Putnam Premier Income Trust(PPT)

$3.38—

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Putnam Premier Income Trust(PPT)

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$3.38—

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PPT(PPT)

PPT

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 137 Institutional Holders

Holder	Shares	Date	Change	% Held
SANDERS MORRIS HARRIS LLC	--	Jun 30, 26	-15.49K	--
SIT INVESTMENT ASSOCIATES INC	28.18M	Mar 31, 26	-113.07K	29.49%
1607 Capital Partners, LLC	1.75M	Mar 31, 26	--	1.83%
Allspring Global Investments Holdings, LLC	1.37M	Mar 31, 26	+2.67K	1.43%
MORGAN STANLEY	1.13M	Mar 31, 26	-275.38K	1.18%
Invesco Ltd.	896.93K	Mar 31, 26	-241.26K	0.94%
Janney Montgomery Scott LLC	774.90K	Mar 31, 26	+67.94K	0.81%
RAYMOND JAMES FINANCIAL INC	458.99K	Mar 31, 26	-4.29K	0.48%
Advisors Asset Management, Inc.	333.36K	Mar 31, 26	+101.68K	0.35%
BANK OF AMERICA CORP /DE/	198.59K	Mar 31, 26	-4.84K	0.21%
ADVISOR GROUP HOLDINGS, INC.	193.88K	Mar 31, 26	-15.41K	0.20%
Baird Financial Group, Inc.	193.25K	Mar 31, 26	+38.25K	0.20%
Colony Group, LLC	187.94K	Mar 31, 26	+10.68K	0.20%
JONES FINANCIAL COMPANIES LLLP	180.75K	Mar 31, 26	+12.56K	0.19%
ROYAL BANK OF CANADA	169.13K	Mar 31, 26	-16.36K	0.18%
PIN OAK INVESTMENT ADVISORS INC	162.52K	Mar 31, 26	-1.35K	0.17%
UBS Group AG	150.19K	Mar 31, 26	+21.39K	0.16%
Intellus Advisors LLC	145.38K	Mar 31, 26	+1.17K	0.15%
LPL Financial LLC	130.27K	Mar 31, 26	+12.32K	0.14%
Cambridge Investment Research Advisors, Inc.	118.41K	Mar 31, 26	+27.61K	0.12%
SHUFRO ROSE & CO LLC	117.00K	Mar 31, 26	--	0.12%
Integrated Wealth Concepts LLC	114.16K	Mar 31, 26	+1.25K	0.12%
MML INVESTORS SERVICES, LLC	103.46K	Mar 31, 26	-9.94K	0.11%
Stratos Wealth Partners, LTD.	90.47K	Mar 31, 26	+1.70K	0.09%
COMMONWEALTH EQUITY SERVICES, LLC	82.49K	Mar 31, 26	+6.10K	0.09%
Creative Planning	82.11K	Mar 31, 26	+3.55K	0.09%
Papamarkou Wellner Asset Management inc.	77.00K	Mar 31, 26	--	0.08%
CAPTRUST FINANCIAL ADVISORS	76.28K	Mar 31, 26	+877	0.08%
Oder Investment Management, LLC	74.59K	Mar 31, 26	+3.79K	0.08%
Mezzasalma Advisors, LLC	74.40K	Mar 31, 26	+1.34K	0.08%
WELLS FARGO & COMPANY/MN	74.21K	Mar 31, 26	+16.04K	0.08%
Valley Brook Capital Group, Inc.	69.89K	Mar 31, 26	+2.28K	0.07%
NewEdge Advisors, LLC	61.50K	Mar 31, 26	-6.90K	0.06%
Clear Creek Financial Management, LLC	52.29K	Mar 31, 26	--	0.05%
Allworth Financial LP	51.18K	Mar 31, 26	--	0.05%
STIFEL FINANCIAL CORP	48.41K	Mar 31, 26	+3.10K	0.05%
LEVEL FOUR ADVISORY SERVICES, LLC	48.11K	Mar 31, 26	+21	0.05%
Karpus Management, Inc.	41.26K	Mar 31, 26	-2.25K	0.04%
Cetera Investment Advisers	40.11K	Mar 31, 26	-7.52K	0.04%
Capital Investment Advisors, LLC	32.05K	Mar 31, 26	--	0.03%
SMITH, MOORE & CO.	27.98K	Mar 31, 26	--	0.03%
Whalen Wealth Management Inc.	27.62K	Mar 31, 26	+27.62K	0.03%
CITADEL ADVISORS LLC	27.22K	Mar 31, 26	+9.57K	0.03%
Ethos Financial Group, LLC	26.53K	Mar 31, 26	--	0.03%
Equitable Holdings, Inc.	25.40K	Mar 31, 26	--	0.03%
Resources Investment Advisors, LLC.	25.36K	Mar 31, 26	+232	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	22.08K	Mar 31, 26	-18.99K	0.02%
Mariner, LLC	14.48K	Mar 31, 26	-3.33K	0.02%
UMB Bank, n.a.	12.17K	Mar 31, 26	--	0.01%
Kestra Advisory Services, LLC	10.72K	Mar 31, 26	+1.59K	0.01%
Steward Partners Investment Advisory, LLC	8.49K	Mar 31, 26	--	0.01%
CLEAR STREET MARKETS LLC	8.09K	Mar 31, 26	+8.09K	0.01%
BRYN MAWR TRUST Co	7.56K	Mar 31, 26	+962	0.01%
MAI Capital Management	5.00K	Mar 31, 26	--	0.01%
US BANCORP \DE\	3.50K	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.78K	Mar 31, 26	--	0.00%
Kimelman & Baird, LLC	2.53K	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	2.25K	Mar 31, 26	+2.25K	0.00%
HUNTINGTON NATIONAL BANK	1.96K	Mar 31, 26	+1.96K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.80K	Mar 31, 26	-1.40K	0.00%
JPMORGAN CHASE & CO	1.59K	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	1.21K	Mar 31, 26	-1.14K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.13K	Mar 31, 26	--	0.00%
WPG Advisers, LLC	770	Mar 31, 26	-265	0.00%
Gould Capital, LLC	708	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	700	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	553	Mar 31, 26	--	0.00%
First Command Advisory Services, Inc.	500	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	405	Mar 31, 26	+405	0.00%
Costello Asset Management, INC	322	Mar 31, 26	+7	0.00%
MOTCO	208	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	91	Mar 31, 26	+91	0.00%
XTX Topco Ltd	--	Mar 31, 26	-21.80K	--
Logan Stone Capital, LLC	--	Mar 31, 26	-23.00K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-200	--
CALDWELL SUTTER CAPITAL, INC.	--	Mar 31, 26	-4.38K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Mar 31, 26	-131.68K	--
CWM, LLC	--	Mar 31, 26	-5.60K	--
DV Trading LLC	--	Mar 31, 26	-583	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-44.61K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-37.74K	--
HRT FINANCIAL LP	--	Mar 31, 26	-24.88K	--
Gridiron Partners, LLC	--	Mar 31, 26	-28.98K	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-131.64K	--
Global Retirement Partners, LLC	10.35K	Dec 31, 25	+5.28K	0.01%
CIBC Private Wealth Group, LLC	8.26K	Dec 31, 25	+175	0.01%
SageView Advisory Group, LLC	3.55K	Dec 31, 25	+3.55K	0.00%
COMERICA BANK	173	Dec 31, 25	-144	0.00%
Transform Wealth, LLC	156.05K	Mar 31, 25	--	0.16%
Sheaff Brock Investment Advisors, LLC	51.18K	Mar 31, 25	--	0.05%
HTLF Bank	12.17K	Dec 31, 24	--	0.01%
RAYMOND JAMES & ASSOCIATES	393.05K	Sep 30, 24	+1.06K	0.41%
Raymond James Financial Services Advisors, Inc.	297.37K	Sep 30, 24	-36.54K	0.31%
RAYMOND JAMES TRUST N.A.	19.11K	Sep 30, 24	--	0.02%
Planning Capital Management Corp	303	Sep 30, 24	--	0.00%
Flow State Investments, L.P.	--	Sep 30, 24	-15.28K	--
Cetera Advisor Networks LLC	37.25K	Mar 31, 24	+3.38K	0.04%
Highlander Capital Management, LLC	1.20K	Mar 31, 24	--	0.00%
Bartlett & Co. LLC	4.50K	Dec 31, 23	--	0.00%
DUBUQUE BANK & TRUST CO	12.17K	Sep 30, 23	--	0.01%
BerganKDV Wealth Management, LLC	258.61K	Jun 30, 23	+1.85K	0.27%
BOENNING & SCATTERGOOD, INC.	10.12K	Dec 31, 22	+10.12K	0.01%
American Portfolios Advisors	8.20K	Sep 30, 22	+73	0.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2.11M	Mar 31, 22	+699.36K	2.20%
Carroll Financial Associates, Inc.	750	Dec 31, 21	--	0.00%
Arbor Wealth Management, LLC	--	Dec 31, 21	-13.37K	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	125.22K	Sep 30, 21	+14.00K	0.13%
LEVEL FOUR FINANCIAL, LLC	73.52K	Sep 30, 21	--	0.08%
Pinnacle Wealth Advisors	17.97K	Jun 30, 21	+17.97K	0.02%
Point View Wealth Management, Inc.	57.45K	Dec 31, 20	-7.43K	0.06%
First Allied Advisory Services, Inc.	11.39K	Sep 30, 20	--	0.01%
Advisor Group, Inc.	130.71K	Dec 31, 19	+29.04K	0.14%
Chapwood Capital Investment Management, LLC	62.28K	Dec 31, 19	+62.28K	0.07%
LADENBURG THALMANN FINANCIAL SERVICES INC.	37.10K	Dec 31, 19	-8.71K	0.04%
BB&T SECURITIES, LLC	--	Sep 30, 19	-12.88K	--
SUNTRUST BANKS INC	--	Sep 30, 19	-68.50K	--
NEXT Financial Holdings	1.00K	Mar 31, 19	+1.00K	0.00%
Horizon Kinetics LLC	--	Dec 31, 18	-13.08K	--
Geneva Advisors, LLC	179.01K	Jun 30, 17	-48.41K	0.19%
Commonwealth Equity Services, Inc	99.00K	Jun 30, 17	+17.79K	0.10%
WFG Advisors, LP	38.92K	Jun 30, 17	--	0.04%
Virtu KCG Holdings LLC	16.27K	Jun 30, 17	+16.27K	0.02%
Integrated Wealth Management	15.00K	Mar 31, 17	+15.00K	0.02%
MSI Financial Services Inc	98.29K	Dec 31, 16	+7.63K	0.10%
KANALY TRUST CO	500	Dec 31, 16	+500	0.00%
Investors Capital Advisory Services	29.70K	Jun 30, 16	--	0.03%
Relative Value Partners, LLC	5.98M	Mar 31, 15	+18.37K	6.25%
COHEN & STEERS CAPITAL MANAGEMENT INC	347.60K	Mar 31, 15	+347.60K	0.36%
BAIRD ROBERT W & CO INC /WI/	10.54K	Mar 31, 15	--	0.01%
UBS AG	1.25M	Sep 30, 14	-19.66K	1.31%
1919 Investment Counsel, LLC	2.50K	Sep 30, 14	--	0.00%
Stifel Trust Company, N.A.	1.60K	Sep 30, 14	+1.60K	0.00%
First Allied Securities, Inc.	294.32K	Jun 30, 12	+41.96K	0.31%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	527.59K	Jun 30, 10	+454.23K	0.55%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST	--	Jun 30, 08	-33.10K	--
MERCANTILE BANKSHARES CORP	50.80K	Dec 31, 06	+50.80K	0.05%
FIFTH THIRD BANK, NATIONAL ASSOCIATION	28.00K	Mar 31, 02	+28.00K	0.03%

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Holder

Date

Change

% Held

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-15.49K

SIT INVESTMENT ASSOCIATES INC

28.18M

Mar 31, 26

-113.07K

29.49%

1607 Capital Partners, LLC

1.75M

Mar 31, 26

1.83%

Allspring Global Investments Holdings, LLC

1.37M

Mar 31, 26

+2.67K

1.43%

MORGAN STANLEY

1.13M

Mar 31, 26

-275.38K

1.18%

Invesco Ltd.

896.93K

Mar 31, 26

-241.26K

0.94%

Janney Montgomery Scott LLC

774.90K

Mar 31, 26

+67.94K

0.81%

RAYMOND JAMES FINANCIAL INC

458.99K

Mar 31, 26

-4.29K

0.48%

Advisors Asset Management, Inc.

333.36K

Mar 31, 26

+101.68K

0.35%

BANK OF AMERICA CORP /DE/

198.59K

Mar 31, 26

-4.84K

0.21%

ADVISOR GROUP HOLDINGS, INC.

193.88K

Mar 31, 26

-15.41K

0.20%

Baird Financial Group, Inc.

193.25K

Mar 31, 26

+38.25K

0.20%

Colony Group, LLC

187.94K

Mar 31, 26

+10.68K

0.20%

JONES FINANCIAL COMPANIES LLLP

180.75K

Mar 31, 26

+12.56K

0.19%

ROYAL BANK OF CANADA

169.13K

Mar 31, 26

-16.36K

0.18%

PIN OAK INVESTMENT ADVISORS INC

162.52K

Mar 31, 26

-1.35K

0.17%

UBS Group AG

150.19K

Mar 31, 26

+21.39K

0.16%

Intellus Advisors LLC

145.38K

Mar 31, 26

+1.17K

0.15%

LPL Financial LLC

130.27K

Mar 31, 26

+12.32K

0.14%

Cambridge Investment Research Advisors, Inc.

118.41K

Mar 31, 26

+27.61K

0.12%

SHUFRO ROSE & CO LLC

117.00K

Mar 31, 26

0.12%

Integrated Wealth Concepts LLC

114.16K

Mar 31, 26

+1.25K

0.12%

MML INVESTORS SERVICES, LLC

103.46K

Mar 31, 26

-9.94K

0.11%

Stratos Wealth Partners, LTD.

90.47K

Mar 31, 26

+1.70K

0.09%

COMMONWEALTH EQUITY SERVICES, LLC

82.49K

Mar 31, 26

+6.10K

0.09%

Creative Planning

82.11K

Mar 31, 26

+3.55K

0.09%

Papamarkou Wellner Asset Management inc.

77.00K

Mar 31, 26

0.08%

CAPTRUST FINANCIAL ADVISORS

76.28K

Mar 31, 26

+877

0.08%

Oder Investment Management, LLC

74.59K

Mar 31, 26

+3.79K

0.08%

Mezzasalma Advisors, LLC

74.40K

Mar 31, 26

+1.34K

0.08%

WELLS FARGO & COMPANY/MN

74.21K

Mar 31, 26

+16.04K

0.08%

Valley Brook Capital Group, Inc.

69.89K

Mar 31, 26

+2.28K

0.07%

NewEdge Advisors, LLC

61.50K

Mar 31, 26

-6.90K

0.06%

Clear Creek Financial Management, LLC

52.29K

Mar 31, 26

0.05%

Allworth Financial LP

51.18K

Mar 31, 26

0.05%

STIFEL FINANCIAL CORP

48.41K

Mar 31, 26

+3.10K

0.05%

LEVEL FOUR ADVISORY SERVICES, LLC

48.11K

Mar 31, 26

+21

0.05%

Karpus Management, Inc.

41.26K

Mar 31, 26

-2.25K

0.04%

Cetera Investment Advisers

40.11K

Mar 31, 26

-7.52K

0.04%

Capital Investment Advisors, LLC

32.05K

Mar 31, 26

0.03%

SMITH, MOORE & CO.

27.98K

Mar 31, 26

0.03%

Whalen Wealth Management Inc.

27.62K

Mar 31, 26

+27.62K

0.03%

CITADEL ADVISORS LLC

27.22K

Mar 31, 26

+9.57K

0.03%

Ethos Financial Group, LLC

26.53K

Mar 31, 26

0.03%

Equitable Holdings, Inc.

25.40K

Mar 31, 26

0.03%

Resources Investment Advisors, LLC.

25.36K

Mar 31, 26

+232

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

22.08K

Mar 31, 26

-18.99K

0.02%

Mariner, LLC

14.48K

Mar 31, 26

-3.33K

0.02%

UMB Bank, n.a.

12.17K

Mar 31, 26

0.01%

Kestra Advisory Services, LLC

10.72K

Mar 31, 26

+1.59K

0.01%

Steward Partners Investment Advisory, LLC

8.49K

Mar 31, 26

0.01%

CLEAR STREET MARKETS LLC

8.09K

Mar 31, 26

+8.09K

0.01%

BRYN MAWR TRUST Co

7.56K

Mar 31, 26

+962

0.01%

MAI Capital Management

5.00K

Mar 31, 26

0.01%

US BANCORP \DE\

3.50K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.78K

Mar 31, 26

0.00%

Kimelman & Baird, LLC

2.53K

Mar 31, 26

0.00%

MATHER GROUP, LLC.

2.25K

Mar 31, 26

+2.25K

0.00%

HUNTINGTON NATIONAL BANK

1.96K

Mar 31, 26

+1.96K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.80K

Mar 31, 26

-1.40K

0.00%

JPMORGAN CHASE & CO

1.59K

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.21K

Mar 31, 26

-1.14K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.13K

Mar 31, 26

0.00%

WPG Advisers, LLC

770

Mar 31, 26

-265

0.00%

Gould Capital, LLC

708

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

700

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

553

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

500

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

405

Mar 31, 26

+405

0.00%

Costello Asset Management, INC

322

Mar 31, 26

0.00%

MOTCO

208

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

+91

0.00%

XTX Topco Ltd

Mar 31, 26

-21.80K

Logan Stone Capital, LLC

Mar 31, 26

-23.00K

SRS Capital Advisors, Inc.

Mar 31, 26

-200

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

-4.38K

BALYASNY ASSET MANAGEMENT L.P.

Mar 31, 26

-131.68K

CWM, LLC

Mar 31, 26

-5.60K

DV Trading LLC

Mar 31, 26

-583

JANE STREET GROUP, LLC

Mar 31, 26

-44.61K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-37.74K

HRT FINANCIAL LP

Mar 31, 26

-24.88K

Gridiron Partners, LLC

Mar 31, 26

-28.98K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-131.64K

Global Retirement Partners, LLC

10.35K

Dec 31, 25

+5.28K

0.01%

CIBC Private Wealth Group, LLC

8.26K

Dec 31, 25

+175

0.01%

SageView Advisory Group, LLC

3.55K

Dec 31, 25

+3.55K

0.00%

COMERICA BANK

173

Dec 31, 25

-144

0.00%

Transform Wealth, LLC

156.05K

Mar 31, 25

0.16%

Sheaff Brock Investment Advisors, LLC

51.18K

Mar 31, 25

0.05%

HTLF Bank

12.17K

Dec 31, 24

0.01%

RAYMOND JAMES & ASSOCIATES

393.05K

Sep 30, 24

+1.06K

0.41%

Raymond James Financial Services Advisors, Inc.

297.37K

Sep 30, 24

-36.54K

0.31%

RAYMOND JAMES TRUST N.A.

19.11K

Sep 30, 24

0.02%

Planning Capital Management Corp

303

Sep 30, 24

0.00%

Flow State Investments, L.P.

Sep 30, 24

-15.28K

Cetera Advisor Networks LLC

37.25K

Mar 31, 24

+3.38K

0.04%

Highlander Capital Management, LLC

1.20K

Mar 31, 24

0.00%

Bartlett & Co. LLC

4.50K

Dec 31, 23

0.00%

DUBUQUE BANK & TRUST CO

12.17K

Sep 30, 23

0.01%

BerganKDV Wealth Management, LLC

258.61K

Jun 30, 23

+1.85K

0.27%

BOENNING & SCATTERGOOD, INC.

10.12K

Dec 31, 22

+10.12K

0.01%

American Portfolios Advisors

8.20K

Sep 30, 22

+73

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

2.11M

Mar 31, 22

+699.36K

2.20%

Carroll Financial Associates, Inc.

750

Dec 31, 21

0.00%

Arbor Wealth Management, LLC

Dec 31, 21

-13.37K

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

125.22K

Sep 30, 21

+14.00K

0.13%

LEVEL FOUR FINANCIAL, LLC

73.52K

Sep 30, 21

0.08%

Pinnacle Wealth Advisors

17.97K

Jun 30, 21

+17.97K

0.02%

Point View Wealth Management, Inc.

57.45K

Dec 31, 20

-7.43K

0.06%

First Allied Advisory Services, Inc.

11.39K

Sep 30, 20

0.01%

Advisor Group, Inc.

130.71K

Dec 31, 19

+29.04K

0.14%

Chapwood Capital Investment Management, LLC

62.28K

Dec 31, 19

+62.28K

0.07%

LADENBURG THALMANN FINANCIAL SERVICES INC.

37.10K

Dec 31, 19

-8.71K

0.04%

BB&T SECURITIES, LLC

Sep 30, 19

-12.88K

SUNTRUST BANKS INC

Sep 30, 19

-68.50K

NEXT Financial Holdings

1.00K

Mar 31, 19

+1.00K

0.00%

Horizon Kinetics LLC

Dec 31, 18

-13.08K

Geneva Advisors, LLC

179.01K

Jun 30, 17

-48.41K

0.19%

Commonwealth Equity Services, Inc

99.00K

Jun 30, 17

+17.79K

0.10%

WFG Advisors, LP

38.92K

Jun 30, 17

0.04%

Virtu KCG Holdings LLC

16.27K

Jun 30, 17

+16.27K

0.02%

Integrated Wealth Management

15.00K

Mar 31, 17

+15.00K

0.02%

MSI Financial Services Inc

98.29K

Dec 31, 16

+7.63K

0.10%

KANALY TRUST CO

500

Dec 31, 16

+500

0.00%

Investors Capital Advisory Services

29.70K

Jun 30, 16

0.03%

Relative Value Partners, LLC

5.98M

Mar 31, 15

+18.37K

6.25%

COHEN & STEERS CAPITAL MANAGEMENT INC

347.60K

Mar 31, 15

+347.60K

0.36%

BAIRD ROBERT W & CO INC /WI/

10.54K

Mar 31, 15

0.01%

UBS AG

1.25M

Sep 30, 14

-19.66K

1.31%

1919 Investment Counsel, LLC

2.50K

Sep 30, 14

0.00%

Stifel Trust Company, N.A.

1.60K

Sep 30, 14

+1.60K

0.00%

First Allied Securities, Inc.

294.32K

Jun 30, 12

+41.96K

0.31%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

527.59K

Jun 30, 10

+454.23K

0.55%

LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST

Jun 30, 08

-33.10K

MERCANTILE BANKSHARES CORP

50.80K

Dec 31, 06

+50.80K

0.05%

FIFTH THIRD BANK, NATIONAL ASSOCIATION

28.00K

Mar 31, 02

+28.00K

0.03%