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Putnam Premier Income Trust (PPT) Institutional Ownership

Putnam Premier Income Trust logo
$3.70 +0.01 (+0.27%)
Closing price 09/3/2025 03:59 PM Eastern
Extended Trading
$3.70 +0.00 (+0.14%)
As of 09/3/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
38
Total
Institutional Inflows
(last 12 months)
$24.59M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$7.31M
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Skip Chart & View Institutional Buying and Selling Data

PPT Institutional Buying and Selling by Quarter

Putnam Premier Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/9/2025 Gilman Hill Asset Management LLC35,000$128K0.0%+22.8%0.036%
5/16/2025 NewEdge Advisors LLC84,400$305K0.0%-23.8%0.088%
5/16/2025 Integrated Wealth Concepts LLC114,650$414K0.0%+2.5%0.119%
5/16/2025 1607 Capital Partners LLC2,190,650$7.91M0.6%+11.7%2.276%
5/15/2025 Royal Bank of Canada190,812$689K0.0%+9.0%0.198%
5/15/2025 Baird Financial Group Inc.22,097$80K0.0%N/A0.023%
5/15/2025 Landscape Capital Management L.L.C.39,487$143K0.0%-29.0%0.041%
5/13/2025 Valley Brook Capital Group Inc.83,250$301K0.2%-6.0%0.086%
5/13/2025 Ethos Financial Group LLC26,526$96K0.0%N/A0.028%
5/13/2025 Oder Investment Management LLC68,750$248K0.2%-4.0%0.071%
5/13/2025 Sit Investment Associates Inc.22,981,484$82.96M1.9%+5.0%23.872%
5/12/2025 Invesco Ltd.1,166,601$4.21M0.0%+1.1%1.212%
5/9/2025 PNC Financial Services Group Inc.22,055$80K0.0%-51.6%0.023%
5/6/2025 Readystate Asset Management LP87,501$316K0.0%N/A0.091%
5/5/2025 IFP Advisors Inc11,850$43K0.0%+138.0%0.012%
4/28/2025 Clear Creek Financial Management LLC51,194$185K0.0%+32.6%0.053%
4/24/2025 Allspring Global Investments Holdings LLC3,771,422$13.62M0.0%-0.2%3.918%
4/23/2025 International Assets Investment Management LLC31,879$115K0.0%-39.9%0.033%
4/22/2025 Cambridge Investment Research Advisors Inc.91,497$330K0.0%-8.6%0.095%
4/21/2025 Riverbridge Partners LLC227,455$821K0.0%+13.2%0.236%
4/17/2025 Janney Montgomery Scott LLC658,186$2.38M0.0%+0.5%0.684%
4/14/2025 Capital Investment Advisors LLC44,043$159K0.0%-8.1%0.046%
4/9/2025 Quad Cities Investment Group LLC287,920$1.04M0.5%+1.1%0.299%
4/9/2025 Future Financial Wealth Managment LLC132,846$480K0.4%+6.9%0.138%
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2/17/2025 Cetera Investment Advisers43,753$156K0.0%-29.4%0.045%
2/17/2025 Captrust Financial Advisors13,294$47K0.0%N/A0.014%
2/17/2025 Citadel Advisors LLC30,994$110K0.0%N/A0.032%
2/17/2025 Bank of America Corp DE219,685$782K0.0%+26.1%0.228%
2/14/2025 South Plains Financial Inc.8,750$31K0.0%N/A0.009%
2/14/2025 Integrated Wealth Concepts LLC111,817$398K0.0%+5.7%0.116%
2/14/2025 Stifel Financial Corp41,203$147K0.0%-9.3%0.043%
2/14/2025 OneDigital Investment Advisors LLC23,644$84K0.0%-37.0%0.025%
2/14/2025 Shaker Financial Services LLC84,546$303K0.1%-67.8%0.088%
2/13/2025 1607 Capital Partners LLC1,961,373$6.98M0.6%+94.0%2.037%
2/13/2025 NewEdge Advisors LLC110,700$394K0.0%-2.6%0.115%
2/13/2025 Oder Investment Management LLC71,644$255K0.2%+7.8%0.074%
2/13/2025 Raymond James Financial Inc.597,848$2.13M0.0%N/A0.621%
2/13/2025 Invesco Ltd.1,154,335$4.11M0.0%+2.0%1.199%
2/13/2025 Peapack Gladstone Financial Corp18,941$67K0.0%-20.2%0.020%
2/13/2025 Sit Investment Associates Inc.21,876,912$77.88M1.8%+8.4%22.725%
2/12/2025 Landscape Capital Management L.L.C.55,596$198K0.0%-35.4%0.058%
2/12/2025 Level Four Advisory Services LLC71,384$254K0.0%+49.2%0.074%
2/11/2025 Intellus Advisors LLC101,744$362K0.1%N/A0.106%
2/10/2025 Commonwealth Equity Services LLC165,071$588K0.0%-5.0%0.171%
2/10/2025 Essential Planning LLC.226,850$817K0.0%N/A0.236%
2/7/2025 PNC Financial Services Group Inc.45,540$162K0.0%+631.0%0.047%
2/6/2025 Raymond James Financial Inc.597,848$2.13M0.0%N/A0.621%
2/6/2025 Jones Financial Companies Lllp13,716$49K0.0%+109.8%0.014%
1/29/2025 Allspring Global Investments Holdings LLC3,779,876$13.46M0.0%+0.5%3.926%
1/29/2025 Valley Brook Capital Group Inc.88,596$315K0.2%-7.7%0.092%
1/28/2025 Mezzasalma Advisors LLC70,095$250K0.1%N/A0.073%
1/27/2025 Stratos Wealth Partners LTD.62,330$222K0.0%-14.6%0.065%
1/17/2025 Riverbridge Partners LLC200,954$715K0.0%+63.2%0.209%
1/17/2025 Janney Montgomery Scott LLC655,078$2.33M0.0%-8.3%0.680%
1/17/2025Transform Wealth LLC156,049$560K0.0%N/A0.162%
1/15/2025 Whitener Capital Management Inc.12,330$44K0.0%-39.3%0.013%
1/14/2025 Quad Cities Investment Group LLC284,691$1.01M0.5%-7.9%0.296%
1/13/2025 Future Financial Wealth Managment LLC124,282$442K0.3%-7.0%0.129%
1/8/2025 International Assets Investment Management LLC53,079$190K0.0%-73.2%0.055%
11/15/2024 MML Investors Services LLC93,548$349K0.0%-7.3%0.097%
11/15/2024 XTX Topco Ltd14,573$54K0.0%N/A0.015%
11/15/2024 Stifel Financial Corp45,431$169K0.0%+12.3%0.047%
11/15/2024 SageView Advisory Group LLC15,761$59K0.0%-16.7%0.016%
11/15/2024 IHT Wealth Management LLC19,566$73K0.0%+88.4%0.020%
11/14/2024 Pin Oak Investment Advisors Inc.105,920$395K0.4%+77.2%0.110%
11/9/2024 Landscape Capital Management L.L.C.86,056$321K0.0%-66.8%0.089%
10/31/2024 Valley Brook Capital Group Inc.95,984$358K0.3%+9.2%0.100%
10/31/2024 Shaker Financial Services LLC262,306$985K0.4%-17.3%0.272%
10/29/2024 Whitener Capital Management Inc.20,300$76K0.0%-42.6%0.021%
10/29/2024 Janney Montgomery Scott LLC714,222$2.66M0.0%-7.0%0.742%
10/22/2024 International Assets Investment Management LLC197,985$738K0.0%+273.0%0.206%
10/19/2024 Allspring Global Investments Holdings LLC3,761,201$14.03M0.0%-9.2%3.907%
10/16/2024 Quad Cities Investment Group LLC309,082$1.15M0.6%-3.8%0.321%
10/11/2024 Creative Planning77,467$289K0.0%-7.6%0.080%
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Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns just aren’t enough anymore. But what if you could reach your Freedom Number—the monthly income that makes retirement secure—using far less money than you thought possible? That’s exactly what Kelly G. discovered. She calls it “life-changing,” saying the income just keeps growing and that early retirement suddenly looks real. This strategy was once reserved for the ultra-wealthy, but it’s now available to everyday investors.tc pixel

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10/10/2024 Gilman Hill Asset Management LLC26,000$97K0.0%+73.3%0.027%
10/9/2024 Sanders Morris Harris LLC15,490$58K0.0%-53.7%0.016%
10/8/2024 Future Financial Wealth Managment LLC133,630$498K0.4%+5.8%0.139%
10/8/2024 Dynamic Advisor Solutions LLC28,141$105K0.0%N/A0.029%
9/9/2024 Lazari Capital Management Inc.22,436$80K0.0%-20.5%0.023%
8/16/2024 Creative Planning83,867$300K0.0%+8.3%0.087%
8/8/2024 Luken Investment Analytics LLC8,000$29K0.0%N/A0.008%
8/3/2024 Shaker Financial Services LLC317,023$1.14M0.5%-7.4%0.329%
7/27/2024 Valley Brook Capital Group Inc.87,875$315K0.2%+32.0%0.091%
7/26/2024 Allspring Global Investments Holdings LLC4,144,201$14.84M0.0%+43.8%4.305%
(Data available from 1/1/2016 forward)

PPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PPT shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Putnam Premier Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($82.96M), Allspring Global Investments Holdings LLC ($12.79M), 1607 Capital Partners LLC ($7.91M), Karpus Management Inc. ($3.81M), Invesco Ltd. ($3.48M), Janney Montgomery Scott LLC ($2.49M), and Raymond James Financial Inc. ($1.78M).Learn more on Putnam Premier Income Trust's institutional investors.

What percentage of Putnam Premier Income Trust's stock is owned by institutional investors?

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

Which institutional investors have been buying Putnam Premier Income Trust's stock?

Of the 57 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. ($2.79M), Allspring Global Investments Holdings LLC ($1.72M), Raymond James Financial Inc. ($1.20M), 1607 Capital Partners LLC ($1.19M), International Assets Investment Management LLC ($306.95K), Essential Planning LLC. ($226.85K), and Transform Wealth LLC ($158.85K).

How much institutional buying is happening at Putnam Premier Income Trust?

Institutional investors have bought a total of 6,863,862 shares in the last 24 months. This purchase volume represents approximately $24.59M in transactions.

Which of Putnam Premier Income Trust's major shareholders have been selling company stock?

Of the 28 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 ($676.95K), Shaker Financial Services LLC ($232.48K), Landscape Capital Management L.L.C. ($219.71K), Invesco Ltd. ($217.29K), International Assets Investment Management LLC ($166.11K), Janney Montgomery Scott LLC ($113.07K), and Raymond James Financial Inc. ($77.18K).

How much institutional selling is happening at Putnam Premier Income Trust?

Institutional investors have sold a total of 1,996,170 shares in the last 24 months. This volume of shares sold represents approximately $7.31M in transactions.


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This page (NYSE:PPT) was last updated on 9/4/2025 by MarketBeat.com Staff
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