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Get Institutions for : 
Putnam Premier Income Trust (PPT)  
$3.48 0.01 (0.29%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    3
Total shares held : 
33,808,685  
% of shares held : 
31.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
1,199,422  
% of shares held change : 
  1.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$3.63  
Last Quarter's Ending Price : 
$3.52  
Last Quarter's Average Price
$3.60  
Change from last quarter's     
avg. price to the last closing  : 
0.12 (3.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 135,122
 0.4%
 
Increased Positions :
26
 2,050,733
 6.07%
 
Unchanged Positions :
31
 587,463
 1.74%
 
Decreased Positions :
23
-734,005
-2.17%
 
Closed Positions :
12
-252,428
-0.75%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SIT INVESTMENT ASSOCIATES INC 5 - 2024-03-31 20,437,805 $71,941,000 645,262
   SHAKER FINANCIAL SERVICES, LLC 68 - 2024-03-31 342,209 $1,213,000 264,024
   BerganKDV Wealth Management LLC 139 - 2023-06-30 258,613 $910,000 1,848
   BANK OF AMERICA CORP /DE/ 4250 - 2024-03-31 187,919 $661,000 11,371
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 414 - 2024-03-31 171,774 $605,000 70,924
   UBS Group AG 4144 - 2024-03-31 129,381 $455,000 12,371
   Apollon Wealth Management LLC 801 - 2024-03-31 102,244 $360,000 1,142
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2559 - 2024-03-31 100,208 $353,000 446
   Advisor Group Holdings Inc. 3301 - 2024-03-31 86,989 $306,000 53,661
   Oder Investment Management LLC 81 - 2024-03-31 83,386 $294,000 560
   STIFEL FINANCIAL CORP 2989 - 2024-03-31 70,355 $248,000 10,856
   Valley Brook Capital Group 106 - 2024-03-31 66,550 $234,000 26,500
   HRT FINANCIAL LLC 1661 - 2024-03-31 53,825 $189,000 53,825
   Cetera Investment Advisers 3348 - 2024-03-31 50,803 $179,000 38,760
   Steward Partners Investment Advisory LLC 1554 - 2024-03-31 43,089 $152,000 937
   Clear Creek Financial Management LLC 408 - 2024-03-31 38,594 $136,000 1,400
   Resources Investment Advisors Inc. 1046 - 2024-03-31 37,672 $133,000 333
   FINANCIAL NETWORK 2645 - 2024-03-31 37,253 $131,000 3,381
   SANDERS MORRIS HARRIS INC/FA 249 - 2024-03-31 33,490 $118,000 33,490
   PNC FINANCIAL SERVICES GROUP INC 2591 - 2024-03-31 29,230 $103,000 6,030
   JANE STREET GROUP LLC 4948 - 2024-03-31 27,832 $98,000 16,493
   Register Financial Advisors LLC 296 - 2024-03-31 22,063 $78,000 469
   Atlantic Trust Group LLC 1737 - 2024-03-31 11,995 $42,000 150
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2132 - 2024-03-31 12,041 $42,000 414
   PROSPERA FINANCIAL SERVICES 1035 - 2023-12-31 11,578 $41,000 263
   IFP Advisors Inc 1868 - 2023-12-31 5,865 $21,000 107
   COMERICA BANK 3537 - 2024-03-31 182 $1,000 9

  27 Records found
  1    
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