Shaker Financial Services, LLC - PUTNAM PREMIER INCOME TR ownership

PUTNAM PREMIER INCOME TR's ticker is PPT and the CUSIP is 746853100. A total of 88 filers reported holding PUTNAM PREMIER INCOME TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Shaker Financial Services, LLC ownership history of PUTNAM PREMIER INCOME TR
ValueSharesWeighting
Q3 2023$572,729
-7.8%
169,613
-3.4%
0.27%
-1.5%
Q2 2023$621,120
-34.6%
175,514
-33.7%
0.27%
-34.7%
Q1 2023$949,179
+5.2%
264,695
+7.2%
0.42%
-1.7%
Q4 2022$902,315
+248.4%
246,804
+241.6%
0.42%
+229.7%
Q3 2022$259,000
+6.6%
72,246
+12.8%
0.13%
+8.5%
Q2 2022$243,000
-86.7%
64,028
-86.0%
0.12%
-82.8%
Q1 2022$1,827,000
-39.8%
457,897
-35.6%
0.69%
-35.8%
Q4 2021$3,036,000
+37.4%
710,940
+47.1%
1.07%
+21.3%
Q3 2021$2,209,000
-17.8%
483,343
-16.1%
0.88%
-11.2%
Q2 2021$2,686,000
+24.5%
576,327
+30.1%
1.00%
+15.9%
Q1 2021$2,157,000
-37.6%
442,842
-40.5%
0.86%
-40.4%
Q4 2020$3,459,000
+51.4%
743,881
+44.9%
1.44%
+18.1%
Q3 2020$2,285,000
+1003.9%
513,435
+1024.5%
1.22%
+772.1%
Q1 2020$207,000
+47.9%
45,660
+67.6%
0.14%
+91.8%
Q2 2019$140,000
-23.9%
27,242
-23.7%
0.07%
-21.5%
Q1 2019$184,000
-32.6%
35,719
-38.6%
0.09%
-39.6%
Q4 2018$273,000
-53.9%
58,128
-48.5%
0.15%
-59.4%
Q4 2014$592,000
+78.3%
112,765
+87.9%
0.38%
+73.9%
Q1 2014$332,00060,0000.22%
Other shareholders
PUTNAM PREMIER INCOME TR shareholders Q3 2023
NameSharesValueWeighting ↓
SIT INVESTMENT ASSOCIATES INC 4,790,957$26,015,0000.64%
Sterneck Capital Management, LLC 109,000$592,0000.35%
Arlington Capital Management, Inc. 142,909$776,0000.32%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 73,788$401,0000.28%
Point View Wealth Management, Inc. 96,196$522,0000.26%
SHUFRO ROSE & CO LLC 149,800$813,0000.09%
OneDigital Investment Advisors LLC 46,000$250,0000.08%
W.G. Shaheen & Associates DBA Whitney & Co 40,050$217,0000.07%
Gilman Hill Asset Management, LLC 29,750$162,0000.07%
Doyle Wealth Management 57,180$310,0000.06%
View complete list of PUTNAM PREMIER INCOME TR shareholders