Valley Brook Capital Group, Inc. - 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
Valley Brook Capital Group, Inc. ownership history of PUTNAM PREMIER INCOME TR
ValueSharesWeighting
Q3 2023$119,511
-4.8%
35,6750.0%0.12%
+1.7%
Q2 2023$125,576
-1.1%
35,6750.0%0.12%
-0.9%
Q1 2023$127,003
-19.0%
35,675
-17.4%
0.12%
-22.0%
Q4 2022$156,725
+1.8%
43,1750.0%0.15%
-10.7%
Q3 2022$154,000
-6.1%
43,1750.0%0.17%
-0.6%
Q2 2022$164,000
-10.4%
43,175
-6.3%
0.17%
+7.0%
Q1 2022$183,000
+34.6%
46,075
+43.6%
0.16%
+35.0%
Q4 2021$136,000
-8.7%
32,075
-1.9%
0.12%
-20.9%
Q3 2021$149,000
+2.1%
32,700
+4.0%
0.15%
+6.5%
Q2 2021$146,000
-4.6%
31,4500.0%0.14%0.0%
Q1 2021$153,000
-30.5%
31,450
-33.7%
0.14%
-36.2%
Q4 2020$220,00047,4500.22%
Other shareholders
PUTNAM PREMIER INCOME TR shareholders Q3 2023
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