13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
PPT

PUTNAM PREMIER INCOME TR

107 institutions still hold PUTNAM PREMIER INCOME TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 746853100·107 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.8%
vs prior quarter
13F value held
$31M
71.0% inst. owned
of float
Holders
107
+88 QoQ
filers reporting
Activity
+41 / −20
+832 added · −860 reduced
this quarter
Concentration
19.95%
1607 Capital Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

107 institutions reported PPT in Q1 2026. 1607 Capital Partners, LLC leads at 20.0% of the visible book. +88 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
1607 Capital Partners, LLC
CIK 0001436866
$6M1.7M0.45%Q1 202602
Allspring Global Investments Holdings, LLC
CIK 0001890906
$5M1.4M0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$4M1.1M0.00%Q1 202604
Invesco Ltd.
CIK 0000914208
$3M897K0.00%Q1 202605
RIVERBRIDGE PARTNERS LLC
CIK 0001112325
$2M633K0.06%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M459K0.00%Q1 202607
Advisors Asset Management, Inc.
CIK 0001297376
$1M333K0.02%Q1 202608
Quad-Cities Investment Group, LLC
CIK 0001741426
$876,725247K0.35%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$704,981199K0.00%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$688,152194K0.00%Q1 202611
Baird Financial Group, Inc.
CIK 0001648711
$686,038193K0.00%Q1 202612
Focus Partners Wealth
CIK 0001542153
$627,000177K0.00%Q4 202513
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$621,793181K0.00%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$600,000169K0.00%Q1 202615
Transform Wealth, LLC
CIK 0001682266
$563,337156K0.03%Q1 202516
UBS Group AG
CIK 0001610520
$533,182150K0.00%Q1 202617
Intellus Advisors LLC
CIK 0002055137
$516,094145K0.07%Q1 202618
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$466,006132K0.02%Q4 202519
LPL Financial LLC
CIK 0001403438
$462,457130K0.00%Q1 202620
SHUFRO ROSE & CO LLC
CIK 0000908195
$415,350117K0.03%Q1 2026
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