Franklin Premier Income Trust
PPT- Exchange
- NYSE
- SEC CIK
- 0000827773
No open-market purchases or sales by Franklin Premier Income Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $138.9M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Franklin Premier Income Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 100
- −3 vs. Q2 2021
- Shares held
- 26.5M
- −290.6K (−1.1%) vs. Q2 2021
- Total value
- $121.1M
- −$3.73M (−3.0%) vs. Q2 2021
- New holders
- 5
- 35 more added
- Sold out
- 8
- 21 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PPT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $138.9M |
| Q1 2026 | 97 | $141.6M |
| Q4 2025 | 108 | $144.2M |
| Q3 2025 | 94 | $145.0M |
| Q2 2025 | 87 | $144.0M |
| Q1 2025 | 90 | $136.4M |
| Q4 2024 | 95 | $131.5M |
| Q3 2024 | 87 | $125.2M |
| Q2 2024 | 85 | $119.1M |
| Q1 2024 | 83 | $116.7M |
| Q4 2023 | 93 | $121.1M |
| Q3 2023 | 88 | $109.1M |
| Q2 2023 | 84 | $113.4M |
| Q1 2023 | 88 | $114.9M |
| Q4 2022 | 98 | $117.6M |
| Q3 2022 | 91 | $110.2M |
| Q2 2022 | 93 | $113.4M |
| Q1 2022 | 95 | $114.8M |
| Q4 2021 | 100 | $118.9M |
| Q3 2021 | 100 | $121.1M |
| Q2 2021 | 105 | $124.9M |
| Q1 2021 | 104 | $130.7M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 14,518,116 | $66.3M | 1.72% | +25,799+0.2% | Added |
| Morgan Stanley | 1,618,539 | $7.40M | 0.00% | +110,384+7.3% | Added |
| Parametric Portfolio Associates LLC | 1,444,413 | $6.60M | 0.00% | +50,637+3.6% | Added |
| Invesco Ltd. | 1,314,684 | $6.01M | 0.00% | −7,671−0.6% | Reduced |
| Howard Wealth Management, LLC | 734,495 | $3.36M | 1.88% | +15,820+2.2% | Added |
| Raymond James & Associates | 653,488 | $2.99M | 0.00% | +13,415+2.1% | Added |
| Shaker Financial Services, LLC | 483,343 | $2.21M | 0.88% | −92,984−16.1% | Reduced |
| Quad-Cities Investment Group, LLC | 472,760 | $2.16M | 1.51% | −12,972−2.7% | Reduced |
| Janney Montgomery Scott LLC | 432,507 | $1.98M | 0.01% | +2,138+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 382,117 | $1.75M | 0.00% | +26,301+7.4% | Added |
| Bank of America Corp | 334,221 | $1.53M | 0.00% | −97,417−22.6% | Reduced |
| Commonwealth Equity Services, LLC | 326,438 | $1.49M | 0.00% | −4,352−1.3% | Reduced |
| Apollon Wealth Management, LLC | 232,397 | $1.06M | 0.15% | −2,042−0.9% | Reduced |
| BerganKDV Wealth Management, LLC | 227,897 | $1.04M | 0.12% | +6,770+3.1% | Added |
| Wells Fargo & Company | 172,110 | $787.0K | 0.00% | −24,436−12.4% | Reduced |
| Future Financial Wealth Managment LLC | 166,854 | $778.0K | 0.80% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 167,207 | $764.0K | 0.49% | −7,468−4.3% | Reduced |
| Shufro Rose & Co LLC | 165,300 | $755.0K | 0.06% | +9,500+6.1% | Added |
| UBS Group AG | 163,652 | $748.0K | 0.00% | −9,049−5.2% | Reduced |
| Sanders Morris Harris LLC | 148,490 | $679.0K | 0.12% | 00.0% | Unchanged |
| Royal Bank of Canada | 142,670 | $652.0K | 0.00% | +1,056+0.7% | Added |
| Mid Atlantic Financial Management Inc | 125,216 | $572.0K | 0.04% | +14,000+12.6% | Added |
| MML Investors Services, LLC | 124,713 | $570.0K | 0.00% | −11,528−8.5% | Reduced |
| Cetera Advisor Networks LLC | 117,941 | $539.0K | 0.01% | +9,455+8.7% | Added |
| Advisor Group Holdings, Inc. | 109,107 | $497.0K | 0.00% | +22,069+25.4% | Added |
| Cahill Financial Advisors Inc | 83,330 | $381.0K | 0.08% | +105+0.1% | Added |
| Harbor Financial Services, LLC | 73,524 | $336.0K | 0.15% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 73,150 | $334.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 71,839 | $327.0K | 0.00% | +5,437+8.2% | Added |
| Cresset Asset Management, LLC | 67,000 | $308.0K | 0.00% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 64,045 | $292.0K | 0.43% | +3,847+6.4% | Added |
| Cohen & Steers, Inc. | 61,600 | $282.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 61,238 | $280.0K | 0.01% | −36−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 57,454 | $263.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $234.0K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 50,500 | $231.0K | 0.05% | +830+1.7% | Added |
| St Germain D J Co Inc | 50,000 | $228.0K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 47,713 | $218.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 46,060 | $210.0K | 0.00% | −4,741−9.3% | Reduced |
| LPL Financial LLC | 46,059 | $210.0K | 0.00% | −2,238−4.6% | Reduced |
| AdvisorNet Financial, Inc | 41,100 | $188.0K | 0.01% | −7,000−14.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,754 | $168.0K | 0.00% | +13,703+59.4% | Added |
| David J Yvars Group | 36,475 | $166.0K | 0.10% | +785+2.2% | Added |
| Clear Harbor Asset Management, LLC | 34,280 | $157.0K | 0.02% | +800+2.4% | Added |
| Valley Brook Capital Group | 32,700 | $149.0K | 0.15% | +1,250+4.0% | Added |
| San Luis Wealth Advisors LLC | 31,500 | $144.0K | 0.08% | +31,500 | New |
| Clear Creek Financial Management, LLC | 30,794 | $141.0K | 0.02% | +3,700+13.7% | Added |
| Cetera Investment Advisers | 29,217 | $134.0K | 0.00% | +7,852+36.8% | Added |
| Resources Investment Advisors, LLC. | 28,977 | $132.0K | 0.01% | +296+1.0% | Added |
| Susquehanna International Group, LLP | 28,329 | $129.0K | 0.00% | +13,621+92.6% | Added |
| AE Wealth Management LLC | 27,938 | $128.0K | 0.00% | +1,289+4.8% | Added |
| International Assets Investment Management, LLC | 27,758 | $127.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 26,855 | $123.0K | 0.00% | +5,455+25.5% | Added |
| Oppenheimer & Co Inc | 24,700 | $113.0K | 0.00% | −13,500−35.3% | Reduced |
| Ballew Advisors, Inc | 21,837 | $101.0K | 0.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 21,631 | $99.0K | 0.00% | +500+2.4% | Added |
| Pekin Hardy Strauss, Inc. | 20,950 | $96.0K | 0.01% | −116,685−84.8% | Reduced |
| Private Advisor Group, LLC | 19,204 | $88.0K | 0.00% | +1,702+9.7% | Added |
| Pinnacle Financial Partners Inc | 17,970 | $82.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15,680 | $72.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,523 | $66.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,017 | $64.0K | 0.00% | +221+1.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 13,800 | $63.0K | 0.05% | 00.0% | Unchanged |
| Arbor Wealth Management, LLC | 13,365 | $61.0K | 0.01% | +13,365 | New |
| Creative Planning | 13,027 | $60.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,424 | $57.0K | 0.00% | −80,590−86.6% | Reduced |
| Mark Stevens | 12,170 | $56.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 12,000 | $55.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 11,900 | $54.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 11,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,680 | $49.0K | 0.00% | −5,624−34.5% | Reduced |
| Birchcreek Wealth Management, LLC | 10,271 | $47.0K | 0.04% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 10,117 | $46.0K | 0.01% | −18,383−64.5% | Reduced |
| Smith, Moore & Co. | 10,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| GenTrust, LLC | 10,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 9,500 | $43.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 8,100 | $37.0K | 0.00% | +1,500+22.7% | Added |
| Citigroup Inc | 7,041 | $33.0K | 0.00% | +292+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,929 | $27.0K | 0.00% | −1,210−16.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,057 | $23.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,057 | $23.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,813 | $22.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,783 | $17.0K | 0.00% | +63+1.7% | Added |
| US Bancorp | 3,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,215 | $10.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,050 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,000 | $9.00K | 0.00% | +2,000 | New |
| Boston Private Wealth LLC | 1,516 | $6.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,199 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,125 | $5.00K | 0.00% | +1,120+22,400.0% | Added |
| Arkadios Wealth Advisors | 669 | $3.00K | 0.00% | −6,315−90.4% | Reduced |
| Carroll Financial Associates, Inc. | 750 | $3.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 550 | $3.00K | 0.00% | +550 | New |
| Asset Dedication, LLC | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 140 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 171 | $1.00K | 0.00% | +3+1.8% | Added |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22 | $0 | 0.00% | +22 | New |