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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22 | $0 | 0.00% | +22 | New |
| 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 |
| Asset Dedication, LLC | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Boston Private Wealth LLC | 1,516 | $6.00K | 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 |
| Geneos Wealth Management Inc. | 2,215 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,783 | $17.0K | 0.00% | +63+1.7% | Added |
| Salem Investment Counselors Inc | 4,813 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,057 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,057 | $23.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,929 | $27.0K | 0.00% | −1,210−16.9% | Reduced |
| Citigroup Inc | 7,041 | $33.0K | 0.00% | +292+4.3% | Added |
| American Portfolios Advisors | 8,100 | $37.0K | 0.00% | +1,500+22.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,500 | $43.0K | 0.01% | 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 |
| Birchcreek Wealth Management, LLC | 10,271 | $47.0K | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,680 | $49.0K | 0.00% | −5,624−34.5% | Reduced |
| SeaCrest Wealth Management, LLC | 11,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 11,900 | $54.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 12,000 | $55.0K | 0.02% | 00.0% | Unchanged |
| Mark Stevens | 12,170 | $56.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,424 | $57.0K | 0.00% | −80,590−86.6% | Reduced |
| Creative Planning | 13,027 | $60.0K | 0.00% | 00.0% | Unchanged |
| Arbor Wealth Management, LLC | 13,365 | $61.0K | 0.01% | +13,365 | New |
| Cerro Pacific Wealth Advisors LLC | 13,800 | $63.0K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,017 | $64.0K | 0.00% | +221+1.6% | Added |
| Raymond James Trust N.A. | 14,523 | $66.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15,680 | $72.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 17,970 | $82.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,204 | $88.0K | 0.00% | +1,702+9.7% | Added |
| Pekin Hardy Strauss, Inc. | 20,950 | $96.0K | 0.01% | −116,685−84.8% | Reduced |
| Prospera Financial Services Inc | 21,631 | $99.0K | 0.00% | +500+2.4% | Added |
| Ballew Advisors, Inc | 21,837 | $101.0K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 24,700 | $113.0K | 0.00% | −13,500−35.3% | Reduced |
| The PNC Financial Services Group, Inc. | 26,855 | $123.0K | 0.00% | +5,455+25.5% | Added |
| International Assets Investment Management, LLC | 27,758 | $127.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 27,938 | $128.0K | 0.00% | +1,289+4.8% | Added |
| Susquehanna International Group, LLP | 28,329 | $129.0K | 0.00% | +13,621+92.6% | Added |
| Resources Investment Advisors, LLC. | 28,977 | $132.0K | 0.01% | +296+1.0% | Added |
| Cetera Investment Advisers | 29,217 | $134.0K | 0.00% | +7,852+36.8% | Added |
| Clear Creek Financial Management, LLC | 30,794 | $141.0K | 0.02% | +3,700+13.7% | Added |
| San Luis Wealth Advisors LLC | 31,500 | $144.0K | 0.08% | +31,500 | New |
| Valley Brook Capital Group | 32,700 | $149.0K | 0.15% | +1,250+4.0% | Added |
| Clear Harbor Asset Management, LLC | 34,280 | $157.0K | 0.02% | +800+2.4% | Added |
| David J Yvars Group | 36,475 | $166.0K | 0.10% | +785+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 36,754 | $168.0K | 0.00% | +13,703+59.4% | Added |
| AdvisorNet Financial, Inc | 41,100 | $188.0K | 0.01% | −7,000−14.6% | Reduced |
| 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 |
| Citizens Financial Group Inc | 47,713 | $218.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 50,000 | $228.0K | 0.01% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 50,500 | $231.0K | 0.05% | +830+1.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $234.0K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 57,454 | $263.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 61,238 | $280.0K | 0.01% | −36−0.1% | Reduced |
| Cohen & Steers, Inc. | 61,600 | $282.0K | 0.00% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 64,045 | $292.0K | 0.43% | +3,847+6.4% | Added |
| Cresset Asset Management, LLC | 67,000 | $308.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 71,839 | $327.0K | 0.00% | +5,437+8.2% | Added |
| Pinnacle Associates Ltd | 73,150 | $334.0K | 0.01% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 73,524 | $336.0K | 0.15% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 83,330 | $381.0K | 0.08% | +105+0.1% | Added |
| Advisor Group Holdings, Inc. | 109,107 | $497.0K | 0.00% | +22,069+25.4% | Added |
| Cetera Advisor Networks LLC | 117,941 | $539.0K | 0.01% | +9,455+8.7% | Added |
| MML Investors Services, LLC | 124,713 | $570.0K | 0.00% | −11,528−8.5% | Reduced |
| Mid Atlantic Financial Management Inc | 125,216 | $572.0K | 0.04% | +14,000+12.6% | Added |
| Royal Bank of Canada | 142,670 | $652.0K | 0.00% | +1,056+0.7% | Added |
| Sanders Morris Harris LLC | 148,490 | $679.0K | 0.12% | 00.0% | Unchanged |
| UBS Group AG | 163,652 | $748.0K | 0.00% | −9,049−5.2% | Reduced |
| Shufro Rose & Co LLC | 165,300 | $755.0K | 0.06% | +9,500+6.1% | Added |
| Sterneck Capital Management, LLC | 167,207 | $764.0K | 0.49% | −7,468−4.3% | Reduced |
| Future Financial Wealth Managment LLC | 166,854 | $778.0K | 0.80% | 00.0% | Unchanged |
| Wells Fargo & Company | 172,110 | $787.0K | 0.00% | −24,436−12.4% | Reduced |
| BerganKDV Wealth Management, LLC | 227,897 | $1.04M | 0.12% | +6,770+3.1% | Added |
| Apollon Wealth Management, LLC | 232,397 | $1.06M | 0.15% | −2,042−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 326,438 | $1.49M | 0.00% | −4,352−1.3% | Reduced |
| Bank of America Corp | 334,221 | $1.53M | 0.00% | −97,417−22.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 382,117 | $1.75M | 0.00% | +26,301+7.4% | Added |
| Janney Montgomery Scott LLC | 432,507 | $1.98M | 0.01% | +2,138+0.5% | Added |
| Quad-Cities Investment Group, LLC | 472,760 | $2.16M | 1.51% | −12,972−2.7% | Reduced |
| Shaker Financial Services, LLC | 483,343 | $2.21M | 0.88% | −92,984−16.1% | Reduced |
| Raymond James & Associates | 653,488 | $2.99M | 0.00% | +13,415+2.1% | Added |
| Howard Wealth Management, LLC | 734,495 | $3.36M | 1.88% | +15,820+2.2% | Added |
| Invesco Ltd. | 1,314,684 | $6.01M | 0.00% | −7,671−0.6% | Reduced |
| Parametric Portfolio Associates LLC | 1,444,413 | $6.60M | 0.00% | +50,637+3.6% | Added |
| Morgan Stanley | 1,618,539 | $7.40M | 0.00% | +110,384+7.3% | Added |
| Sit Investment Associates Inc | 14,518,116 | $66.3M | 1.72% | +25,799+0.2% | Added |