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 | 08/12/2026 | 28.62 M | $99.88 M | 1.56% | 29.95% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.37 M | $4.77 M | 0.00% | 1.43% |
| MORGAN STANLEY | 08/13/2026 | 1.14 M | $3.96 M | 0.23% | 1.19% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 1.13 M | $3.94 M | -35.45% | 1.18% |
| INVESCO LTD. | 08/14/2026 | 934.60 K | $3.26 M | 4.20% | 0.98% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 800.39 K | $2.79 M | 3.29% | 0.84% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 393.73 K | $1.37 M | -37.81% | 0.41% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 327.90 K | $1.14 M | -1.64% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 319.25 K | $1.11 M | -30.45% | 0.33% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 07/07/2026 | 273.31 K | $953.86 K | 10.67% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 218.22 K | $761.45 K | 12.55% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 210.63 K | $735.08 K | 6.06% | 0.22% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 199.54 K | $684.43 K | 10.39% | 0.21% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 197.90 K | $690.67 K | 2.41% | 0.21% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 192.78 K | $672.81 K | 100.00% | 0.20% |
| COLONY GROUP, LLC | 08/12/2026 | 187.99 K | $656.10 K | 0.03% | 0.20% |
| INTELLUS ADVISORS LLC | 08/12/2026 | 167.20 K | $583.54 K | 15.01% | 0.18% |
| PIN OAK INVESTMENT ADVISORS INC | 08/18/2026 | 162.52 K | $567.00 K | 0.00% | 0.17% |
| ROYAL BANK OF CANADA | 08/14/2026 | 157.49 K | $549.00 K | -6.88% | 0.16% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 135.63 K | $473.33 K | 31.09% | 0.14% |
| LPL FINANCIAL LLC | 08/07/2026 | 128.03 K | $446.82 K | -1.72% | 0.13% |
| MIRADOR CAPITAL PARTNERS LP | 07/07/2026 | 123.62 K | $431.44 K | 33.44% | 0.13% |
| GILPIN WEALTH MANAGEMENT, LLC | 07/24/2026 | 123.23 K | $430.08 K | 26.54% | 0.13% |
| UBS GROUP AG | 08/13/2026 | 121.24 K | $423.13 K | -19.28% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 117.46 K | $410.00 K | -0.80% | 0.12% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 117.00 K | $408.33 K | 0.00% | 0.12% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 115.31 K | $402.41 K | 1.00% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 93.08 K | $324.85 K | 2.88% | 0.10% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 82.45 K | $287.75 K | 1.39% | 0.09% |
| CREATIVE PLANNING | 08/13/2026 | 82.12 K | $286.58 K | 0.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 77.64 K | $270.96 K | -5.88% | 0.08% |
| MEZZASALMA ADVISORS, LLC | 08/10/2026 | 75.82 K | $264.60 K | 1.90% | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 74.94 K | $261.54 K | -1.76% | 0.08% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 74.57 K | $260.23 K | 0.47% | 0.08% |
| ODER INVESTMENT MANAGEMENT, LLC | 08/11/2026 | 74.40 K | $259.67 K | -0.25% | 0.08% |
| VALLEY BROOK CAPITAL GROUP, INC. | 07/27/2026 | 69.37 K | $242.10 K | -0.74% | 0.07% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 55.60 K | $194.04 K | -9.59% | 0.06% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 52.29 K | $182.51 K | 0.00% | 0.05% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 51.18 K | $178.61 K | 0.00% | 0.05% |
| PAPAMARKOU WELLNER ASSET MANAGEMENT INC. | 08/17/2026 | 50.00 K | $174.50 K | -35.06% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 49.99 K | $174.45 K | 24.62% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 49.21 K | $171.73 K | 1.65% | 0.05% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/10/2026 | 48.11 K | $167.91 K | 0.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 44.43 K | $154.18 K | 59.64% | 0.05% |
| CITADEL ADVISORS LLC | 09/02/2026 | 42.35 K | $147.80 K | 55.59% | 0.04% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 41.26 K | $144.00 K | 0.00% | 0.04% |
| WHALEN WEALTH MANAGEMENT INC. | 08/13/2026 | 40.58 K | $141.63 K | 46.91% | 0.04% |
| COMMONWEALTH FINANCIAL SERVICES, LLC | 07/15/2026 | 40.19 K | $140.26 K | 0.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 37.72 K | $131.66 K | 70.87% | 0.04% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 35.89 K | $125.25 K | 8.17% | 0.04% |
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Putnam Premier Income Trust institutional Ownership - FAQ's
During the previous two years, 161 institutional investors and hedge funds held shares of Putnam Premier Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 28.62 M
Allspring Global Investments Holdings, LLC: 1.37 M
MORGAN STANLEY: 1.14 M
1607 Capital Partners, LLC: 1.13 M
Invesco Ltd.: 934,604
Janney Montgomery Scott LLC: 800,392
41.65% of Putnam Premier Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 52.68 M shares in the last 24 months. This purchase volume represents approximately $183.31 M in transactions.