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Putnam Premier Income Trust (PPT) Institutional Ownership

Putnam Premier Income Trust logo
$3.63 -0.01 (-0.27%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$3.62 0.00 (-0.14%)
As of 07/18/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
40
Total
Institutional Inflows
(last 12 months)
$28.65M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$5.11M
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PPT Institutional Buying and Selling by Quarter

Putnam Premier Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025 Janney Montgomery Scott LLC677,347$2.49M0.0%+2.9%0.704%
7/15/2025 Riverbridge Partners LLC233,294$856K0.0%+2.6%0.242%
7/9/2025 Gilman Hill Asset Management LLC35,000$128K0.0%+22.8%0.036%
5/16/2025NewEdge Advisors LLC84,400$305K0.0%-23.8%0.088%
5/16/2025Integrated Wealth Concepts LLC114,650$414K0.0%+2.5%0.119%
5/16/20251607 Capital Partners LLC2,190,650$7.91M0.6%+11.7%2.276%
5/15/2025Royal Bank of Canada190,812$689K0.0%+9.0%0.198%
5/15/2025Baird Financial Group Inc.22,097$80K0.0%N/A0.023%
5/15/2025Landscape Capital Management L.L.C.39,487$143K0.0%-29.0%0.041%
5/13/2025Valley Brook Capital Group Inc.83,250$301K0.2%-6.0%0.086%
5/13/2025Ethos Financial Group LLC26,526$96K0.0%N/A0.028%
5/13/2025Oder Investment Management LLC68,750$248K0.2%-4.0%0.071%
5/13/2025Sit Investment Associates Inc.22,981,484$82.96M1.9%+5.0%23.872%
5/12/2025Invesco Ltd.1,166,601$4.21M0.0%+1.1%1.212%
5/9/2025PNC Financial Services Group Inc.22,055$80K0.0%-51.6%0.023%
5/6/2025Readystate Asset Management LP87,501$316K0.0%N/A0.091%
5/5/2025IFP Advisors Inc11,850$43K0.0%+138.0%0.012%
4/28/2025Clear Creek Financial Management LLC51,194$185K0.0%+32.6%0.053%
4/24/2025Allspring Global Investments Holdings LLC3,771,422$13.62M0.0%-0.2%3.918%
4/23/2025International Assets Investment Management LLC31,879$115K0.0%-39.9%0.033%
4/22/2025Cambridge Investment Research Advisors Inc.91,497$330K0.0%-8.6%0.095%
4/21/2025 Riverbridge Partners LLC227,455$821K0.0%+13.2%0.236%
4/17/2025 Janney Montgomery Scott LLC658,186$2.38M0.0%+0.5%0.684%
4/14/2025 Capital Investment Advisors LLC44,043$159K0.0%-8.1%0.046%
4/9/2025 Quad Cities Investment Group LLC287,920$1.04M0.5%+1.1%0.299%
4/9/2025Future Financial Wealth Managment LLC132,846$480K0.4%+6.9%0.138%
2/17/2025Cetera Investment Advisers43,753$156K0.0%-29.4%0.045%
2/17/2025Captrust Financial Advisors13,294$47K0.0%N/A0.014%
2/17/2025Citadel Advisors LLC30,994$110K0.0%N/A0.032%
2/17/2025Bank of America Corp DE219,685$782K0.0%+26.1%0.228%
2/14/2025South Plains Financial Inc.8,750$31K0.0%N/A0.009%
2/14/2025Integrated Wealth Concepts LLC111,817$398K0.0%+5.7%0.116%
2/14/2025Stifel Financial Corp41,203$147K0.0%-9.3%0.043%
2/14/2025OneDigital Investment Advisors LLC23,644$84K0.0%-37.0%0.025%
2/14/2025Shaker Financial Services LLC84,546$303K0.1%-67.8%0.088%
2/13/20251607 Capital Partners LLC1,961,373$6.98M0.6%+94.0%2.037%
2/13/2025NewEdge Advisors LLC110,700$394K0.0%-2.6%0.115%
2/13/2025Oder Investment Management LLC71,644$255K0.2%+7.8%0.074%
2/13/2025Raymond James Financial Inc.597,848$2.13M0.0%N/A0.621%
2/13/2025Invesco Ltd.1,154,335$4.11M0.0%+2.0%1.199%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

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2/13/2025Peapack Gladstone Financial Corp18,941$67K0.0%-20.2%0.020%
2/13/2025Sit Investment Associates Inc.21,876,912$77.88M1.8%+8.4%22.725%
2/12/2025Landscape Capital Management L.L.C.55,596$198K0.0%-35.4%0.058%
2/12/2025Level Four Advisory Services LLC71,384$254K0.0%+49.2%0.074%
2/11/2025Intellus Advisors LLC101,744$362K0.1%N/A0.106%
2/10/2025Commonwealth Equity Services LLC165,071$588K0.0%-5.0%0.171%
2/10/2025Essential Planning LLC.226,850$817K0.0%N/A0.236%
2/7/2025PNC Financial Services Group Inc.45,540$162K0.0%+631.0%0.047%
2/6/2025Raymond James Financial Inc.597,848$2.13M0.0%N/A0.621%
2/6/2025Jones Financial Companies Lllp13,716$49K0.0%+109.8%0.014%
1/29/2025Allspring Global Investments Holdings LLC3,779,876$13.46M0.0%+0.5%3.926%
1/29/2025Valley Brook Capital Group Inc.88,596$315K0.2%-7.7%0.092%
1/28/2025Mezzasalma Advisors LLC70,095$250K0.1%N/A0.073%
1/27/2025Stratos Wealth Partners LTD.62,330$222K0.0%-14.6%0.065%
1/17/2025 Riverbridge Partners LLC200,954$715K0.0%+63.2%0.209%
1/17/2025 Janney Montgomery Scott LLC655,078$2.33M0.0%-8.3%0.680%
1/17/2025Transform Wealth LLC156,049$560K0.0%N/A0.162%
1/15/2025 Whitener Capital Management Inc.12,330$44K0.0%-39.3%0.013%
1/14/2025 Quad Cities Investment Group LLC284,691$1.01M0.5%-7.9%0.296%
1/13/2025Future Financial Wealth Managment LLC124,282$442K0.3%-7.0%0.129%
1/8/2025International Assets Investment Management LLC53,079$190K0.0%-73.2%0.055%
11/15/2024MML Investors Services LLC93,548$349K0.0%-7.3%0.097%
11/15/2024XTX Topco Ltd14,573$54K0.0%N/A0.015%
11/15/2024Stifel Financial Corp45,431$169K0.0%+12.3%0.047%
11/15/2024SageView Advisory Group LLC15,761$59K0.0%-16.7%0.016%
11/15/2024IHT Wealth Management LLC19,566$73K0.0%+88.4%0.020%
11/14/2024Pin Oak Investment Advisors Inc.105,920$395K0.4%+77.2%0.110%
11/9/2024Landscape Capital Management L.L.C.86,056$321K0.0%-66.8%0.089%
10/31/2024Valley Brook Capital Group Inc.95,984$358K0.3%+9.2%0.100%
10/31/2024Shaker Financial Services LLC262,306$985K0.4%-17.3%0.272%
10/29/2024 Whitener Capital Management Inc.20,300$76K0.0%-42.6%0.021%
10/29/2024 Janney Montgomery Scott LLC714,222$2.66M0.0%-7.0%0.742%
10/22/2024International Assets Investment Management LLC197,985$738K0.0%+273.0%0.206%
10/19/2024Allspring Global Investments Holdings LLC3,761,201$14.03M0.0%-9.2%3.907%
10/16/2024 Quad Cities Investment Group LLC309,082$1.15M0.6%-3.8%0.321%
10/11/2024Creative Planning77,467$289K0.0%-7.6%0.080%
10/10/2024 Gilman Hill Asset Management LLC26,000$97K0.0%+73.3%0.027%
10/9/2024Sanders Morris Harris LLC15,490$58K0.0%-53.7%0.016%
10/8/2024Future Financial Wealth Managment LLC133,630$498K0.4%+5.8%0.139%
10/8/2024 Dynamic Advisor Solutions LLC28,141$105K0.0%N/A0.029%
9/9/2024 Lazari Capital Management Inc.22,436$80K0.0%-20.5%0.023%
8/16/2024Creative Planning83,867$300K0.0%+8.3%0.087%
8/8/2024Luken Investment Analytics LLC8,000$29K0.0%N/A0.008%
8/3/2024Shaker Financial Services LLC317,023$1.14M0.5%-7.4%0.329%
7/27/2024Valley Brook Capital Group Inc.87,875$315K0.2%+32.0%0.091%
7/26/2024Allspring Global Investments Holdings LLC4,144,201$14.84M0.0%+43.8%4.305%
7/24/2024Catalina Capital Group LLC54,940$197K0.1%N/A0.057%
7/19/2024Raymond James & Associates391,987$1.40M0.0%+32.6%0.407%
7/17/2024 Whitener Capital Management Inc.35,370$127K0.0%-24.4%0.037%
7/13/2024 Quad Cities Investment Group LLC321,127$1.15M0.6%-7.7%0.334%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
7/12/2024 Gilman Hill Asset Management LLC15,000$54K0.0%N/A0.016%
5/7/2024Stonebrook Private Inc.30,742$108K0.0%-21.8%0.032%
5/2/2024Valley 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%
4/23/2024Raymond James Financial Services Advisors Inc.360,947$1.27M0.0%-23.8%0.375%
4/15/2024Future 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%
4/11/2024Sanders Morris Harris LLC33,490$118K0.0%N/A0.035%
3/27/2024Nomura Holdings Inc.16,476$59K0.0%N/A0.017%
2/27/2024 Lazari Capital Management Inc.28,224$101K0.1%-18.8%0.029%
(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, 72 institutional investors and hedge funds held shares of Putnam Premier Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($82.96M), Allspring Global Investments Holdings LLC ($13.62M), 1607 Capital Partners LLC ($7.91M), Invesco Ltd. ($4.21M), Karpus Management Inc. ($3.81M), Janney Montgomery Scott LLC ($2.49M), and Raymond James Financial Inc. ($2.13M).Learn more on Putnam Premier Income Trust's institutional investors.

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

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

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

Of the 56 institutional investors that purchased Putnam Premier Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($3.14M), Allspring Global Investments Holdings LLC ($2.85M), Raymond James Financial Inc. ($1.20M), 1607 Capital Partners LLC ($1.19M), International Assets Investment Management LLC ($285.75K), Essential Planning LLC. ($226.85K), and Transform Wealth LLC ($158.85K).

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

Institutional investors have bought a total of 7,909,370 shares in the last 24 months. This purchase volume represents approximately $28.31M in transactions.

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

Of the 25 institutional investors that sold Putnam Premier Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($391.45K), Shaker Financial Services LLC ($257.66K), Landscape Capital Management L.L.C. ($219.71K), International Assets Investment Management LLC ($166.11K), Janney Montgomery Scott LLC ($113.07K), Quad Cities Investment Group LLC ($36.44K), and NewEdge Advisors LLC ($29.30K).

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

Institutional investors have sold a total of 1,398,922 shares in the last 24 months. This volume of shares sold represents approximately $5.11M in transactions.


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This page (NYSE:PPT) was last updated on 7/19/2025 by MarketBeat.com Staff
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