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Putnam Premier Income Trust (PPT) Institutional Ownership

Putnam Premier Income Trust logo
$3.41 +0.01 (+0.29%)
As of 09/4/2026 03:58 PM Eastern

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)
37
Total
Institutional Inflows
(last 12 months)
$11.56M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$10.15M
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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
8/23/2026 Readystate Asset Management LP26,778$93K0.0%N/A0.028%
8/18/2026 Pin Oak Investment Advisors Inc.162,520$567K0.3%N/A0.169%
7/7/2026 Mirador Capital Partners LP123,623$431K0.1%+33.4%0.128%
7/7/2026 Quad Cities Investment Group LLC273,312$954K0.3%+10.7%0.284%
6/3/2026 NewEdge Advisors LLC61,500$218K0.0%-10.1%0.064%
5/19/2026 NewEdge Advisors LLC61,500$218K0.0%-10.1%0.064%
5/19/2026 Bank of America Corp DE198,586$705K0.0%-2.4%0.206%
5/18/2026 Royal Bank of Canada169,128$600K0.0%-8.8%0.176%
5/13/2026 Cetera Investment Advisers40,111$142K0.0%-15.8%0.042%
5/6/2026 Oder Investment Management LLC74,587$265K0.2%+5.4%0.077%
4/30/2026 Summit Securities Group LLC8,091$29K0.0%N/A0.008%
4/22/2026 Janney Montgomery Scott LLC774,899$2.75M0.0%+9.6%0.805%
4/18/2026 Riverbridge Partners LLC633,159$2.25M0.1%+3.9%0.658%
3/5/2026 Gunpowder Capital Management LLC dba Oliver Wealth Management9,400$33K0.0%N/A0.010%
2/19/2026 Invesco Ltd.1,138,200$4.03M0.0%-3.5%1.182%
2/18/2026 Papamarkou Wellner Asset Management inc.77,000$273K0.2%+54.0%0.000%
2/18/2026 XTX Topco Ltd21,798$77K0.0%N/A0.000%
2/18/2026 Readystate Asset Management LP131,640$466K0.0%N/A0.000%
2/18/2026 Balyasny Asset Management L.P.131,676$466K0.0%N/A0.000%
2/18/2026 1607 Capital Partners LLC1,747,144$6.19M0.4%-14.9%0.000%
2/17/2026 Cetera Investment Advisers47,630$169K0.0%+8.9%0.049%
2/17/2026 Equitable Holdings Inc.25,398$90K0.0%N/A0.026%
2/17/2026 Osaic Holdings Inc.209,296$741K0.0%-7.4%0.217%
2/17/2026 Royal Bank of Canada185,488$657K0.0%-2.5%0.193%
2/16/2026 MML Investors Services LLC113,395$401K0.0%+7.8%0.118%
2/16/2026 Landscape Capital Management L.L.C.37,741$134K0.0%N/A0.039%
2/13/2026 Kestra Advisory Services LLC9,126$32K0.0%N/A0.000%
2/13/2026 Pin Oak Investment Advisors Inc.163,870$598K0.4%+2.2%0.000%
2/13/2026 UMB Bank n.a.12,170$43K0.0%N/A0.000%
2/13/2026 Integrated Wealth Concepts LLC112,914$400K0.0%-3.4%0.000%
2/13/2026 Wells Fargo & Company MN58,169$206K0.0%+23.0%0.000%
2/12/2026 Advisors Asset Management Inc.231,681$820K0.0%N/A0.000%
2/12/2026 Jane Street Group LLC44,606$158K0.0%+281.1%0.000%
2/12/2026 HRT Financial LP24,878$88K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC76,386$270K0.0%-10.5%0.000%
2/12/2026 Steward Partners Investment Advisory LLC8,492$30K0.0%-72.2%0.000%
2/12/2026 Sit Investment Associates Inc.28,292,873$100.16M2.0%+3.6%29.389%
2/11/2026 Gilpin Wealth Management LLC29,752$105K0.1%N/A0.000%
2/11/2026 LPL Financial LLC117,945$418K0.0%+30.9%0.000%
2/11/2026 Closed End Fund Advisors Inc.27,293$97K0.1%N/A0.000%
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2/9/2026 Integrity Advisory Solutions LLC16,659$59K0.0%+38.8%0.000%
2/6/2026 Intellus Advisors LLC144,211$511K0.1%+8.6%0.150%
2/6/2026 Global Retirement Partners LLC10,354$37K0.0%+104.1%0.011%
2/3/2026 International Assets Investment Management LLC27,832$99K0.0%-47.6%0.029%
1/26/2026 Shaker Financial Services LLC141,161$500K0.2%+310.8%0.147%
1/23/2026 Valley Brook Capital Group Inc.67,609$239K0.2%-5.4%0.070%
1/22/2026 Apollon Wealth Management LLC81,195$287K0.0%-9.8%0.084%
1/20/2026 Stratos Wealth Partners LTD.88,772$314K0.0%+71.4%0.092%
1/15/2026 Allspring Global Investments Holdings LLC1,364,889$4.83M0.0%-23.2%1.418%
1/14/2026 Quad Cities Investment Group LLC260,059$921K0.4%-9.1%0.270%
1/14/2026 Mirador Capital Partners LP71,091$252K0.0%N/A0.074%
1/13/2026 Capital Investment Advisors LLC32,054$113K0.0%-22.2%0.033%
1/13/2026 Riverbridge Partners LLC609,426$2.16M0.0%+157.6%0.633%
1/12/2026 Uhlmann Price Securities LLC22,401$79K0.0%-12.8%0.023%
1/12/2026 Gilman Hill Asset Management LLC25,000$88K0.0%-28.6%0.026%
1/9/2026 Dynamic Advisor Solutions LLC28,024$99K0.0%-9.3%0.029%
11/24/2025CIBC Private Wealth Group LLC8,087$30K0.0%-26.2%0.008%
11/17/2025 NewEdge Advisors LLC68,400$252K0.0%-9.3%0.071%
11/17/2025 Pin Oak Investment Advisors Inc.160,370$592K0.4%+55.2%0.167%
11/17/2025 Susquehanna International Group LLP30,307$112K0.0%N/A0.031%
11/17/2025 1607 Capital Partners LLC2,053,544$7.58M0.6%-4.5%2.133%
11/14/2025 Raymond James Financial Inc.475,583$1.76M0.0%-2.0%0.494%
11/13/2025 Invesco Ltd.1,179,068$4.35M0.0%+24.2%1.225%
11/13/2025 Intellus Advisors LLC132,779$490K0.1%+24.3%0.138%
11/12/2025 Integrity Advisory Solutions LLC12,003$44K0.0%N/A0.012%
11/12/2025 Smith Moore & CO.27,977$103K0.0%N/A0.029%
11/6/2025 First National Trust Co13,000$48K0.0%N/A0.014%
11/4/2025 Valley Brook Capital Group Inc.71,485$264K0.2%-15.3%0.074%
11/4/2025 Jones Financial Companies Lllp159,494$585K0.0%+29.2%0.166%
11/4/2025 Thrivent Financial for Lutherans15,326$57K0.0%N/A0.016%
10/22/2025 Shaker Financial Services LLC34,366$127K0.0%N/A0.036%
10/20/2025 Allspring Global Investments Holdings LLC1,776,067$6.55M0.0%-49.1%1.845%
10/14/2025 Riverbridge Partners LLC236,536$873K0.0%+1.4%0.246%
9/4/2025 Osaic Holdings Inc.250,042$918K0.0%+16.6%0.260%
8/15/2025 Captrust Financial Advisors126,642$465K0.0%N/A0.132%
8/15/2025 Bank of America Corp DE194,999$716K0.0%+3.0%0.203%
8/14/2025 Jane Street Group LLC46,020$169K0.0%N/A0.048%
8/14/2025 Raymond James Financial Inc.485,518$1.78M0.0%-13.7%0.504%
8/14/2025 NewEdge Advisors LLC75,400$277K0.0%-10.7%0.078%
8/13/2025 Baird Financial Group Inc.66,347$243K0.0%+200.3%0.069%
8/13/2025 Invesco Ltd.949,315$3.48M0.0%-18.6%0.986%
8/13/2025 Level Four Advisory Services LLC48,088$176K0.0%-32.9%0.050%
8/12/2025 Intellus Advisors LLC106,830$392K0.1%+3.6%0.111%
8/7/2025 Allworth Financial LP51,176$188K0.0%N/A0.053%
7/29/2025 International Assets Investment Management LLC53,079$195K0.0%+66.5%0.055%
7/29/2025 Stratos Wealth Partners LTD.52,151$191K0.0%-16.0%0.054%
7/25/2025 Allspring Global Investments Holdings LLC3,485,927$12.79M0.0%-7.6%3.621%
7/24/2025 IFP Advisors Inc19,980$73K0.0%+68.6%0.021%
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%
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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%


PPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of Putnam Premier Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($100.16M), 1607 Capital Partners LLC ($6.19M), Allspring Global Investments Holdings LLC ($4.83M), Invesco Ltd. ($4.03M), Janney Montgomery Scott LLC ($2.75M), Riverbridge Partners LLC ($2.25M), and Raymond James Financial Inc. ($1.76M).Learn more on Putnam Premier Income Trust's institutional investors.

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

Of the 64 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. ($3.79M), Raymond James Financial Inc. ($1.20M), 1607 Capital Partners LLC ($1.18M), Riverbridge Partners LLC ($510.00K), Pin Oak Investment Advisors Inc. ($269.21K), Invesco Ltd. ($265.13K), and Readystate Asset Management LP ($245.92K).

Institutional investors have bought a total of 3,243,267 shares in the last 24 months. This purchase volume represents approximately $11.56M in transactions.

Of the 21 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 ($2.12M), 1607 Capital Partners LLC ($403.55K), Invesco Ltd. ($40.87K), Quad Cities Investment Group LLC ($26.01K), International Assets Investment Management LLC ($25.25K), Steward Partners Investment Advisory LLC ($22.08K), and Royal Bank of Canada ($21.18K).

Institutional investors have sold a total of 2,786,344 shares in the last 24 months. This volume of shares sold represents approximately $10.15M in transactions.



Institutional ownership data for NYSE:PPT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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