Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Putnam Premier Income Trust eröffnet haben, gehören Whalen Wealth Management Inc., Clear Street Markets Llc, und Beacon Investment Advisory Services, Inc. .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
