.05M), Transform Wealth LLC ($274K), Shaker Financial Services LLC ($200.67K), Raymond James Financial Services Advisors Inc. ($198.18K), and International Assets Investment Management LLC ($192.73K).

How much institutional buying is happening at Putnam Premier Income Trust?

Institutional investors have bought a total of 8,889,371 shares in the last 24 months. This purchase volume represents approximately $31.98M in transactions.

Which Putnam Premier Income Trust major shareholders have been selling company stock?

Of the 32 institutional investors that sold Putnam Premier Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Karpus Management Inc. ($693.59K), Howard Wealth Management LLC ($665.28K), Shaker Financial Services LLC ($580.38K), Janney Montgomery Scott LLC ($574.40K), Raymond James & Associates ($266.39K), Quad Cities Investment Group LLC ($164.22K), and Transform Wealth LLC ($142.40K).

How much institutional selling is happening at Putnam Premier Income Trust?

Institutional investors have sold a total of 3,947,337 shares in the last 24 months. This volume of shares sold represents approximately $14.14M in transactions.


This page (NYSE:PPT) was last updated on 6/1/2024 by MarketBeat.com Staff

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