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PPT

Putnam Premier Income Trust

Company with tickers: PPT

CIK
827773
CUSIP
746853100
Shares Outstanding
95,567,537
13F Activity (30d)
63 filings 60 filers
Holders: 96
Total Value: $141,517,334
Total Shares: 39,864,049

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 96 13F filers · Δ vs Dec 31, 2025
Top Holder
70.7%
Jun 2023 → Mar 2026 · range 14.1% – 70.7%
+56.6 pts
Top 5
83.6%
Jun 2023 → Mar 2026 · range 51.2% – 86.1%
+32.4 pts
Top 10
89.7%
Jun 2023 → Mar 2026 · range 65.5% – 91.1%
+24.3 pts
HHI
5,053
Jun 2023 → Mar 2026 · range 639 – 5,053
Highly concentrated +4,413

Quarterly Activity

vs Dec 31, 2025
New
9
Increased
34
Decreased
18
Sold Out
20
Unchanged
35
Holder count: -11
Institutional value: +221.5%
Shares held: +220.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid Advisors Asset Management, Inc. +101,680 333,361
Large Janney Montgomery Scott LLC +67,945 774,899
Micro GILPIN WEALTH MANAGEMENT, LLC +67,635 97,387
Large Baird Financial Group, Inc. +38,249 193,250
Large Cambridge Investment Research Advisors, Inc. +27,611 118,412

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega MORGAN STANLEY −275,380 1,132,473
Mega Invesco Ltd. −241,265 896,935
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −18,988 22,077
Mega ROYAL BANK OF CANADA −16,360 169,128
Large OSAIC HOLDINGS, INC. −15,412 193,884

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid SIT INVESTMENT ASSOCIATES INC 28,179,805 $100,038,307
Small Whalen Wealth Management Inc. 27,622 $98,058
Small SUMMIT SECURITIES GROUP LLC 8,091 $28,723
Mid SALEM INVESTMENT COUNSELORS INC 3,077 $10,923
Mid MATHER GROUP, LLC. 2,251 $7,991

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small Shaker Financial Services, LLC 141,161 $499,709
Large Balyasny Asset Management L.P. 131,676 $466,133
Mid READYSTATE ASSET MANAGEMENT LP 131,640 $466,005
Mega JANE STREET GROUP, LLC 44,606 $157,904
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 37,741 $133,601
Filter: New 9 Increased 34 Reduced 18 Sold out 20 Unchanged 35
Showing 96 of 96
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid SIT INVESTMENT ASSOCIATES INC $100,038,307 70.69% 28,179,805
Small 1607 Capital Partners, LLC $6,202,361 4.38% 1,747,144
Large Allspring Global Investments Holdings, LLC $4,854,827 3.43% 1,367,557
Mega MORGAN STANLEY $4,020,278 2.84% 1,132,473
Mega Invesco Ltd. $3,184,119 2.25% 896,935
Large Janney Montgomery Scott LLC $2,750,891 1.94% 774,899
Mid RIVERBRIDGE PARTNERS LLC $2,247,714 1.59% 633,159
Mega RAYMOND JAMES FINANCIAL INC $1,629,417 1.15% 458,991
Mid Advisors Asset Management, Inc. $1,183,431 0.84% 333,361
Small Quad-Cities Investment Group, LLC $876,725 0.62% 246,965
Mega BANK OF AMERICA CORP /DE/ Bank $704,980 0.50% 198,586
Large OSAIC HOLDINGS, INC. $688,288 0.49% 193,884
Large Baird Financial Group, Inc. $686,037 0.48% 193,250
Large Focus Partners Wealth $667,190 0.47% 187,941
Large JONES FINANCIAL COMPANIES LLLP $641,676 0.45% 180,754
Mega ROYAL BANK OF CANADA Bank $600,404 0.42% 169,128
Small PIN OAK INVESTMENT ADVISORS INC $576,946 0.41% 162,520
Mega UBS Group AG $533,180 0.38% 150,192
Small Intellus Advisors LLC $516,095 0.36% 145,379
Mega LPL Financial LLC $462,458 0.33% 130,270
Large Cambridge Investment Research Advisors, Inc. $420,362 0.30% 118,412
Small SHUFRO ROSE & CO LLC $415,350 0.29% 117,000
Mid Integrated Wealth Concepts LLC $405,271 0.29% 114,161
Large MML INVESTORS SERVICES, LLC $367,275 0.26% 103,458
Micro GILPIN WEALTH MANAGEMENT, LLC $345,723 0.24% 97,387
Small Mirador Capital Partners LP $328,872 0.23% 92,640
Mid Stratos Wealth Partners, LTD. $321,186 0.23% 90,475
Large COMMONWEALTH EQUITY SERVICES, LLC $292,839 0.21% 82,490
Large Creative Planning $291,508 0.21% 82,115
Mid Apollon Wealth Management, LLC $288,671 0.20% 81,316
Small Papamarkou Wellner Asset Management inc. $273,350 0.19% 77,000
Large CAPTRUST FINANCIAL ADVISORS $270,804 0.19% 76,283
Micro Oder Investment Management, LLC $264,783 0.19% 74,587
Small Mezzasalma Advisors, LLC $264,120 0.19% 74,400
Mega WELLS FARGO & COMPANY/MN $263,455 0.19% 74,213
Small Valley Brook Capital Group, Inc. $248,091 0.18% 69,885
Mid NewEdge Advisors, LLC $218,325 0.15% 61,500
Small Clear Creek Financial Management, LLC $185,643 0.13% 52,294
Mid Allworth Financial LP $181,674 0.13% 51,176
Large STIFEL FINANCIAL CORP $171,837 0.12% 48,405
Mid LEVEL FOUR ADVISORY SERVICES, LLC $170,790 0.12% 48,110
Mid Karpus Management, Inc. $146,480 0.10% 41,262
Small Commonwealth Financial Services, LLC $142,674 0.10% 40,190
Large Cetera Investment Advisers $142,394 0.10% 40,111
Mid Dynamic Advisor Solutions LLC $117,778 0.08% 33,177
Mid Capital Investment Advisors, LLC $113,791 0.08% 32,054
Small SMITH, MOORE & CO. $99,318 0.07% 27,977
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $98,803 0.07% 27,832
Small Whalen Wealth Management Inc. $98,058 0.07% 27,622
Mega CITADEL ADVISORS LLC $96,623 0.07% 27,218
Small Ethos Financial Group, LLC $94,167 0.07% 26,526
Small Register Financial Advisors LLC $93,702 0.07% 26,395
Mid Equitable Holdings, Inc. $90,162 0.06% 25,398
Mid OneDigital Investment Advisors LLC $90,035 0.06% 25,362
Small Gilman Hill Asset Management, LLC $88,750 0.06% 25,000
Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer $81,213 0.06% 22,877
Small LAZARI CAPITAL MANAGEMENT, INC. $79,647 0.06% 22,436
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $78,373 0.06% 22,077
Mid IFP Advisors, Inc $70,929 0.05% 19,980
Small Fortitude Advisory Group L.L.C. $63,495 0.04% 17,886
Micro Integrity Advisory Solutions, LLC $63,168 0.04% 17,794
Small SANDERS MORRIS HARRIS LLC $54,989 0.04% 15,490
Micro Closed-End Fund Advisors, Inc. $53,825 0.04% 15,162
Large Mariner, LLC $51,411 0.04% 14,482
Mid UMB Bank, n.a. $43,203 0.03% 12,170
Large Kestra Advisory Services, LLC $38,045 0.03% 10,717
Micro Gunpowder Capital Management, LLC dba Oliver Wealth Management $33,370 0.02% 9,400
Large Steward Partners Investment Advisory, LLC $30,146 0.02% 8,492
Small SUMMIT SECURITIES GROUP LLC Broker-Dealer $28,723 0.02% 8,091
Mid Wilmington Savings Fund Society, FSB $26,845 0.02% 7,562
Micro BARRETT & COMPANY, INC. $17,750 0.01% 5,000
Mid MAI Capital Management $17,750 0.01% 5,000
Small Medallion Wealth Advisors, LLC $17,750 0.01% 5,000
Large US BANCORP \DE\ Bank $12,425 0.01% 3,500
Mid SALEM INVESTMENT COUNSELORS INC $10,923 0.01% 3,077
Small CREATIVE FINANCIAL DESIGNS INC /ADV $9,858 0.01% 2,777
Mid Kimelman & Baird, LLC $8,977 0.01% 2,529
Mid MATHER GROUP, LLC. $7,991 0.01% 2,251
Large HUNTINGTON NATIONAL BANK Bank $6,968 0.00% 1,963
Mega PNC FINANCIAL SERVICES GROUP, INC. $6,390 0.00% 1,800
Mega JPMORGAN CHASE & CO $5,633 0.00% 1,587
Small Pinnacle Wealth Planning Services, Inc. $4,299 0.00% 1,211
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4,007 0.00% 1,129
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. $3,649 0.00% 1,028
Micro WPG Advisers, LLC $2,733 0.00% 770
Micro Gould Capital, LLC $2,513 0.00% 708
Mid HARBOUR INVESTMENTS, INC. $2,485 0.00% 700
Mid ROTHSCHILD INVESTMENT LLC $1,963 0.00% 553
Small HIGHLINE WEALTH PARTNERS LLC $1,952 0.00% 550
Small First Command Advisory Services, Inc. $1,775 0.00% 500
Mid Tower Research Capital LLC (TRC) $1,437 0.00% 405
Small Costello Asset Management, INC $1,143 0.00% 322
Small MOTCO $738 0.00% 208
Mid ST GERMAIN D J CO INC $532 0.00% 150
Large FIFTH THIRD BANCORP Bank $323 0.00% 91
Small Strategic Wealth Partners, Ltd. $0 0.00% 0

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