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

$6.1840004029000216e+237T

% of Float Held

—

QoQ Change in Holders

+12 / -4

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
RIVERBRIDGE PARTNERS LLCIncreased+373K+$1.3B
Quad-Cities Investment Group, LLCNew Position+260K+$920.0M
Shaker Financial Services, LLCNew Position+141K+$499.0M
Mezzasalma Advisors, LLCNew Position+73K+$259.0M
Valley Brook Capital Group, Inc.New Position+68K+$239.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+38K+$132.0M
Stratos Wealth Partners, LTD.Increased+37K+$122.9M
Capital Investment Advisors, LLCNew Position+32K+$113.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+28K+$98.0M
Ethos Financial Group, LLCNew Position+27K+$93.0M
Register Financial Advisors LLCNew Position+26K+$91.0M
Papamarkou Wellner Asset Management inc.Increased+27K+$87.5M
Logan Stone Capital, LLCNew Position+23K+$81.0M
LAZARI CAPITAL MANAGEMENT, INC.New Position+22K+$79.0M
Fortitude Advisory Group L.L.C.New Position+18K+$63.0M

PPT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-12K-$1.8B
1607 Capital Partners, LLCDecreased-306K-$1.4B
OSAIC HOLDINGS, INC.Decreased-17K-$833.5M
ROYAL BANK OF CANADADecreased-5K-$702.0M
Kovitz Investment Group Partners, LLCClosed Position-170K-$629.0M
Integrated Wealth Concepts LLCDecreased-4K-$431.2M
Invesco Ltd.Decreased-41K-$321.8M
Dynamic Advisor Solutions LLCDecreased-3K-$113.9M
Steward Partners Investment Advisory, LLCDecreased-22K-$112.8M
Mariner, LLCDecreased-625-$68.1M
FIRST NATIONAL TRUST COClosed Position-13K-$48.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-12K-$46.0M
Mach-1 Financial Group, LLCClosed Position-12K-$44.3M
SHUFRO ROSE & CO LLCDecreased-9K-$39.8M
SOUTH PLAINS FINANCIAL, INC.Closed Position-9K-$32.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
11607 Capital Partners, LLC1,747,144$6.2B0.42%Share
2Invesco Ltd.1,138,200$4.0B0.62%Share
3RIVERBRIDGE PARTNERS LLC609,426$2.2B40.44%Share
4Quad-Cities Investment Group, LLC260,059$920.0M0.38%Share
5Intellus Advisors LLC144,211$510.0M0.07%Share
6Shaker Financial Services, LLC141,161$499.0M0.16%Share
7SHUFRO ROSE & CO LLC117,000$414.0M0.03%Share
8UBS Group AG115,363$408.0M0.07%Share
9Stratos Wealth Partners, LTD.88,772$314.0M3.55%Share
10Papamarkou Wellner Asset Management inc.77,000$272.0M0.16%Share
11Mezzasalma Advisors, LLC73,062$259.0M0.06%Share
12Oder Investment Management, LLC70,792$250.0M0.18%Share
13Valley Brook Capital Group, Inc.67,609$239.0M0.16%Share
14Capital Investment Advisors, LLC32,054$113.0M1.72%Share
15Gridiron Partners, LLC28,985$102.0M0.06%Share
16SIT INVESTMENT ASSOCIATES INC28,292,873$100.0M2.00%Share
17SMITH, MOORE & CO.27,977$99.0M0.01%Share
18INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC27,832$98.0M0.01%Share
19Ethos Financial Group, LLC26,526$93.0M0.01%Share
20Register Financial Advisors LLC25,830$91.0M0.04%Share
21Logan Stone Capital, LLC22,997$81.0M0.02%Share
22UHLMANN PRICE SECURITIES, LLC22,401$79.0M0.05%Share
23LAZARI CAPITAL MANAGEMENT, INC.22,436$79.0M0.03%Share
24LANDSCAPE CAPITAL MANAGEMENT, L.L.C.19,601$69.0M0.00%Share
25Fortitude Advisory Group L.L.C.17,886$63.0M0.03%Share
26Integrity Advisory Solutions, LLC16,659$58.0M0.01%Share
27UBS Group AG12,722$45.0M0.01%Share
28LANDSCAPE CAPITAL MANAGEMENT, L.L.C.10,911$38.0M0.00%Share
29LANDSCAPE CAPITAL MANAGEMENT, L.L.C.7,229$25.0M0.00%Share
30BARRETT & COMPANY, INC.5,000$17.0M0.01%Share
31CALDWELL SUTTER CAPITAL, INC.4,375$15.0M0.01%Share
32US BANCORP \DE\3,500$12.0M0.01%Share
33FLAGSHIP HARBOR ADVISORS, LLC2,920$10.0M0.00%Share
34CREATIVE FINANCIAL DESIGNS INC /ADV2,777$9.0M0.00%Share
35Kimelman & Baird, LLC2,529$8.0M0.00%Share
36Allspring Global Investments Holdings, LLC1,364,889$4.8M0.01%Share
37WPG Advisers, LLC1,035$3.0M0.00%Share
38MORGAN STANLEY640,467$2.0M0.00%Share
39Janney Montgomery Scott LLC706,954$2.0M0.00%Share
40Gould Capital, LLC708$2.0M0.00%Share
41MORGAN STANLEY682,052$2.0M0.00%Share
42UBS Group AG722$2.0M0.00%Share
43Costello Asset Management, INC315$1.0M0.00%Share
44First Command Advisory Services, Inc.500$1.0M0.01%Share
45HIGHLINE WEALTH PARTNERS LLC550$1.0M0.00%Share
46READYSTATE ASSET MANAGEMENT LP131,640$466K0.02%Share
47Apollon Wealth Management, LLC81,195$287K0.00%Share
48Mirador Capital Partners LP71,091$251K0.03%Share
49Clear Creek Financial Management, LLC52,294$185K0.02%Share
50Allworth Financial LP51,176$181K0.00%Share

PPT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025103$17.8B+34
Q3 202569$23.5B-12
Q2 202581$25.7B-8
Q1 202589$35.5B+13
Q4 202476$505.9B+19
Q3 202457$891.5B-1
Q2 202458$438.6B+9
Q1 202449$640.8B—

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As of Q4 2025, 50 institutional investors hold PPT (Putnam Premier Income Trust). The largest holder is 1607 Capital Partners, LLC with $6.2B in shares. This quarter, 12 institutions opened new positions and 4 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 1607 Capital Partners, LLC with $6.2B in shares.

Is institutional ownership of PPT increasing or decreasing?

This quarter, 12 institutions opened new positions in PPT and 4 closed their positions.