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 95 filers reported holding PUTNAM PREMIER INCOME TR in Q3 2020. 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 2020
NameSharesValueWeighting ↓
HOWARD WEALTH MANAGEMENT, LLC 627,072$3,405,0002.84%
Arbor Wealth Management, LLC 1,137,785$6,178,0002.58%
Quad-Cities Investment Group, LLC 494,805$2,683,0002.55%
SIT INVESTMENT ASSOCIATES INC 3,455,453$18,763,0000.53%
Chapwood Capital Investment Management, LLC 62,278$338,0000.34%
Ascension Capital Advisors, Inc. 78,076$424,0000.29%
Ballew Advisors, Inc 44,045$242,0000.21%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 61,538$334,0000.20%
Point View Wealth Management, Inc. 73,714$400,0000.17%
CAHILL FINANCIAL ADVISORS INC 83,356$453,0000.16%
View complete list of PUTNAM PREMIER INCOME TR shareholders