Creative Planning - PUTNAM PREMIER INCOME TR ownership

PUTNAM PREMIER INCOME TR's ticker is PPT and the CUSIP is 746853100. A total of 95 filers reported holding PUTNAM PREMIER INCOME TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of PUTNAM PREMIER INCOME TR
ValueSharesWeighting
Q3 2023$558,422
+818.3%
166,693
+864.9%
0.00%
Q2 2023$60,812
+5.6%
17,276
+6.8%
0.00%
Q1 2023$57,587
-3.7%
16,176
-1.8%
0.00%
Q4 2022$59,809
+35.9%
16,476
+34.6%
0.00%
Q3 2022$44,000
-12.0%
12,237
-6.1%
0.00%
Q2 2022$50,000
-3.8%
13,0270.0%0.00%
Q1 2022$52,000
-7.1%
13,0270.0%0.00%
Q4 2021$56,000
-6.7%
13,0270.0%0.00%
Q3 2021$60,000
-1.6%
13,0270.0%0.00%
Q2 2021$61,000
-12.9%
13,027
-9.0%
0.00%
Q1 2021$70,000
+22.8%
14,312
+16.0%
0.00%
Q4 2020$57,000
+3.6%
12,3370.0%0.00%
Q3 2020$55,000
-8.3%
12,337
-2.8%
0.00%
Q2 2020$60,000
+3.4%
12,6880.0%0.00%
Q1 2020$58,000
-18.3%
12,688
-3.5%
0.00%
Q4 2019$71,000
-2.7%
13,143
-5.7%
0.00%
Q3 2019$73,000
+1.4%
13,9430.0%0.00%
Q2 2019$72,000
-45.9%
13,943
-45.9%
0.00%
Q1 2019$133,000
-10.7%
25,794
-18.8%
0.00%
-100.0%
Q4 2018$149,000
+52.0%
31,769
+70.6%
0.00%
Q3 2018$98,000
-25.8%
18,621
-26.4%
0.00%
-100.0%
Q2 2018$132,000
-2.2%
25,299
-2.3%
0.00%0.0%
Q1 2018$135,000
+21.6%
25,896
+24.4%
0.00%
Q4 2017$111,000
+152.3%
20,816
+158.9%
0.00%
Q2 2017$44,000
-8.3%
8,039
-12.4%
0.00%
Q1 2017$48,000
-36.8%
9,178
-40.2%
0.00%
Q4 2016$76,000
+153.3%
15,355
+147.5%
0.00%
Q3 2016$30,000
+25.0%
6,204
+19.2%
0.00%
Q2 2016$24,000
-41.5%
5,204
-39.5%
0.00%
Q1 2016$41,000
-2.4%
8,604
+1.4%
0.00%
Q4 2015$42,000
+50.0%
8,484
+50.5%
0.00%
Q3 2015$28,000
+47.4%
5,636
+54.0%
0.00%
Q1 2015$19,000
-13.6%
3,660
-13.3%
0.00%
Q4 2014$22,000
+144.4%
4,220
+168.8%
0.00%
Q3 2014$9,000
-88.0%
1,570
-88.4%
0.00%
-100.0%
Q2 2014$75,000
+837.5%
13,569
+823.7%
0.00%
Q1 2014$8,000
+166.7%
1,469
+178.7%
0.00%
Q4 2013$3,000
-57.1%
527
-60.0%
0.00%
Q3 2013$7,000
-89.2%
1,317
-89.2%
0.00%
-100.0%
Q2 2013$65,00012,1770.00%
Other shareholders
PUTNAM PREMIER INCOME TR shareholders Q4 2019
NameSharesValueWeighting ↓
HOWARD WEALTH MANAGEMENT, LLC 696,257$3,300,0002.70%
Quad-Cities Investment Group, LLC 503,168$2,385,0002.45%
Arbor Wealth Management, LLC 1,068,882$5,067,0002.37%
SIT INVESTMENT ASSOCIATES INC 7,369,343$34,931,0001.10%
Sterneck Capital Management, LLC 212,833$1,009,0000.95%
OTA Financial Group L.P. 155,032$734,0000.83%
Ascension Capital Advisors, Inc. 78,076$370,0000.32%
Apollon Wealth Management, LLC 110,955$526,0000.29%
Ballew Advisors, Inc 44,045$211,0000.21%
CAHILL FINANCIAL ADVISORS INC 83,571$397,0000.15%
View complete list of PUTNAM PREMIER INCOME TR shareholders