Putnam Premier Income Trust is a publicly traded company on NYSE. As of Q3 2025, 86 institutional investors hold shares in this company, with total holdings valued at $40.2M. 1607 Capital Partners, LLC is the largest holder with a position valued at $7.6M.
Overview of institutional ownership in PPT as of Q3 2025
Institutions with the largest positions in PPT as of Q3 2025
| Institution | Position Value |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | $7.6M 0.57% of portfolio |
Allspring Global Investments Holdings, LLC Long Only Manager | $6.6M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $5.7M 0.00% of portfolio |
Invesco Ltd. ETF Provider | $4.4M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.8M 0.00% of portfolio |
Quad-Cities Investment Group, LLC RIA/Wealth | $1.1M 0.45% of portfolio |
RIVERBRIDGE PARTNERS LLC Long Only Manager | $872.8K 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $833.5K 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $729.6K 0.00% of portfolio |
Kovitz Investment Group Partners, LLC RIA/Wealth | $629.0K 0.00% of portfolio |
Institutional buying and selling activity for PPT in Q3 2025
| Institution | Net Bought |
|---|---|
Invesco Ltd. ETF Provider | +$847.8K +229.8K shares |
PIN OAK INVESTMENT ADVISORS INC RIA/Wealth | +$591.8K +57.1K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$388.1K +5.7K shares |
Baird Financial Group, Inc. Private Equity | +$257.6K +69.8K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$132.4K +36.1K shares |
Shaker Financial Services, LLC RIA/Wealth | +$126.8K +34.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$111.8K +30.3K shares |
UBS Group AG Institution | +$103.3K +28.0K shares |
SMITH, MOORE & CO. RIA/Wealth | +$103.2K +28.0K shares |
Intellus Advisors LLC RIA/Wealth | +$95.8K +25.9K shares |
| Institution | Net Sold |
|---|---|
Allspring Global Investments Holdings, LLC Long Only Manager | −$6.3M −1.7M shares |
MORGAN STANLEY RIA/Wealth | −$512.8K −139.0K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | −$358.5K −97.2K shares |
Catalina Capital Group, LLC RIA/Wealth | −$211.7K −57.7K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | −$192.3K −52.1K shares |
J JANE STREET GROUP, LLC Institution | −$126.6K −34.3K shares |
A Advisor Group Holdings, Inc. Institution | −$88.8K −24.1K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$67.5K −18.4K shares |
Valley Brook Capital Group, Inc. RIA/Wealth | −$47.5K −12.9K shares |
Merit Financial Group, LLC RIA/Wealth | −$37.7K −10.3K shares |
Institutions that initiated new positions or completely exited PPT in Q3 2025
| Institution | Position Value |
|---|---|
PIN OAK INVESTMENT ADVISORS INC RIA/Wealth | $591.8K 160.4K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $388.1K 105.2K shares |
F FIRST NATIONAL TRUST CO Institution | $48.0K 13.0K shares |
Mach-1 Financial Group, Inc. RIA/Wealth | $44.3K 12.0K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | $44.3K 12.0K shares |
B BRYN MAWR TRUST CO/PA Institution | $24.4K 6.6K shares |
CALDWELL SUTTER CAPITAL, INC. RIA/Wealth | $16.1K 4.4K shares |
North Capital, Inc. RIA/Wealth | $15.9K 4.3K shares |
NBC SECURITIES, INC. RIA/Wealth | $3.7K 1.0K shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.0K 550.0 shares |
| Institution | Previous Position |
|---|---|
Catalina Capital Group, LLC RIA/Wealth | $211.7K 57.7K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $67.5K 18.4K shares |
Merit Financial Group, LLC RIA/Wealth | $37.7K 10.3K shares |
Geneos Wealth Management Inc. RIA/Wealth | $12.3K 3.4K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $5.1K 1.4K shares |
CWM, LLC RIA/Wealth | - 525.0 shares |
Institutions with the largest Call and Put options positions in PPT as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
D David J Yvars Group Institution | - - contracts |
Institutions with PPT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | 0.57% $7.6M |
Quad-Cities Investment Group, LLC RIA/Wealth | 0.45% $1.1M |
PIN OAK INVESTMENT ADVISORS INC RIA/Wealth | 0.42% $591.8K |
Oder Investment Management, LLC RIA/Wealth | 0.19% $258.6K |
Valley Brook Capital Group, Inc. RIA/Wealth | 0.18% $263.8K |
P Papamarkou Wellner Asset Management inc. Institution | 0.11% $184.5K |
Gridiron Partners, LLC Long Only Manager | 0.08% $107.0K |
Mezzasalma Advisors, LLC RIA/Wealth | 0.07% $264.7K |
Intellus Advisors LLC RIA/Wealth | 0.07% $490.0K |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | 0.06% $94.8K |
Discover hedge funds investing in PPT

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $99.0M | 7.46% | |
ETF ETF | $91.3M | 6.88% | |
ETF ETF | $85.3M | 6.43% |
We use cookies for analytics. See our Privacy and Cookie Policy.