PUTNAM PREMIER INCOME TRUST (PPT) Institutional Ownership Changes & 13F Activity

PUTNAM PREMIER INCOME TRUST (PPT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., 1607 Capital Partners, Llc, Sit Investment Associates Inc, Raymond James Financial Inc, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+1,144+1.0%115,305$402.41KQ2 2026Sep 09, 2026
1607 Capital Partners, LlcSell-619,336-35.4%1,127,808$3.94MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+15,130+55.6%42,348$147.79KQ2 2026Sep 02, 2026
Papamarkou Wellner Asset Management Inc.Sell-27,000-35.1%50,000$174.50KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+934,604—934,604$3.26MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-139,740-30.4%319,251$1.11MQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+26,778—26,778$93.45KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+24,338+12.6%218,222$761.45KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+21,458—21,458$74.00KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+21,351—21,351$74.52KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+18,787+10.4%199,541$684.42KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+15,647+70.9%37,724$131.66KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+12,040+6.1%210,626$735.08KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-11,635-6.9%157,493$549.00KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-5,458-1.6%327,903$1.14MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-1,500-30.0%3,500$12.21KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+352+0.5%74,565$260.23KQ2 2026Aug 14, 2026
Ubs Group AgSell-28,950-19.3%121,242$423.13KQ2 2026Aug 13, 2026
Whalen Wealth Management Inc.Buy+12,958+46.9%40,580$141.63KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-6,500-76.5%1,992$6.95KQ2 2026Aug 13, 2026
Morgan StanleyBuy+2,598+0.2%1,135,071$3.96MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-1,343-1.8%74,940$261.54KQ2 2026Aug 13, 2026
Mariner, LlcSell-16-0.1%14,466$50.49KQ2 2026Aug 13, 2026
Sit Investment Associates IncBuy+439,137+1.6%28,618,942$99.88MQ2 2026Aug 12, 2026
Intellus Advisors LlcBuy+21,824+15.0%167,203$583.54KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+9,874+24.6%49,985$174.45KQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-5,900-9.6%55,600$194.04KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+4,650+2.4%197,900$690.67KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+800+1.7%49,205$171.73KQ2 2026Aug 12, 2026
Focus Partners WealthBuy+53+0.0%187,994$656.10KQ2 2026Aug 12, 2026
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Frequently asked questions about PPT activity

  • Which institutional owners are buying PPT?

    Institutional owners buying PPT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PPT activity?

    "Buy" means an investor increased their reported position in PPT compared to the prior reporting period. This reflects growing exposure to PUTNAM PREMIER INCOME TRUST (PPT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PPT increasing?

    Institutional interest in PPT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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