Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Putnam Premier Income Trust incluem Whalen Wealth Management Inc., Clear Street Markets Llc, e Beacon Investment Advisory Services, Inc. .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Clear Street Markets Llc | 8,091 | 29 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 7,562 | 14.58 | 27 | 13.04 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 26,395 | 2.19 | 94 | 2.20 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 33,177 | 18.39 | 118 | 18.18 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 22,877 | 2.12 | 81 | 2.53 | ||||
| 2026-05-12 | 13F | Creative Planning | 82,115 | 4.51 | 292 | 4.68 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 81,316 | 0.15 | 289 | 0.35 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 48,110 | 0.04 | 171 | 0.00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 3,077 | 11 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1,028 | 4 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3,547 | 13 | ||||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 145,379 | 0.81 | 516 | 1.18 | ||||
| 2026-05-08 | 13F | Valley Brook Capital Group, Inc. | 69,885 | 3.37 | 248 | 3.77 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 333,361 | 43.89 | 1,183 | 44.27 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 7 | -99.39 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 180,754 | 7.47 | 622 | 4.37 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 74,213 | 27.58 | 263 | 28.29 | ||||
| 2026-05-05 | 13F | UBS Group AG | 150,192 | 16.60 | 533 | 17.14 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 114,161 | 1.10 | 405 | 1.50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10,354 | 104.14 | 37 | 100.00 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 92,640 | 30.31 | 329 | 30.68 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 118,412 | 30.41 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 405 | 1 | ||||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 27,622 | 98 | ||||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 74,587 | 5.36 | 265 | 5.60 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 633,159 | 3.89 | 2,248 | 4.17 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 322 | 2.22 | 1 | 0.00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 130,270 | 10.45 | 462 | 10.79 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 193,250 | 24.68 | 686 | 25.18 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2,251 | 8 | ||||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 97,387 | 227.33 | 346 | 228.57 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1,367,557 | 0.20 | 4,855 | 0.48 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 91 | 0 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 48,405 | 6.85 | 172 | 6.88 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 17,794 | 6.81 | 63 | 8.62 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 74,400 | 1.83 | 264 | 1.93 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 25,362 | 0.92 | 90 | 2.27 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 8,262 | 2.16 | 29 | 0.00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 27,218 | 54.26 | 97 | 54.84 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 90,475 | 1.92 | 321 | 2.23 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10,717 | 17.43 | 38 | 18.75 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 774,899 | 9.61 | 3 | 0.00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 76,283 | 1.16 | 271 | 1.50 |
