HolderBook

PUTNAM PREMIER INCOME TR (PPT)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

95
Reporting holders
$35.1M
Reported value
0.0%
Held as options
+3
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Allspring Global Investments Holdings, LLC$4.8M1,367,5570.01%16qHELD
MORGAN STANLEY$4.0M1,135,0710.00%35qHELD
1607 Capital Partners, LLC$3.9M1,127,8080.34%18q-35.4%-$2.2M
Invesco Ltd.$3.3M934,6040.00%31q+4.2%+$131.5K
RIVERBRIDGE PARTNERS LLC$1.4M393,7320.04%9q-37.8%-$835.6K
Advisors Asset Management, Inc.$1.1M327,9030.02%3q-1.6%-$19.0K
RAYMOND JAMES FINANCIAL INC$1.1M319,2510.00%7q-30.4%-$487.7K
Quad-Cities Investment Group, LLC$953.9K273,3120.34%31q+10.7%+$92.0K
OSAIC HOLDINGS, INC.$761.5K218,2220.00%26q+12.6%+$84.9K
BANK OF AMERICA CORP /DE/$735.1K210,6260.00%31q+6.1%+$42.0K
Baird Financial Group, Inc.$690.7K197,9000.00%6q+2.4%+$16.2K
JONES FINANCIAL COMPANIES LLLP$684.4K199,5410.00%9q+10.4%+$64.4K
Shaker Financial Services, LLC$672.8K192,7830.21%newNEW
Focus Partners Wealth$656.1K187,9940.00%3qHELD
Intellus Advisors LLC$583.5K167,2030.07%7q+15.0%+$76.2K
ROYAL BANK OF CANADA$549.0K157,4930.00%31q-6.9%-$40.6K
MML INVESTORS SERVICES, LLC$473.3K135,6250.00%31q+31.1%+$112.3K
LPL Financial LLC$446.8K128,0300.00%31q-1.7%-$7.8K
Mirador Capital Partners LP$431.4K123,6230.05%3q+33.4%+$108.1K
GILPIN WEALTH MANAGEMENT, LLC$430.1K123,2310.30%3q+26.5%+$90.2K
UBS Group AG$423.1K121,2420.00%31q-19.3%-$101.0K
Integrated Wealth Concepts LLC$421.4K120,7490.00%17q+5.8%+$23.0K
SHUFRO ROSE & CO LLC$408.3K117,0000.02%31qHELD
Stratos Wealth Partners, LTD.$324.8K93,0780.00%9q+2.9%+$9.1K
Apollon Wealth Management, LLC$287.7K82,4490.00%22q+1.4%+$4.0K
Creative Planning$286.6K82,1150.00%31qHELD
COMMONWEALTH EQUITY SERVICES, LLC$271.0K77,6380.00%31q-5.9%-$16.9K
Mezzasalma Advisors, LLC$264.6K75,8160.05%7q+1.9%+$4.9K
CAPTRUST FINANCIAL ADVISORS$261.5K74,9400.00%5q-1.8%-$4.7K
WELLS FARGO & COMPANY/MN$260.2K74,5650.00%31q-49.8%-$257.8K
Oder Investment Management, LLC$259.7K74,4040.17%23qHELD
Valley Brook Capital Group, Inc.$242.1K69,3690.14%23q-0.7%-$1.8K
NewEdge Advisors, LLC$194.0K55,6000.00%19q-9.6%-$20.6K
Clear Creek Financial Management, LLC$182.5K52,2940.01%21qHELD
Allworth Financial LP$178.6K51,1760.00%5qHELD
Papamarkou Wellner Asset Management inc.$174.5K50,0000.11%7q-35.1%-$94.2K
Cetera Investment Advisers$174.4K49,9850.00%23q+24.6%+$34.5K
STIFEL FINANCIAL CORP$171.7K49,2050.00%18q+1.7%+$2.8K
LEVEL FOUR ADVISORY SERVICES, LLC$167.9K48,1110.00%8qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$154.2K44,4320.01%26q+59.6%+$57.6K
CITADEL ADVISORS LLC$147.8K42,3480.00%3q+55.6%+$52.8K
Karpus Management, Inc.$144.0K41,2620.00%3qHELD
Whalen Wealth Management Inc.$141.6K40,5800.06%2q+46.9%+$45.2K
Commonwealth Financial Services, LLC$140.3K40,1900.02%12qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$131.7K37,7240.00%4q+70.9%+$54.6K
Dynamic Advisor Solutions LLC$125.2K35,8870.00%8q+8.2%+$9.5K
SIT INVESTMENT ASSOCIATES INC$99.9K28,618,9421.89%31q+1.6%+$1.5K
SMITH, MOORE & CO.$97.6K27,9770.01%4qHELD
Register Financial Advisors LLC$94.2K26,9920.03%11q+2.3%+$2.1K
READYSTATE ASSET MANAGEMENT LP$93.5K26,7780.00%newNEW
Ethos Financial Group, LLC$92.6K26,5260.01%6qHELD
Equitable Holdings, Inc.$88.6K25,3980.00%3qHELD
Capital Investment Advisors, LLC$87.8K25,1720.00%31q-21.5%-$24.0K
Gilman Hill Asset Management, LLC$87.2K25,0000.01%9qHELD
IFP Advisors, Inc$82.0K23,5060.00%18q+17.6%+$12.3K
UHLMANN PRICE SECURITIES, LLC$81.6K23,3810.00%8q+2.2%+$1.8K
OneDigital Investment Advisors LLC$80.7K23,1270.00%28q-8.8%-$7.8K
LAZARI CAPITAL MANAGEMENT, INC.$78.3K22,4360.02%13qHELD
XTX Topco Ltd$74.5K21,3510.00%newNEW
KMT WEALTH MANAGEMENT, LLC$68.4K19,5940.06%newNEW
Fortitude Advisory Group L.L.C.$62.4K17,8860.02%19qHELD
Closed-End Fund Advisors, Inc.$57.1K16,3600.06%3q+7.9%+$4.2K
Mariner, LLC$50.5K14,4660.00%16qHELD
UMB Bank, n.a.$42.5K12,1700.00%3qHELD
Kestra Advisory Services, LLC$36.3K10,4120.00%3q-2.8%-$1.1K
Gunpowder Capital Management, LLC dba Oliver Wealth Management$32.8K9,4000.02%3qHELD
Global Retirement Partners, LLC$32.2K9,2360.00%16q-10.8%-$3.9K
Wilmington Savings Fund Society, FSB$26.4K7,5620.00%4qHELD
BARRETT & COMPANY, INC.$17.4K5,0000.00%16qHELD
US BANCORP \DE\$12.2K3,5000.00%31qHELD
Medallion Wealth Advisors, LLC$12.2K3,5000.00%7q-30.0%-$5.2K
SALEM INVESTMENT COUNSELORS INC$10.7K3,0770.00%2qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$9.7K2,7770.00%13qHELD
Steward Partners Investment Advisory, LLC$7.0K1,9920.00%29q-76.5%-$22.7K
PNC Financial Services Group, Inc.$6.3K1,8000.00%31qHELD
Farther Finance Advisors, LLC$5.7K1,6470.00%newNEW
Pinnacle Wealth Planning Services, Inc.$4.2K1,2110.00%3qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.9K1,1290.00%31qHELD
BEACON INVESTMENT ADVISORY SERVICES, INC.$3.6K1,0280.00%2qHELD
Janney Montgomery Scott LLC$2.8K800,3920.01%31q+3.3%
WPG Advisers, LLC$2.6K7580.00%7q-1.6%
Gould Capital, LLC$2.5K7080.00%19qHELD
HARBOUR INVESTMENTS, INC.$2.4K7000.00%12qHELD
Continuum Advisory, LLC$2.4K6960.00%newNEW
ROTHSCHILD INVESTMENT LLC$1.9K5530.00%11qHELD
HIGHLINE WEALTH PARTNERS LLC$1.9K5500.00%4qHELD
First Command Advisory Services, Inc.$1.7K5000.00%3qHELD
Costello Asset Management, INC$1.1K3290.00%6q+2.2%
PIN OAK INVESTMENT ADVISORS INC$1.1K325,0400.41%10q+100.0%
Cape Investment Advisory, Inc.$1.0K3000.00%newNEW
Cambridge Investment Research Advisors, Inc.$820234,9220.00%13q+98.4%
INVESTMENT COUNSEL CO OF NEVADA$7332100.00%newNEW
MOTCO$7262080.00%8qHELD
Arax Advisory Partners$6982000.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$6911980.00%newNEW
ST GERMAIN D J CO INC$5241500.00%5qHELD
FIFTH THIRD BANCORP$300860.00%2q-5.5%
MATHER GROUP, LLC.$129370.00%2q-98.4%-$7.7K
HRT FINANCIAL LP$7421,4580.00%newNEW
Strategic Wealth Partners, Ltd.$100.00%5qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-2913D/ASit Investment Associates, Inc.with 1 co-filers30.1%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202695$35.1M10,071,2421026220.0%
Q1 202692$37.8M10,702,626828180.0%
Q4 2025102$41.3M11,673,0831724250.0%
Q3 202589$40.9M11,094,0211124200.0%
Q2 202580$46.3M12,616,2431125210.0%
Q1 202582$49.6M13,730,918726180.0%
Q4 202485$49.4M13,883,9761120210.0%
Q3 202476$45.4M12,179,124718220.0%
Q2 202477$46.6M13,015,2391119220.0%
Q1 202473$49.7M14,110,483721180.0%
Q4 202383$50.3M14,106,0531022210.0%
Q3 202375$41.7M12,452,167722220.0%
Q2 202374$45.4M12,899,308317250.0%
Q1 202375$46.6M13,077,747526170.0%
Q4 202280$48.0M13,209,8191718210.0%
Q3 202290$110.2M30,770,1091027180.0%
Q2 202293$113.4M29,840,5111125230.0%
Q1 202295$114.8M28,789,7421523240.0%
Q4 202199$118.9M27,848,048916290.0%
Q3 202198$121.1M26,486,595232210.0%
Q2 2021103$124.9M26,805,3731234230.0%
Q1 2021102$130.8M26,865,8561127250.0%
Q4 2020109$114.9M24,713,7692116300.0%
Q3 202094$96.1M21,584,4271223210.1%
Q2 202090$90.6M19,105,926912280.0%
Q1 202096$76.4M16,832,1871420290.0%
Q4 201993$85.2M15,695,738723190.0%
Q3 201992$80.1M15,220,1101025230.0%
Q2 2019100$78.3M15,264,6101420270.0%
Q1 201995$91.0M17,666,582630240.0%
Q4 2018105$94.9M20,227,5253020.0%