Putnam Premier Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 28.29 M | $100.16 M | 3.63% | 29.61% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 1.75 M | $6.18 M | -14.92% | 1.83% |
| MORGAN STANLEY | 02/13/2026 | 1.41 M | $4.98 M | -8.22% | 1.47% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 1.36 M | $4.83 M | -23.15% | 1.43% |
| INVESCO LTD. | 02/19/2026 | 1.14 M | $4.03 M | -3.47% | 1.19% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 706.95 K | $2.50 M | 0.04% | 0.74% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 609.43 K | $2.16 M | 157.65% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 463.28 K | $1.64 M | -2.59% | 0.48% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 01/14/2026 | 260.06 K | $920.61 K | -9.09% | 0.27% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 231.68 K | $820.15 K | 100.00% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 209.30 K | $740.76 K | -7.37% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 203.42 K | $720.12 K | 2.89% | 0.21% |
| ROYAL BANK OF CANADA | 02/17/2026 | 185.49 K | $657.00 K | -2.53% | 0.19% |
| COLONY GROUP, LLC | 02/13/2026 | 177.26 K | $627.51 K | 100.00% | 0.19% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 168.20 K | $595.41 K | 5.46% | 0.18% |
| PIN OAK INVESTMENT ADVISORS INC | 02/13/2026 | 163.87 K | $598.00 K | 2.18% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 155.00 K | $548.70 K | 13.85% | 0.16% |
| INTELLUS ADVISORS LLC | 02/06/2026 | 144.21 K | $510.51 K | 8.61% | 0.15% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 141.16 K | $499.71 K | 310.76% | 0.15% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 131.68 K | $466.13 K | 100.00% | 0.14% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 131.64 K | $466.01 K | 100.00% | 0.14% |
| UBS GROUP AG | 01/29/2026 | 128.81 K | $455.98 K | -0.84% | 0.13% |
| LPL FINANCIAL LLC | 02/11/2026 | 117.95 K | $417.53 K | 30.87% | 0.12% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 117.00 K | $414.18 K | -6.92% | 0.12% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 113.40 K | $401.42 K | 7.83% | 0.12% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 112.91 K | $399.71 K | -3.38% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 90.80 K | $321.00 K | -0.47% | 0.10% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 88.77 K | $314.26 K | 71.41% | 0.09% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 81.20 K | $287.43 K | -9.76% | 0.09% |
| CREATIVE PLANNING | 02/17/2026 | 78.57 K | $278.13 K | 0.00% | 0.08% |
| PAPAMARKOU WELLNER ASSET MANAGEMENT INC. | 02/18/2026 | 77.00 K | $272.58 K | 54.00% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 76.39 K | $270.41 K | -10.49% | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 75.41 K | $266.94 K | 1.18% | 0.08% |
| MEZZASALMA ADVISORS, LLC | 01/21/2026 | 73.06 K | $259.31 K | 1.85% | 0.08% |
| MIRADOR CAPITAL PARTNERS LP | 01/14/2026 | 71.09 K | $251.66 K | 100.00% | 0.07% |
| ODER INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 70.79 K | $250.60 K | 1.00% | 0.07% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 68.40 K | $242.14 K | 0.00% | 0.07% |
| VALLEY BROOK CAPITAL GROUP, INC. | 01/23/2026 | 67.61 K | $239.34 K | -5.42% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 58.17 K | $205.92 K | 23.05% | 0.06% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 01/23/2026 | 52.29 K | $185.12 K | 0.00% | 0.05% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 51.18 K | $181.16 K | 0.00% | 0.05% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/13/2026 | 48.09 K | $170.24 K | 0.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 47.63 K | $168.61 K | 8.91% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 45.30 K | $160.36 K | 1.20% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 44.61 K | $157.91 K | 281.05% | 0.05% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 43.51 K | $154.03 K | 100.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 41.07 K | $145.37 K | 35.50% | 0.04% |
| COMMONWEALTH FINANCIAL SERVICES, LLC | 02/06/2026 | 40.19 K | $142.27 K | 0.00% | 0.04% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 37.74 K | $133.60 K | 100.00% | 0.04% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 32.05 K | $113.47 K | -22.17% | 0.03% |
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Putnam Premier Income Trust institutional Ownership - FAQ's
During the previous two years, 166 institutional investors and hedge funds held shares of Putnam Premier Income Trust. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 1.37 M
Janney Montgomery Scott LLC: 774,899
RIVERBRIDGE PARTNERS LLC: 633,159
Quad-Cities Investment Group, LLC: 246,965
UBS Group AG: 150,192
Cambridge Investment Research Advisors, Inc.: 118,412
42.62% of Putnam Premier Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 55.16 M shares in the last 24 months. This purchase volume represents approximately $191.94 M in transactions.