PPT Putnam Premier Income Trust
Putnam Premier Income Trust (PPT) Institutional Ownership
What the institutions did with PPT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 28.6M | 71.7% |
| Allspring Global Investments Holdings, LLC | 1.4M | 3.4% |
| MORGAN STANLEY | 1.1M | 2.8% |
| 1607 Capital Partners, LLC | 1.1M | 2.8% |
| Invesco Ltd. | 934.6K | 2.3% |
| Janney Montgomery Scott LLC | 800.4K | 2.0% |
| RIVERBRIDGE PARTNERS LLC | 393.7K | 1.0% |
| Advisors Asset Management, Inc. | 327.9K | 0.8% |
| RAYMOND JAMES FINANCIAL INC | 319.3K | 0.8% |
| Quad-Cities Investment Group, LLC | 273.3K | 0.7% |
| Cambridge Investment Research Advisors, Inc. | 234.9K | 0.6% |
| OSAIC HOLDINGS, INC. | 218.2K | 0.5% |
| BANK OF AMERICA CORP /DE/ | 210.6K | 0.5% |
| JONES FINANCIAL COMPANIES LLLP | 199.5K | 0.5% |
| Baird Financial Group, Inc. | 197.9K | 0.5% |
| Shaker Financial Services, LLC | 192.8K | 0.5% |
| Focus Partners Wealth | 188.0K | 0.5% |
| Intellus Advisors LLC | 167.2K | 0.4% |
| PIN OAK INVESTMENT ADVISORS INC | 162.5K | 0.4% |
| ROYAL BANK OF CANADA | 157.5K | 0.4% |
| MML INVESTORS SERVICES, LLC | 135.6K | 0.3% |
| LPL Financial LLC | 128.0K | 0.3% |
| Mirador Capital Partners LP | 123.6K | 0.3% |
| GILPIN WEALTH MANAGEMENT, LLC | 123.2K | 0.3% |
| UBS Group AG | 121.2K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| 1607 Capital Partners, LLC | Reduced | 1.7M | 1.1M | -619.3K |
| SIT INVESTMENT ASSOCIATES INC | Increased | 28.2M | 28.6M | +439.1K |
| RIVERBRIDGE PARTNERS LLC | Reduced | 633.2K | 393.7K | -239.4K |
| Shaker Financial Services, LLC | New | 0 | 192.8K | +192.8K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 459.0K | 319.3K | -139.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 118.4K | 234.9K | +116.5K |
| Invesco Ltd. | Increased | 896.9K | 934.6K | +37.7K |
| MML INVESTORS SERVICES, LLC | Increased | 103.5K | 135.6K | +32.2K |
| Mirador Capital Partners LP | Increased | 92.6K | 123.6K | +31.0K |
| UBS Group AG | Reduced | 150.2K | 121.2K | -29.0K |
| Papamarkou Wellner Asset Management inc. | Reduced | 77.0K | 50.0K | -27.0K |
| READYSTATE ASSET MANAGEMENT LP | New | 0 | 26.8K | +26.8K |
| Quad-Cities Investment Group, LLC | Increased | 247.0K | 273.3K | +26.3K |
| GILPIN WEALTH MANAGEMENT, LLC | Increased | 97.4K | 123.2K | +25.8K |
| Janney Montgomery Scott LLC | Increased | 774.9K | 800.4K | +25.5K |
| OSAIC HOLDINGS, INC. | Increased | 193.9K | 218.2K | +24.3K |
| Intellus Advisors LLC | Increased | 145.4K | 167.2K | +21.8K |
| HRT FINANCIAL LP | New | 0 | 21.5K | +21.5K |
| XTX Topco Ltd | New | 0 | 21.4K | +21.4K |
| KMT WEALTH MANAGEMENT, LLC | New | 0 | 19.6K | +19.6K |
| JONES FINANCIAL COMPANIES LLLP | Increased | 180.8K | 199.5K | +18.8K |
| Integrity Advisory Solutions, LLC | Sold Out | 17.8K | 0 | -17.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 27.8K | 44.4K | +16.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 22.1K | 37.7K | +15.6K |
| SANDERS MORRIS HARRIS LLC | Sold Out | 15.5K | 0 | -15.5K |
| CITADEL ADVISORS LLC | Increased | 27.2K | 42.3K | +15.1K |
| Whalen Wealth Management Inc. | Increased | 27.6K | 40.6K | +13.0K |
| BANK OF AMERICA CORP /DE/ | Increased | 198.6K | 210.6K | +12.0K |
| ROYAL BANK OF CANADA | Reduced | 169.1K | 157.5K | -11.6K |
| Cetera Investment Advisers | Increased | 40.1K | 50.0K | +9.9K |
| SUMMIT SECURITIES GROUP LLC | Sold Out | 8.1K | 0 | -8.1K |
| Capital Investment Advisors, LLC | Reduced | 32.1K | 25.2K | -6.9K |
| Steward Partners Investment Advisory, LLC | Reduced | 8.5K | 2.0K | -6.5K |
| NewEdge Advisors, LLC | Reduced | 61.5K | 55.6K | -5.9K |
| Advisors Asset Management, Inc. | Reduced | 333.4K | 327.9K | -5.5K |
| MAI Capital Management | Sold Out | 5.0K | 0 | -5.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 82.5K | 77.6K | -4.9K |
| Baird Financial Group, Inc. | Increased | 193.3K | 197.9K | +4.7K |
| IFP Advisors, Inc | Increased | 20.0K | 23.5K | +3.5K |
| Dynamic Advisor Solutions LLC | Increased | 33.2K | 35.9K | +2.7K |
| Stratos Wealth Partners, LTD. | Increased | 90.5K | 93.1K | +2.6K |
| MORGAN STANLEY | Increased | 1.1M | 1.1M | +2.6K |
| Kimelman & Baird, LLC | Sold Out | 2.5K | 0 | -2.5K |
| LPL Financial LLC | Reduced | 130.3K | 128.0K | -2.2K |
| OneDigital Investment Advisors LLC | Reduced | 25.4K | 23.1K | -2.2K |
| MATHER GROUP, LLC. | Reduced | 2.3K | 37 | -2.2K |
| Farther Finance Advisors, LLC | New | 0 | 1.6K | +1.6K |
| JPMORGAN CHASE & CO | Sold Out | 1.6K | 0 | -1.6K |
| Medallion Wealth Advisors, LLC | Reduced | 5.0K | 3.5K | -1.5K |
| Mezzasalma Advisors, LLC | Increased | 74.4K | 75.8K | +1.4K |
| CAPTRUST FINANCIAL ADVISORS | Reduced | 76.3K | 74.9K | -1.3K |
| Closed-End Fund Advisors, Inc. | Increased | 15.2K | 16.4K | +1.2K |
| Integrated Wealth Concepts LLC | Increased | 114.2K | 115.3K | +1.1K |
| STIFEL FINANCIAL CORP | Increased | 48.4K | 49.2K | +800 |
| Continuum Advisory, LLC | New | 0 | 696 | +696 |
| Register Financial Advisors LLC | Increased | 26.4K | 27.0K | +597 |
| Valley Brook Capital Group, Inc. | Reduced | 69.9K | 69.4K | -516 |
| UHLMANN PRICE SECURITIES, LLC | Increased | 22.9K | 23.4K | +504 |
| Tower Research Capital LLC (TRC) | Sold Out | 405 | 0 | -405 |
| WELLS FARGO & COMPANY/MN | Increased | 74.2K | 74.6K | +352 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.