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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
   MORGAN STANLEY 3771 - 2023-12-31 1,549,754 $5,533,000 -101,739
   JANNEY MONTGOMERY SCOTT LLC 810 - 2023-12-31 1,118,433 $3,992,000 -196,839
   KARPUS MANAGEMENT INC 124 - 2023-12-31 1,066,215 $3,806,000 -46,540
   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
   BANK OF AMERICA CORP /DE/ 4315 - 2023-12-31 176,548 $630,000 -7,096
   Future Financial Wealth Managment LLC 62 - 2024-03-31 124,610 $439,000 -25,105
   CREATIVE PLANNING 2013 - 2023-12-31 92,156 $329,000 -74,537
   Oder Investment Management LLC 79 - 2023-12-31 82,826 $296,000 -29,064
   LPL FINANCIAL CORP 4050 - 2023-12-31 80,474 $287,000 -9,102
   SHAKER FINANCIAL SERVICES, LLC 134 - 2023-12-31 78,185 $281,000 -91,428
   STERNECK CAPITAL MANAGEMENT, LLC 71 - 2024-03-31 78,304 $276,000 -37,398
   PEAPACK GLADSTONE FINANCIAL CORP 664 - 2023-12-31 47,096 $168,000 -5,498
   WHITENER CAPITAL MANAGEMENT INC. 150 - 2024-03-31 46,770 $165,000 -420
   Howard Wealth Management LLC 100 - 2023-12-31 36,235 $129,000 -8,430
   WELLS FARGO & CO/MN 4147 - 2023-12-31 36,002 $129,000 -14,559
   FINANCIAL NETWORK 2613 - 2023-12-31 33,872 $121,000 -3,583
   LAZARI CAPITAL MANAGEMENT INC. 115 - 2023-12-31 28,224 $101,000 -6,533
   LEVEL FOUR ADVISORY SERVICES LLC 753 - 2023-12-31 11,958 $43,000 -71,609
   Cetera Investment Advisers 2155 - 2023-12-31 12,043 $43,000 -1,724
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2099 - 2023-12-31 11,627 $42,000 -3,424
   COMERICA BANK 3522 - 2023-12-31 173 $1,000 -57

  23 Records found
  1    
  Page 1 of 1
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