PUTNAM PREMIER INCOME TRUST - PPT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 28,292,873 | 100,157 | 122.82% | 2.04% | 1 | +992,088 | 3.63% | Q4 2025 | Feb 25, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 1,747,144 | 6,184 | 0.42% | 0.57% | 2 | -306,400 | -14.92% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,407,853 | 4,983 | 0.0% | 0.0% | 3 | -126,114 | -8.22% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,364,889 | 4,831 | 0.01% | 0.01% | 4 | -411,178 | -23.15% | Q4 2025 | Jan 15, 2026 |
| Invesco Ltd. | History | Reduced | 1,138,200 | 4,029 | 0.0% | 0.0% | 5 | -40,868 | -3.47% | Q4 2025 | Feb 19, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 706,954 | 2,503 | 0.01% | 0.01% | 6 | +288 | 0.04% | Q4 2025 | Feb 11, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 609,426 | 2,157 | 0.04% | 0.01% | 7 | +372,890 | 157.65% | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 463,276 | 1,639 | 0.0% | 0.0% | 8 | -12,307 | -2.59% | Q4 2025 | Feb 18, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 260,059 | 920 | 0.38% | 0.45% | 9 | -26,008 | -9.09% | Q4 2025 | Jan 14, 2026 |
| Advisors Asset Management, Inc. | History | New | 231,681 | 820 | 0.01% | — | 10 | +231,681 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 209,296 | 740 | 0.0% | 0.0% | 11 | -16,664 | -7.37% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 203,424 | 720 | 0.0% | 0.0% | 12 | +5,713 | 2.89% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 185,488 | 657 | 0.0% | — | 13 | +185,488 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 177,263 | 627 | 0.0% | — | 14 | +177,263 | New | Q4 2025 | Feb 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 163,870 | 598 | 0.42% | 0.42% | 15 | +3,500 | 2.18% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 168,196 | 595 | 0.0% | 0.0% | 16 | +8,702 | 5.46% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 155,001 | 548 | 0.0% | 0.0% | 17 | +18,853 | 13.85% | Q4 2025 | Feb 13, 2026 |
| Intellus Advisors LLC | History | Added to | 144,211 | 510 | 0.07% | 0.07% | 18 | +11,432 | 8.61% | Q4 2025 | Feb 06, 2026 |
| Shaker Financial Services, LLC | History | Added to | 141,161 | 499 | 0.16% | 0.04% | 19 | +106,795 | 310.76% | Q4 2025 | Jan 26, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 131,676 | 466 | 0.0% | — | 20 | +131,676 | New | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 131,640 | 466 | 0.02% | — | 21 | +131,640 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 128,807 | 455 | 0.0% | 0.0% | 22 | -1,093 | -0.84% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 117,945 | 417 | 0.0% | 0.0% | 23 | +27,822 | 30.87% | Q4 2025 | Feb 11, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 117,000 | 414 | 0.03% | 0.04% | 24 | -8,700 | -6.92% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 113,395 | 401 | 0.0% | 0.0% | 25 | +8,231 | 7.83% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 112,914 | 399 | 0.0% | 0.0% | 26 | -3,952 | -3.38% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 90,801 | 321 | 0.0% | 0.0% | 27 | -425 | -0.47% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 88,772 | 314 | 0.0% | 0.0% | 28 | +36,983 | 71.41% | Q4 2025 | Jan 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 81,195 | 287 | 0.0% | 0.01% | 29 | -8,779 | -9.76% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | No change | 78,568 | 278 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Papamarkou Wellner Asset Management inc. | History | Added to | 77,000 | 272 | 0.16% | 0.11% | 31 | +27,000 | 54.0% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 76,386 | 270 | 0.0% | 0.0% | 32 | -8,948 | -10.49% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 75,406 | 266 | 0.0% | 0.0% | 33 | +878 | 1.18% | Q4 2025 | Feb 17, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 73,062 | 259 | 0.06% | 0.07% | 34 | +1,330 | 1.85% | Q4 2025 | Jan 21, 2026 |
| Mirador Capital Partners LP | History | New | 71,091 | 251 | 0.03% | — | 35 | +71,091 | New | Q4 2025 | Jan 14, 2026 |
| Oder Investment Management, LLC | History | Added to | 70,792 | 250 | 0.18% | 0.19% | 36 | +703 | 1.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 68,400 | 242 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Valley Brook Capital Group, Inc. | History | Reduced | 67,609 | 239 | 0.16% | 0.18% | 38 | -3,876 | -5.42% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 58,169 | 205 | 0.0% | 0.0% | 39 | +10,895 | 23.05% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 52,294 | 185 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 51,176 | 181 | 0.0% | — | 41 | +51,176 | New | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 48,089 | 170 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 47,630 | 168 | 0.0% | 0.0% | 43 | +3,897 | 8.91% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 45,301 | 160 | 0.0% | 0.0% | 44 | +539 | 1.2% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 44,606 | 157 | 0.0% | 0.0% | 45 | +32,900 | 281.05% | Q4 2025 | Feb 12, 2026 |
| Karpus Management, Inc. | History | New | 43,512 | 154 | 0.0% | — | 46 | +43,512 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 41,065 | 145 | 0.0% | 0.0% | 47 | +10,758 | 35.5% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 40,190 | 142 | 0.02% | 0.03% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 37,741 | 133 | 0.01% | — | 49 | +37,741 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 32,054 | 113 | 0.0% | 0.0% | 50 | -9,132 | -22.17% | Q4 2025 | Jan 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 29,752 | 105 | 0.08% | — | 51 | +29,752 | New | Q4 2025 | Feb 11, 2026 |
| Gridiron Partners, LLC | History | No change | 28,985 | 102 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 28,024 | 99 | 0.0% | 0.0% | 54 | -2,866 | -9.28% | Q4 2025 | Jan 09, 2026 |
| SMITH, MOORE & CO. | History | No change | 27,977 | 99 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 27,832 | 98 | 0.01% | 0.02% | 55 | -25,247 | -47.56% | Q4 2025 | Feb 03, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 27,293 | 96 | 0.06% | — | 56 | +27,293 | New | Q4 2025 | Feb 11, 2026 |
| Ethos Financial Group, LLC | History | No change | 26,526 | 93 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Register Financial Advisors LLC | History | Added to | 25,830 | 91 | 0.04% | 0.04% | 58 | +549 | 2.17% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | New | 25,398 | 89 | 0.0% | — | 59 | +25,398 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 24,878 | 88 | 0.0% | — | 60 | +24,878 | New | Q4 2025 | Feb 12, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 25,000 | 88 | 0.01% | 0.02% | 61 | -10,000 | -28.57% | Q4 2025 | Jan 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 25,130 | 88 | 0.0% | 0.0% | 62 | +320 | 1.29% | Q4 2025 | Feb 13, 2026 |
| Logan Stone Capital, LLC | History | New | 22,997 | 81 | 0.02% | — | 63 | +22,997 | New | Q4 2025 | Feb 17, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 22,401 | 79 | 0.05% | 0.06% | 64 | -3,300 | -12.84% | Q4 2025 | Jan 12, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 22,436 | 79 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | New | 21,798 | 77 | 0.0% | — | 66 | +21,798 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 19,980 | 70 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Reduced | 17,817 | 63 | 0.0% | 0.0% | 68 | -625 | -3.39% | Q4 2025 | Feb 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 17,886 | 63 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,644 | 62 | 0.0% | — | 70 | +17,644 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 16,659 | 58 | 0.01% | 0.01% | 71 | +4,656 | 38.79% | Q4 2025 | Feb 09, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 15,490 | 55 | 0.08% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | New | 12,170 | 43 | 0.0% | — | 73 | +12,170 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,354 | 36 | 0.0% | 0.0% | 74 | +5,282 | 104.14% | Q4 2025 | Feb 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 9,400 | 33 | 0.03% | — | 75 | +9,400 | New | Q4 2025 | Mar 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 9,126 | 32 | 0.0% | — | 76 | +9,126 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,492 | 30 | 0.0% | 0.0% | 77 | -22,084 | -72.23% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 8,262 | 29 | 0.0% | 0.0% | 78 | +175 | 2.16% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,600 | 23 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | New | 5,600 | 20 | 0.0% | — | 80 | +5,600 | New | Q4 2025 | Jan 26, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 5,000 | 17 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | No change | 5,000 | 17 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,375 | 15 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,500 | 15 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 3,547 | 12 | 0.0% | — | 86 | +3,547 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 3,500 | 12 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,200 | 11 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,920 | 10 | 0.0% | — | 88 | +2,920 | New | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,777 | 9 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,351 | 8 | 0.0% | — | 91 | +2,351 | New | Q4 2025 | Feb 13, 2026 |
| Kimelman & Baird, LLC | History | No change | 2,529 | 8 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,587 | 5 | 0.0% | 0.0% | 92 | -1,038 | -39.54% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,129 | 3 | 0.0% | 0.0% | 94 | -11,348 | -90.95% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,035 | 3 | 0.0% | 0.0% | 95 | -244 | -19.08% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,000 | 3 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DV Trading LLC | History | New | 583 | 2 | 0.0% | — | 97 | +583 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 700 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gould Capital, LLC | History | No change | 708 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | New | 500 | 1 | 0.0% | — | 100 | +500 | New | Q4 2025 | Feb 11, 2026 |
| Costello Asset Management, INC | History | Added to | 315 | 1 | 0.0% | 0.0% | 101 | +7 | 2.27% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 553 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 550 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170,449 | -100.0% | Q3 2025 | Nov 10, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,326 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FIRST NATIONAL TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -13,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,003 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SOUTH PLAINS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,750 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,301 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,077 | -100.0% | Q3 2025 | Oct 07, 2025 |
| COMERICA BANK | History | Reduced | 173 | 0 | — | 0.0% | — | -144 | -45.43% | Q4 2025 | Jan 29, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ST GERMAIN D J CO INC | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MOTCO | History | No change | 208 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |