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 | 05/13/2026 | 28.18 M | $100.04 M | -0.40% | 29.49% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 1.75 M | $6.20 M | 0.00% | 1.83% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 1.37 M | $4.85 M | 0.20% | 1.43% |
| MORGAN STANLEY | 05/15/2026 | 1.13 M | $4.02 M | -19.56% | 1.19% |
| INVESCO LTD. | 05/12/2026 | 896.94 K | $3.18 M | -21.20% | 0.94% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 774.90 K | $2.75 M | 9.61% | 0.81% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 633.16 K | $2.25 M | 3.89% | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 458.99 K | $1.63 M | -0.92% | 0.48% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 333.36 K | $1.18 M | 43.89% | 0.35% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 04/21/2026 | 246.97 K | $876.73 K | -5.04% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 198.59 K | $704.98 K | -2.38% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 193.88 K | $688.15 K | -7.36% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 193.25 K | $686.04 K | 24.68% | 0.20% |
| COLONY GROUP, LLC | 05/15/2026 | 187.94 K | $667.19 K | 6.02% | 0.20% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 180.75 K | $621.79 K | 7.47% | 0.19% |
| ROYAL BANK OF CANADA | 05/15/2026 | 169.13 K | $600.00 K | -8.82% | 0.18% |
| PIN OAK INVESTMENT ADVISORS INC | 05/15/2026 | 162.52 K | $577.00 K | -0.82% | 0.17% |
| UBS GROUP AG | 05/05/2026 | 150.19 K | $533.18 K | 16.60% | 0.16% |
| INTELLUS ADVISORS LLC | 05/07/2026 | 145.38 K | $516.09 K | 0.81% | 0.15% |
| LPL FINANCIAL LLC | 05/06/2026 | 130.27 K | $462.46 K | 10.45% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 118.41 K | $420.00 K | 30.41% | 0.12% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 117.00 K | $415.35 K | 0.00% | 0.12% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 114.16 K | $405.27 K | 1.10% | 0.12% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 103.46 K | $367.27 K | -8.76% | 0.11% |
| 04/21/2026 | 97.39 K | $345.72 K | 227.33% | 0.10% | |
| MIRADOR CAPITAL PARTNERS LP | 04/08/2026 | 92.64 K | $328.87 K | 30.31% | 0.10% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 90.48 K | $321.19 K | 1.92% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 82.49 K | $292.84 K | 7.99% | 0.09% |
| CREATIVE PLANNING | 05/12/2026 | 82.12 K | $291.51 K | 4.51% | 0.09% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 81.32 K | $288.67 K | 0.15% | 0.09% |
| PAPAMARKOU WELLNER ASSET MANAGEMENT INC. | 05/15/2026 | 77.00 K | $273.35 K | 0.00% | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 76.28 K | $270.80 K | 1.16% | 0.08% |
| ODER INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 74.59 K | $264.78 K | 5.36% | 0.08% |
| MEZZASALMA ADVISORS, LLC | 04/17/2026 | 74.40 K | $264.12 K | 1.83% | 0.08% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 74.21 K | $263.46 K | 27.58% | 0.08% |
| VALLEY BROOK CAPITAL GROUP, INC. | 05/08/2026 | 69.89 K | $248.09 K | 3.37% | 0.07% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 61.50 K | $218.33 K | -10.09% | 0.06% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 04/23/2026 | 52.29 K | $185.64 K | 0.00% | 0.05% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 51.18 K | $181.68 K | 0.00% | 0.05% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 48.41 K | $171.84 K | 6.85% | 0.05% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 05/14/2026 | 48.11 K | $170.79 K | 0.04% | 0.05% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 41.26 K | $146.48 K | -5.17% | 0.04% |
| COMMONWEALTH FINANCIAL SERVICES, LLC | 05/07/2026 | 40.19 K | $142.68 K | 0.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 40.11 K | $142.39 K | -15.79% | 0.04% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 33.18 K | $117.78 K | 18.39% | 0.03% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 32.05 K | $113.79 K | 0.00% | 0.03% |
| SMITH, MOORE & CO. | 05/05/2026 | 27.98 K | $99.32 K | 0.00% | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 27.83 K | $100.47 K | 0.00% | 0.03% |
| WHALEN WEALTH MANAGEMENT INC. | 04/13/2026 | 27.62 K | $98.06 K | 100.00% | 0.03% |
| CITADEL ADVISORS LLC | 05/15/2026 | 27.22 K | $96.62 K | 54.26% | 0.03% |
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Putnam Premier Income Trust institutional Ownership - FAQ's
During the previous two years, 159 institutional investors and hedge funds held shares of Putnam Premier Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 28.18 M
1607 Capital Partners, LLC: 1.75 M
Allspring Global Investments Holdings, LLC: 1.37 M
MORGAN STANLEY: 1.13 M
Invesco Ltd.: 896,935
Janney Montgomery Scott LLC: 774,899
41.71% of Putnam Premier Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 52.59 M shares in the last 24 months. This purchase volume represents approximately $183.02 M in transactions.