Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Putnam Premier Income Trust meliputi David J Yvars Group, Kovitz Investment Group Partners, LLC, Merit Financial Group, LLC, Noble Wealth Management PBC, dan Ameritas Advisory Services, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 46,365 | 19.51 | 170 | 21.43 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 73,625 | 2.07 | 270 | 3.85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 51,176 | 188 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 250,042 | 16.61 | 918 | 18.48 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 288,628 | 0.25 | 1,059 | 1.92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 46,020 | 169 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,282 | 38 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,393 | 5 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 233,294 | 2.57 | 856 | 4.26 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2,331 | 8 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 24,455 | 1.44 | 90 | 2.30 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 106,830 | 3.61 | 392 | 5.38 | ||||
| 2025-07-09 | 13F | David J Yvars Group | Put | 546,700 | 20 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 302 | 2.03 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 66,347 | 200.25 | 243 | 207.59 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 150 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 192,161 | 0.71 | 705 | 2.32 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 194,999 | 3.04 | 716 | 4.69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 52,294 | 2.15 | 192 | 3.80 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 84,367 | 1.34 | 310 | 3.00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 24,752 | 2.15 | 91 | 3.45 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 126,642 | 465 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 18,389 | 67 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 53,079 | 66.50 | 195 | 68.70 | ||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 1,086 | 0.37 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 69,413 | 0.96 | 255 | 2.42 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19,980 | 68.61 | 73 | 73.81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 44,478 | 6.65 | 163 | 8.67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,625 | 10 | ||||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,180,419 | 0.87 | 4,379 | 3.67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 123,407 | 577.50 | 453 | 595.38 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 99,445 | 6.35 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1,672,931 | 7.21 | 6,140 | 8.98 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 677,347 | 2.91 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 17,164 | 2.08 | 63 | 3.33 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 25,175 | 2.11 | 92 | 3.37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12,320 | 1.98 | 45 | 4.65 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 35,000 | 22.81 | 128 | 25.49 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 25,719,698 | 11.91 | 94 | 14.63 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 118,977 | 3.77 | 437 | 5.57 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 156,049 | 573 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 101,909 | 54.69 | 374 | 57.81 |
