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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
   MORGAN STANLEY 3831 - 2024-03-31 1,410,293 $4,964,000 -139,461
   1607 CAPITAL PARTNERS, LLC 76 - 2024-03-31 1,108,294 $3,901,000 -627,600
   KARPUS MANAGEMENT INC 127 - 2024-03-31 1,065,693 $3,751,000 -522
   JANNEY MONTGOMERY SCOTT LLC 922 - 2024-03-31 928,121 $3,267,000 -190,312
   INVESCO LTD 2387 - 2024-03-31 892,347 $3,141,000 -199,569
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1904 - 2024-03-31 360,947 $1,271,000 -112,710
   Quad-Cities Investment Group LLC 34 - 2024-03-31 347,795 $1,224,000 -32,709
   RAYMOND JAMES & ASSOCIATES 2545 - 2024-03-31 295,675 $1,041,000 -152,747
   COMMONWEALTH EQUITY SERVICES LLC. 2593 - 2024-03-31 178,690 $629,000 -955
   ROYAL BANK OF CANADA 3466 - 2024-03-31 140,608 $495,000 -10,471
   SHUFRO ROSE & CO LLC 180 - 2024-03-31 131,700 $464,000 -7,000
   Future Financial Wealth Managment LLC 62 - 2024-03-31 124,610 $439,000 -25,105
   Goss Wealth Management LLC 1411 - 2024-03-31 124,100 $437,000 -1,500
   MML INVESTORS SERVICES LLC 1926 - 2024-03-31 111,982 $394,000 -7,658
   LPL FINANCIAL CORP 4157 - 2024-03-31 79,784 $281,000 -690
   STERNECK CAPITAL MANAGEMENT, LLC 71 - 2024-03-31 78,304 $276,000 -37,398
   CREATIVE PLANNING 2316 - 2024-03-31 77,467 $273,000 -14,689
   Integrated Wealth Concepts LLC 1518 - 2024-03-31 50,624 $178,000 -262
   WHITENER CAPITAL MANAGEMENT INC. 150 - 2024-03-31 46,770 $165,000 -420
   PEAPACK GLADSTONE FINANCIAL CORP 666 - 2024-03-31 41,208 $145,000 -5,888
   WELLS FARGO & CO/MN 4277 - 2024-03-31 30,974 $109,000 -5,028
   Stonebrook Private Inc. 210 - 2024-03-31 30,742 $108,000 -8,556
   MARINER WEALTH ADVISORS, LLC 2920 - 2024-03-31 28,979 $102,000 -215
   LAZARI CAPITAL MANAGEMENT INC. 115 - 2023-12-31 28,224 $101,000 -6,533
   CSS LLC/IL 424 - 2024-03-31 11,307 $40,000 -2,900

  25 Records found
  1    
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