Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Putnam Premier Income Trust comprennent David J Yvars Group, Kovitz Investment Group Partners, LLC, Merit Financial Group, LLC, Noble Wealth Management PBC, et Ameritas Advisory Services, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 46 365 | 19,51 | 170 | 21,43 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 73 625 | 2,07 | 270 | 3,85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 51 176 | 188 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 250 042 | 16,61 | 918 | 18,48 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 288 628 | 0,25 | 1 059 | 1,92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 46 020 | 169 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 282 | 38 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 393 | 5 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 233 294 | 2,57 | 856 | 4,26 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2 331 | 8 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 24 455 | 1,44 | 90 | 2,30 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 106 830 | 3,61 | 392 | 5,38 | ||||
| 2025-07-09 | 13F | David J Yvars Group | Put | 546 700 | 20 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 302 | 2,03 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 66 347 | 200,25 | 243 | 207,59 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 150 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 192 161 | 0,71 | 705 | 2,32 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 194 999 | 3,04 | 716 | 4,69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 52 294 | 2,15 | 192 | 3,80 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 84 367 | 1,34 | 310 | 3,00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 24 752 | 2,15 | 91 | 3,45 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 126 642 | 465 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 18 389 | 67 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 53 079 | 66,50 | 195 | 68,70 | ||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 1 086 | 0,37 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 69 413 | 0,96 | 255 | 2,42 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19 980 | 68,61 | 73 | 73,81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 44 478 | 6,65 | 163 | 8,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 625 | 10 | ||||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 180 419 | 0,87 | 4 379 | 3,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 123 407 | 577,50 | 453 | 595,38 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 99 445 | 6,35 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 672 931 | 7,21 | 6 140 | 8,98 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 677 347 | 2,91 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 17 164 | 2,08 | 63 | 3,33 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 25 175 | 2,11 | 92 | 3,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12 320 | 1,98 | 45 | 4,65 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 35 000 | 22,81 | 128 | 25,49 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 25 719 698 | 11,91 | 94 | 14,63 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 118 977 | 3,77 | 437 | 5,57 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 156 049 | 573 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 101 909 | 54,69 | 374 | 57,81 |
