PUTNAM PREMIER INCOME TRUST (PPT) Top Institutional Shareholders
PUTNAM PREMIER INCOME TRUST (PPT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $37.89M in PPT holdings during the latest filing period.
1607 Capital Partners, Llc is currently the largest disclosed institutional shareholder of PPT tracked by InsiderSet, reporting ownership valued at approximately $6.20M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.01M, representing an estimated loss of -3.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed PPT value among the investors covered in this analysis. Major shareholders include 1607 Capital Partners, Llc, Allspring Global Investments Holdings, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in PUTNAM PREMIER INCOME TRUST (PPT).
This page ranks the largest institutional PPT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
96
Total Reported Value
$37.89M
Largest Holder
1607 Capital Partners, Llc
Largest Position
$6.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
112
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | 0.45% | 1,747,144 | $6,202,361 | $6,010,175 | -$192,186 | -3.10% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 1,367,557 | $4,854,827 | $4,704,396 | -$150,431 | -3.10% | |
| Morgan Stanley | 0.00% | 1,132,473 | $4,020,287 | $3,895,707 | -$124,580 | -3.10% | |
| Invesco Ltd. | 0.00% | 896,935 | $3,184,119 | $3,085,456 | -$98,663 | -3.10% | |
| Riverbridge Partners Llc | 0.06% | 633,159 | $2,247,714 | $2,178,067 | -$69,647 | -3.10% | |
| Raymond James Financial Inc | 0.00% | 458,991 | $1,629,418 | $1,578,929 | -$50,489 | -3.10% | |
| Advisors Asset Management, Inc. | 0.02% | 333,361 | $1,183,432 | $1,146,762 | -$36,670 | -3.10% | |
| Quad-Cities Investment Group, Llc | 0.35% | 246,965 | $876,725 | $849,560 | -$27,165 | -3.10% | |
| Bank Of America Corp | 0.00% | 198,586 | $704,981 | $683,136 | -$21,845 | -3.10% | |
| Osaic Holdings, Inc. | 0.00% | 193,884 | $688,152 | $666,961 | -$21,191 | -3.08% | |
| Baird Financial Group, Inc. | 0.00% | 193,250 | $686,038 | $664,780 | -$21,258 | -3.10% | |
| Focus Partners Wealth | 0.00% | 187,941 | $667,190 | $646,517 | -$20,673 | -3.10% | |
| Jones Financial Companies Lllp | 0.00% | 180,754 | $621,793 | $621,794 | +$1 | +0.00% | |
| Royal Bank Of Canada | 0.00% | 169,128 | $600,000 | $581,800 | -$18,200 | -3.03% | |
| Ubs Group Ag | 0.00% | 150,192 | $533,182 | $516,660 | -$16,522 | -3.10% | |
| Intellus Advisors Llc | 0.07% | 145,379 | $516,094 | $500,104 | -$15,990 | -3.10% | |
| Lpl Financial Llc | 0.00% | 130,270 | $462,457 | $448,129 | -$14,328 | -3.10% | |
| Shufro Rose & Co Llc | 0.03% | 117,000 | $415,350 | $402,480 | -$12,870 | -3.10% | |
| Integrated Wealth Concepts Llc | 0.00% | 114,161 | $405,270 | $392,714 | -$12,556 | -3.10% | |
| Mml Investors Services, Llc | 0.00% | 103,458 | $367,274 | $355,896 | -$11,378 | -3.10% | |
| Gilpin Wealth Management, Llc | 0.27% | 97,387 | $345,724 | $335,011 | -$10,713 | -3.10% | |
| Mirador Capital Partners Lp | 0.05% | 92,640 | $328,870 | $318,682 | -$10,188 | -3.10% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 90,475 | $321,188 | $311,234 | -$9,954 | -3.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 82,490 | $292,840 | $283,766 | -$9,074 | -3.10% | |
| Creative Planning | 0.00% | 82,115 | $291,507 | $282,476 | -$9,031 | -3.10% | |
| Apollon Wealth Management, Llc | 0.00% | 81,316 | $288,672 | $279,727 | -$8,945 | -3.10% | |
| Papamarkou Wellner Asset Management Inc. | 0.17% | 77,000 | $273,350 | $264,880 | -$8,470 | -3.10% | |
| Captrust Financial Advisors | 0.00% | 76,283 | $270,804 | $262,414 | -$8,390 | -3.10% | |
| Oder Investment Management, Llc | 0.20% | 74,587 | $264,784 | $256,579 | -$8,205 | -3.10% | |
| Mezzasalma Advisors, Llc | 0.07% | 74,400 | $264,120 | $255,936 | -$8,184 | -3.10% | |
| Wells Fargo & Company/Mn | 0.00% | 74,213 | $263,456 | $255,293 | -$8,163 | -3.10% | |
| Valley Brook Capital Group, Inc. | 0.17% | 69,885 | $248,092 | $240,404 | -$7,688 | -3.10% | |
| Clear Creek Financial Management, Llc | 0.01% | 52,294 | $185,644 | $179,891 | -$5,753 | -3.10% | |
| Allworth Financial Lp | 0.00% | 51,176 | $181,675 | $176,045 | -$5,630 | -3.10% | |
| Stifel Financial Corp | 0.00% | 48,405 | $171,838 | $166,513 | -$5,325 | -3.10% | |
| Level Four Advisory Services, Llc | 0.01% | 48,110 | $170,792 | $165,498 | -$5,294 | -3.10% | |
| Karpus Management, Inc. | 0.00% | 41,262 | $146,480 | $141,941 | -$4,539 | -3.10% | |
| Independent Financial Group, Llc | 0.00% | 31,600 | $143,464 | $108,704 | -$34,760 | -24.23% | |
| Commonwealth Financial Services, Llc | 0.02% | 40,190 | $142,675 | $138,254 | -$4,421 | -3.10% | |
| Cetera Investment Advisers | 0.00% | 40,111 | $142,394 | $137,982 | -$4,412 | -3.10% | |
| Dynamic Advisor Solutions Llc | 0.00% | 33,177 | $117,780 | $114,129 | -$3,651 | -3.10% | |
| Capital Investment Advisors, Llc | 0.00% | 32,054 | $113,792 | $110,266 | -$3,526 | -3.10% | |
| Medallion Wealth Advisors, Llc | 0.01% | 30,130 | $108,788 | $103,647 | -$5,141 | -4.73% | |
| International Assets Investment Management, Llc | 0.01% | 27,832 | $100,474 | $95,742 | -$4,732 | -4.71% | |
| Sit Investment Associates Inc | 2.03% | 28,179,805 | $100,038 | $96,938,529 | +$96,838,491 | +96801.71% | |
| Smith, Moore & Co. | 0.01% | 27,977 | $99,318 | $96,241 | -$3,077 | -3.10% | |
| Whalen Wealth Management Inc. | 0.05% | 27,622 | $98,058 | $95,020 | -$3,038 | -3.10% | |
| Citadel Advisors Llc | 0.00% | 27,218 | $96,624 | $93,630 | -$2,994 | -3.10% | |
| Ethos Financial Group, Llc | 0.01% | 26,526 | $93,902 | $91,249 | -$2,653 | -2.82% | |
| Register Financial Advisors Llc | 0.03% | 26,395 | $93,701 | $90,799 | -$2,902 | -3.10% |
Frequently asked questions about PPT
Who owns the most PPT stock?
The largest holders of PPT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PUTNAM PREMIER INCOME TRUST (PPT).
Is PPT widely held by superinvestors?
Many widely followed stocks like PPT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PPT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.