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Get Institutions for : 
Putnam Premier Income Trust (PPT)  
$3.45 0.03 (0.88%) as of 4:30 Fri 4/26


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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
$3.32  
Last Quarter's Ending Price : 
$3.57  
Last Quarter's Average Price
$3.43  
Change from last quarter's     
avg. price to the last closing  : 
0.02 (0.58%)  




 
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: 
3-31-2022 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 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 - 2023-12-31 19,792,543 $70,659,000 1,392,176
   1607 CAPITAL PARTNERS, LLC 66 - 2023-12-31 1,735,894 $6,197,000 7,400
   INVESCO LTD 2286 - 2023-12-31 1,091,916 $3,898,000 32,460
   BerganKDV Wealth Management LLC 139 - 2023-06-30 258,613 $910,000 1,848
   COMMONWEALTH EQUITY SERVICES LLC. 2459 - 2023-12-31 179,645 $641,000 10,110
   ROYAL BANK OF CANADA 3585 - 2023-12-31 151,079 $540,000 5,768
   Goss Wealth Management LLC 1316 - 2023-12-31 125,600 $453,000 3,300
   MML INVESTORS SERVICES LLC 1832 - 2023-12-31 119,640 $427,000 6,956
   UBS Group AG 4057 - 2023-12-31 117,010 $418,000 10,916
   Apollon Wealth Management LLC 767 - 2023-12-31 101,102 $361,000 914
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 510 - 2023-12-31 100,850 $360,000 73,297
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2559 - 2024-03-31 100,208 $353,000 446
   STIFEL FINANCIAL CORP 3021 - 2023-12-31 59,499 $212,000 8,391
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4909 - 2023-12-31 52,939 $189,000 35,552
   Integrated Wealth Concepts LLC 1458 - 2023-12-31 50,886 $182,000 6,239
   Valley Brook Capital Group 112 - 2023-12-31 40,050 $143,000 4,375
   Clear Creek Financial Management LLC 408 - 2024-03-31 38,594 $136,000 1,400
   Resources Investment Advisors Inc. 1068 - 2023-12-31 37,339 $133,000 346
   Advisor Group Holdings Inc. 4277 - 2023-12-31 33,328 $119,000 629
   SANDERS MORRIS HARRIS INC/FA 249 - 2024-03-31 33,490 $118,000 33,490
   MARINER WEALTH ADVISORS, LLC 2842 - 2023-12-31 29,194 $104,000 5,302
   Register Financial Advisors LLC 296 - 2024-03-31 22,063 $78,000 469
   CSS LLC/IL 389 - 2023-12-31 14,207 $51,000 207
   Atlantic Trust Group LLC 1111 - 2023-12-31 11,845 $42,000 155
   PROSPERA FINANCIAL SERVICES 1035 - 2023-12-31 11,578 $41,000 263
   ELEQUIN CAPITAL LP 225 - 2023-12-31 7,311 $26,000 6,268
   IFP Advisors Inc 1868 - 2023-12-31 5,865 $21,000 107

  27 Records found
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