BerganKDV Wealth Management, 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
BerganKDV Wealth Management, LLC ownership history of PUTNAM PREMIER INCOME TR
ValueSharesWeighting
Q2 2023$910,318
-0.4%
258,613
+0.7%
0.09%
-3.2%
Q1 2023$914,084
+0.1%
256,765
+2.0%
0.09%
-5.1%
Q4 2022$913,381
+5.0%
251,620
+3.5%
0.10%
-4.8%
Q3 2022$870,000
-7.7%
243,076
-2.0%
0.10%
-3.7%
Q2 2022$943,000
-12.9%
248,160
-8.6%
0.11%
-6.9%
Q1 2022$1,083,000
+6.5%
271,508
+14.0%
0.12%
+9.4%
Q4 2021$1,017,000
-2.3%
238,165
+4.5%
0.11%
-10.2%
Q3 2021$1,041,000
+1.1%
227,897
+3.1%
0.12%
-3.3%
Q2 2021$1,030,000
+63.8%
221,127
+71.3%
0.12%
+50.6%
Q1 2021$629,000
+138.3%
129,088
+127.5%
0.08%
+118.9%
Q4 2020$264,000
-10.8%
56,730
-14.8%
0.04%
-21.3%
Q3 2020$296,000
-2.3%
66,550
+4.1%
0.05%
-9.6%
Q2 2020$303,000
+4.5%
63,923
-0.1%
0.05%
-11.9%
Q1 2020$290,000
+12.8%
63,985
+35.2%
0.06%
+28.3%
Q4 2019$257,000
+6.6%
47,329
+3.4%
0.05%
-4.2%
Q3 2019$241,000
-12.4%
45,767
-14.8%
0.05%
-11.1%
Q2 2019$275,000
+2.6%
53,699
+3.2%
0.05%
-1.8%
Q1 2019$268,000
+11.7%
52,058
+1.6%
0.06%
-1.8%
Q4 2018$240,000
-9.8%
51,223
+1.3%
0.06%
-1.8%
Q3 2018$266,000
+8.1%
50,561
+7.6%
0.06%
+3.6%
Q2 2018$246,000
-1.2%
46,968
-1.5%
0.06%
-19.1%
Q1 2018$249,000
+1.2%
47,684
+3.4%
0.07%
+15.3%
Q4 2017$246,000
+143.6%
46,108
+143.5%
0.06%
+136.0%
Q3 2017$101,00018,9390.02%
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