HOWARD 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
HOWARD WEALTH MANAGEMENT, LLC ownership history of PUTNAM PREMIER INCOME TR
ValueSharesWeighting
Q3 2023$149,628
-6.7%
44,665
-2.0%
0.14%
-0.7%
Q2 2023$160,389
-79.3%
45,565
-79.1%
0.14%
-78.5%
Q1 2023$774,976
-5.3%
217,690
-3.5%
0.65%
-3.9%
Q4 2022$818,710
-65.9%
225,540
-66.4%
0.67%
-60.5%
Q3 2022$2,401,000
-10.0%
670,900
-4.5%
1.70%
-39.9%
Q2 2022$2,669,000
-5.3%
702,410
-0.6%
2.83%
+84.2%
Q1 2022$2,818,000
+16.7%
706,485
+24.9%
1.54%
+20.5%
Q4 2021$2,415,000
-28.0%
565,710
-23.0%
1.27%
-32.1%
Q3 2021$3,356,000
+0.2%
734,495
+2.2%
1.88%
+1.8%
Q2 2021$3,349,000
-0.4%
718,675
+4.1%
1.84%
-6.3%
Q1 2021$3,363,000
+26.4%
690,670
+20.7%
1.96%
+18.4%
Q4 2020$2,661,000
-11.3%
572,335
-15.1%
1.66%
-22.4%
Q3 2020$3,000,000
-9.1%
674,172
-3.2%
2.14%
-20.6%
Q2 2020$3,300,000
-0.9%
696,257
-5.1%
2.70%
-23.0%
Q1 2020$3,331,000
-2.2%
733,792
+17.0%
3.50%
+23.1%
Q4 2019$3,405,000627,0722.84%
Other shareholders
PUTNAM PREMIER INCOME TR shareholders Q3 2023
NameSharesValueWeighting ↓
SIT INVESTMENT ASSOCIATES INC 16,720,173$71,395,0001.68%
HOWARD WEALTH MANAGEMENT, LLC 565,710$2,415,0001.27%
Shaker Financial Services, LLC 710,940$3,036,0001.07%
Quad-Cities Investment Group, LLC 348,700$1,489,0000.93%
Future Financial Wealth Managment LLC 152,886$653,0000.52%
Sterneck Capital Management, LLC 167,207$714,0000.42%
Oder Investment Management, LLC 64,240$274,0000.39%
Valley Brook Capital Group, Inc. 32,075$136,0000.12%
SANDERS MORRIS HARRIS LLC 148,490$634,0000.11%
BerganKDV Wealth Management, LLC 238,165$1,017,0000.11%
View complete list of PUTNAM PREMIER INCOME TR shareholders