Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Putnam Premier Income Trust includono David J Yvars Group, Kovitz Investment Group Partners, LLC, Merit Financial Group, LLC, Noble Wealth Management PBC, e Ameritas Advisory Services, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
