Who Owns Putnam Premier Income Trust (PPT)?Hedge Fund & Institutional Holders

$3.52-0.01 (-0.14%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0000061844831403e+126T

% of Float Held

QoQ Change in Holders

+15 / -2

Price History

$3.45$3.53$3.60$3.67$3.75Aug 24Jun 25Mar 26

PPT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Allspring Global Investments Holdings, LLCNew Position+1.4M+$4.8M
Janney Montgomery Scott LLCNew Position+707K+$2.0M
Quad-Cities Investment Group, LLCNew Position+260K+$920K
Shaker Financial Services, LLCNew Position+141K+$499K
READYSTATE ASSET MANAGEMENT LPNew Position+132K+$466K
Apollon Wealth Management, LLCNew Position+81K+$287K
Mezzasalma Advisors, LLCNew Position+73K+$259K
Mirador Capital Partners LPNew Position+71K+$251K
Valley Brook Capital Group, Inc.New Position+68K+$239K
Commonwealth Financial Services, LLCNew Position+40K+$142K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+38K+$132K
Capital Investment Advisors, LLCNew Position+32K+$113K
GILPIN WEALTH MANAGEMENT, LLCNew Position+30K+$105K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+28K+$98K
Closed-End Fund Advisors, Inc.New Position+27K+$96K

PPT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
1607 Capital Partners, LLCDecreased-306K-$7.6B
MORGAN STANLEYDecreased-126K-$5.7B
Invesco Ltd.Decreased-41K-$4.3B
RAYMOND JAMES FINANCIAL INCDecreased-12K-$1.8B
OSAIC HOLDINGS, INC.Decreased-17K-$833.5M
ROYAL BANK OF CANADADecreased-5K-$702.0M
Kovitz Investment Group Partners, LLCClosed Position-170K-$629.0M
PIN OAK INVESTMENT ADVISORS INCClosed Position-160K-$591.8M
UBS Group AGDecreased-1K-$478.9M
SHUFRO ROSE & CO LLCDecreased-9K-$453.4M
Integrated Wealth Concepts LLCDecreased-4K-$431.2M
Gilman Hill Asset Management, LLCDecreased-10K-$129.1M
Dynamic Advisor Solutions LLCDecreased-3K-$113.9M
Steward Partners Investment Advisory, LLCDecreased-22K-$112.8M
UHLMANN PRICE SECURITIES, LLCDecreased-3K-$94.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC28,292,873$100.0M2.00%Share
21607 Capital Partners, LLC1,747,144$6.2M0.42%Share
3Allspring Global Investments Holdings, LLC1,364,889$4.8M0.01%Share
4Invesco Ltd.1,138,200$4.0M0.00%Share
5RIVERBRIDGE PARTNERS LLC609,426$2.2M0.04%Share
6Janney Montgomery Scott LLC706,954$2.0M0.00%Share
7MORGAN STANLEY640,467$2.0M0.00%Share
8MORGAN STANLEY682,052$2.0M0.00%Share
9Quad-Cities Investment Group, LLC260,059$920K0.38%Share
10Intellus Advisors LLC144,211$510K0.07%Share
11Shaker Financial Services, LLC141,161$499K0.16%Share
12READYSTATE ASSET MANAGEMENT LP131,640$466K0.02%Share
13SHUFRO ROSE & CO LLC117,000$414K0.03%Share
14UBS Group AG115,363$408K0.00%Share
15Stratos Wealth Partners, LTD.88,772$314K0.00%Share
16Apollon Wealth Management, LLC81,195$287K0.00%Share
17Papamarkou Wellner Asset Management inc.77,000$272K0.16%Share
18Mezzasalma Advisors, LLC73,062$259K0.06%Share
19Mirador Capital Partners LP71,091$251K0.03%Share
20Oder Investment Management, LLC70,792$250K0.18%Share
21Valley Brook Capital Group, Inc.67,609$239K0.16%Share
22Clear Creek Financial Management, LLC52,294$185K0.02%Share
23Allworth Financial LP51,176$181K0.00%Share
24Commonwealth Financial Services, LLC40,190$142K0.02%Share
25Capital Investment Advisors, LLC32,054$113K0.00%Share
26GILPIN WEALTH MANAGEMENT, LLC29,752$105K0.08%Share
27Gridiron Partners, LLC28,985$102K0.06%Share
28SMITH, MOORE & CO.27,977$99K0.01%Share
29Dynamic Advisor Solutions LLC28,024$99K0.00%Share
30INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC27,832$98K0.01%Share
31Closed-End Fund Advisors, Inc.27,293$96K0.06%Share
32Ethos Financial Group, LLC26,526$93K0.01%Share
33Register Financial Advisors LLC25,830$91K0.04%Share
34Gilman Hill Asset Management, LLC25,000$88K0.01%Share
35Logan Stone Capital, LLC22,997$81K0.02%Share
36UHLMANN PRICE SECURITIES, LLC22,401$79K0.05%Share
37LAZARI CAPITAL MANAGEMENT, INC.22,436$79K0.03%Share
38LANDSCAPE CAPITAL MANAGEMENT, L.L.C.19,601$69K0.00%Share
39Fortitude Advisory Group L.L.C.17,886$63K0.03%Share
40Integrity Advisory Solutions, LLC16,659$58K0.01%Share
41UBS Group AG12,722$45K0.00%Share
42LANDSCAPE CAPITAL MANAGEMENT, L.L.C.10,911$38K0.00%Share
43LANDSCAPE CAPITAL MANAGEMENT, L.L.C.7,229$25K0.00%Share
44CWM, LLC5,600$20K0.00%Share
45BARRETT & COMPANY, INC.5,000$17K0.01%Share
46CALDWELL SUTTER CAPITAL, INC.4,375$15K0.01%Share
47BARTLETT & CO. WEALTH MANAGEMENT LLC4,500$15K0.00%Share
48US BANCORP \DE\3,500$12K0.00%Share
49FLAGSHIP HARBOR ADVISORS, LLC2,920$10K0.00%Share
50CREATIVE FINANCIAL DESIGNS INC /ADV2,777$9K0.00%Share

PPT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025103$130.4M+34
Q3 202569$30.9B-12
Q2 202581$38.3B-8
Q1 202589$49.7B+13
Q4 202476$1.8T+19
Q3 202457$21.1T-1
Q2 202458$21.4T+9
Q1 202449$19.8T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold PPT (Putnam Premier Income Trust). The largest holder is SIT INVESTMENT ASSOCIATES INC with $100.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own PPT?

As of Q4 2025, 50 institutional investors report holding PPT (Putnam Premier Income Trust) in their 13F filings.

Who is the largest institutional holder of PPT?

The largest institutional holder of PPT is SIT INVESTMENT ASSOCIATES INC with $100.0M in shares.

Is institutional ownership of PPT increasing or decreasing?

This quarter, 15 institutions opened new positions in PPT and 2 closed their positions.