PUTNAM PREMIER INCOME TR PPT
SH BEN INT · Closed-End Fund · CUSIP 746853100
100
institutional holders
+3 vs Q1 2026
39.9m
shares reported held*
$139.3mreported value*
10 new
34 added
22 reduced
8 sold out
net bought ≈ $127.1k (+38.4k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $3.49.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 93 |
| Q4 2022 | 99 |
| Q1 2023 | 90 |
| Q2 2023 | 86 |
| Q3 2023 | 90 |
| Q4 2023 | 95 |
| Q1 2024 | 85 |
| Q2 2024 | 88 |
| Q3 2024 | 89 |
| Q4 2024 | 97 |
| Q1 2025 | 91 |
| Q2 2025 | 88 |
| Q3 2025 | 94 |
| Q4 2025 | 108 |
| Q1 2026 | 97 |
| Q2 2026 | 100 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 35 | 38 |
| Q4 2024 | 35 | 32 |
| Q1 2025 | 37 | 35 |
| Q2 2025 | 38 | 34 |
| Q3 2025 | 40 | 28 |
| Q4 2025 | 45 | 35 |
| Q1 2026 | 42 | 36 |
| Q2 2026 | 44 | 30 |
Biggest buyers
| SIT INVESTMENT ASSOCIATES INC | Added | +439.1k |
| Shaker Financial Services, LLC | New | +192.8k |
| Cambridge Investment Research Advisors, Inc. | Added | +116.5k |
| Invesco Ltd. | Added | +37.7k |
| MML INVESTORS SERVICES, LLC | Added | +32.2k |
| Mirador Capital Partners LP | Added | +31.0k |
| READYSTATE ASSET MANAGEMENT LP | New | +26.8k |
| Quad-Cities Investment Group, LLC | Added | +26.3k |
| GILPIN WEALTH MANAGEMENT, LLC | Added | +25.8k |
| Janney Montgomery Scott LLC | Added | +25.5k |
Biggest sellers
| 1607 Capital Partners, LLC | Reduced | -619.3k |
| RIVERBRIDGE PARTNERS LLC | Reduced | -239.4k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -139.7k |
| UBS Group AG | Reduced | -28.9k |
| Papamarkou Wellner Asset Management inc. | Reduced | -27.0k |
| Integrity Advisory Solutions, LLC | Sold out | -17.8k |
| SANDERS MORRIS HARRIS LLC | Sold out | -15.5k |
| ROYAL BANK OF CANADA | Reduced | -11.6k |
| SUMMIT SECURITIES GROUP LLC | Sold out | -8.1k |
| Capital Investment Advisors, LLC | Reduced | -6.9k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SIT INVESTMENT ASSOCIATES INC 13G · institution +0.8 pts · filed 2026-10-01 | 30.9% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 1 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.89% of their portfolio | 28.6m $99.9m | Added +439.1k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 1.4m $4.8m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $4.0m | Added +2.6k |
| 1607 Capital Partners, LLC 0.34% of their portfolio | 1.1m $3.9m | Reduced -619.3k |
| Invesco Ltd. 0.00% of their portfolio | 934.6k $3.3m | Added +37.7k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 800.4k $2.8m | Added +25.5k |
| RIVERBRIDGE PARTNERS LLC 0.04% of their portfolio | 393.7k $1.4m | Reduced -239.4k |
| Advisors Asset Management, Inc. 0.02% of their portfolio | 327.9k $1.1m | Reduced -5.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 319.3k $1.1m | Reduced -139.7k |
| Quad-Cities Investment Group, LLC 0.34% of their portfolio | 273.3k $953.9k | Added +26.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 234.9k $820.0k | Added +116.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 218.2k $761.5k | Added +24.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 210.6k $735.1k | Added +12.0k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 199.5k $684.4k | Added +18.8k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 197.9k $690.7k | Added +4.7k |
| Shaker Financial Services, LLC 0.21% of their portfolio | 192.8k $672.8k | New |
| Focus Partners Wealth 0.00% of their portfolio | 188.0k $656.1k | Added +53 |
| Intellus Advisors LLC 0.07% of their portfolio | 167.2k $583.5k | Added +21.8k |
| PIN OAK INVESTMENT ADVISORS INC 0.40% of their portfolio | 162.5k $567.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 157.5k $549.0k | Reduced -11.6k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 135.6k $473.3k | Added +32.2k |
| LPL Financial LLC 0.00% of their portfolio | 128.0k $446.8k | Reduced -2.2k |
| Mirador Capital Partners LP 0.05% of their portfolio | 123.6k $431.4k | Added +31.0k |
| GILPIN WEALTH MANAGEMENT, LLC 0.30% of their portfolio | 123.2k $430.1k | Added +25.8k |
| UBS Group AG 0.00% of their portfolio | 121.2k $423.1k | Reduced -28.9k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 120.7k $421.4k | Added +6.6k |
| SHUFRO ROSE & CO LLC 0.02% of their portfolio | 117.0k $408.3k | Unchanged |
| Stratos Wealth Partners, LTD. 0.00% of their portfolio | 93.1k $324.8k | Added +2.6k |
| Apollon Wealth Management, LLC 0.00% of their portfolio | 82.4k $287.7k | Added +1.1k |
| Creative Planning 0.00% of their portfolio | 82.1k $286.6k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 77.6k $271.0k | Reduced -4.9k |
| Mezzasalma Advisors, LLC 0.05% of their portfolio | 75.8k $264.6k | Added +1.4k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 74.9k $261.5k | Reduced -1.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 74.6k $260.2k | Added +352 |
| Oder Investment Management, LLC 0.17% of their portfolio | 74.4k $259.7k | Reduced -183 |
| Valley Brook Capital Group, Inc. 0.14% of their portfolio | 69.4k $242.1k | Reduced -516 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 55.6k $194.0k | Reduced -5.9k |
| Clear Creek Financial Management, LLC 0.01% of their portfolio | 52.3k $182.5k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 51.2k $178.6k | Unchanged |
| Papamarkou Wellner Asset Management inc. 0.11% of their portfolio | 50.0k $174.5k | Reduced -27.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 50.0k $174.4k | Added +9.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 49.2k $171.7k | Added +800 |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio | 48.1k $167.9k | Added +1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 44.4k $154.2k | Added +16.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 42.3k $147.8k | Added +15.1k |
| Karpus Management, Inc. 0.00% of their portfolio | 41.3k $144.0k | Unchanged |
| Whalen Wealth Management Inc. 0.06% of their portfolio | 40.6k $141.6k | Added +13.0k |
| Commonwealth Financial Services, LLC 0.02% of their portfolio | 40.2k $140.3k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 37.7k $131.7k | Added +15.6k |
| Dynamic Advisor Solutions LLC 0.00% of their portfolio | 35.9k $125.2k | Added +2.7k |
| SMITH, MOORE & CO. 0.01% of their portfolio | 28.0k $97.6k | Unchanged |
| Register Financial Advisors LLC 0.03% of their portfolio | 27.0k $94.2k | Added +597 |
| READYSTATE ASSET MANAGEMENT LP 0.00% of their portfolio | 26.8k $93.5k | New |
| Ethos Financial Group, LLC 0.01% of their portfolio | 26.5k $92.6k | Unchanged |
| Equitable Holdings, Inc. 0.00% of their portfolio | 25.4k $88.6k | Unchanged |
| Capital Investment Advisors, LLC 0.00% of their portfolio | 25.2k $87.8k | Reduced -6.9k |
| Gilman Hill Asset Management, LLC 0.01% of their portfolio | 25.0k $87.2k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 23.5k $82.0k | Added +3.5k |
| UHLMANN PRICE SECURITIES, LLC 0.00% of their portfolio | 23.4k $81.6k | Added +504 |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 23.1k $80.7k | Reduced -2.2k |
| LAZARI CAPITAL MANAGEMENT, INC. 0.02% of their portfolio | 22.4k $78.3k | Unchanged |
| HRT FINANCIAL LP 0.00% of their portfolio | 21.5k $74.0k | New |
| XTX Topco Ltd 0.00% of their portfolio | 21.4k $74.5k | New |
| Kingsbury Capital Investment Advisors LLC 0.06% of their portfolio | 19.6k $68.4k | Added +432 |
| KMT WEALTH MANAGEMENT, LLC 0.06% of their portfolio | 19.6k $68.4k | New |
| Fortitude Advisory Group L.L.C. 0.02% of their portfolio | 17.9k $62.4k | Unchanged |
| Closed-End Fund Advisors, Inc. 0.06% of their portfolio | 16.4k $57.1k | Added +1.2k |
| Mariner, LLC 0.00% of their portfolio | 14.5k $50.5k | Reduced -16 |
| UMB Bank, n.a. 0.00% of their portfolio | 12.2k $42.5k | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 10.4k $36.3k | Reduced -305 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% of their portfolio | 9.4k $32.8k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 9.2k $32.2k | First filing |
| Wilmington Savings Fund Society, FSB 0.00% of their portfolio | 7.6k $26.4k | Unchanged |
| BARRETT & COMPANY, INC. 0.00% of their portfolio | 5.0k $17.4k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 3.5k $12.2k | Unchanged |
| Medallion Wealth Advisors, LLC 0.00% of their portfolio | 3.5k $12.2k | Reduced -1.5k |
| SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio | 3.1k $10.7k | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 2.8k $9.7k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 2.0k $7.0k | Reduced -6.5k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.8k $6.3k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1.6k $5.7k | New |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 1.2k $4.2k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.1k $3.9k | Unchanged |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% of their portfolio | 1.0k $3.6k | Unchanged |
| WPG Advisers, LLC 0.00% of their portfolio | 758 $2.6k | Reduced -12 |
| Gould Capital, LLC 0.00% of their portfolio | 708 $2.5k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 700 $2.4k | Unchanged |
| Continuum Advisory, LLC 0.00% of their portfolio | 696 $2.4k | New |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 553 $1.9k | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 550 $1.9k | Unchanged |
| First Command Advisory Services, Inc. 0.00% of their portfolio | 500 $1.7k | Unchanged |
| Costello Asset Management, INC 0.00% of their portfolio | 329 $1.1k | Added +7 |
| Cape Investment Advisory, Inc. 0.00% of their portfolio | 300 $1.0k | New |
| INVESTMENT COUNSEL CO OF NEVADA 0.00% of their portfolio | 210 $733 | New |
| MOTCO 0.00% of their portfolio | 208 $726 | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 200 $698 | New |
| ST GERMAIN D J CO INC 0.00% of their portfolio | 150 $524 | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 86 $300 | Reduced -5 |
| MATHER GROUP, LLC. 0.00% of their portfolio | 37 $129 | Reduced -2.2k |
| Strategic Wealth Partners, Ltd. 0.00% of their portfolio | 0 $1 | Unchanged |