Skip to main content

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, Q4 2021

Institutional positions in Franklin Premier Income Trust as of Dec 31, 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
+2 vs. Q3 2021
Shares held
27.8M
+1.56M (+5.9%) vs. Q3 2021
Total value
$118.9M
−$1.24M (−1.0%) vs. Q3 2021
New holders
18
16 more added
Sold out
16
29 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 100 institutions
Q1 2021: 104 institutionsQ2 2021: 105 institutionsQ3 2021: 100 institutionsQ4 2021: 100 institutionsQ1 2022: 95 institutionsQ2 2022: 93 institutionsQ3 2022: 91 institutionsQ4 2022: 98 institutionsQ1 2023: 88 institutionsQ2 2023: 84 institutionsQ3 2023: 88 institutionsQ4 2023: 93 institutionsQ1 2024: 83 institutionsQ2 2024: 85 institutionsQ3 2024: 87 institutionsQ4 2024: 95 institutionsQ1 2025: 90 institutionsQ2 2025: 87 institutionsQ3 2025: 94 institutionsQ4 2025: 108 institutionsQ1 2026: 97 institutionsQ2 2026: 100 institutions
Value heldQ4 2021: $118.9M
Q1 2021: $130.7MQ2 2021: $124.9MQ3 2021: $121.1MQ4 2021: $118.9MQ1 2022: $114.8MQ2 2022: $113.4MQ3 2022: $110.2MQ4 2022: $117.6MQ1 2023: $114.9MQ2 2023: $113.4MQ3 2023: $109.1MQ4 2023: $121.1MQ1 2024: $116.7MQ2 2024: $119.1MQ3 2024: $125.2MQ4 2024: $131.5MQ1 2025: $136.4MQ2 2025: $144.0MQ3 2025: $145.0MQ4 2025: $144.2MQ1 2026: $141.6MQ2 2026: $138.9M
Institutions holding PPT and their total value by quarter
QuarterHoldersValue
Q2 2026100$138.9M
Q1 202697$141.6M
Q4 2025108$144.2M
Q3 202594$145.0M
Q2 202587$144.0M
Q1 202590$136.4M
Q4 202495$131.5M
Q3 202487$125.2M
Q2 202485$119.1M
Q1 202483$116.7M
Q4 202393$121.1M
Q3 202388$109.1M
Q2 202384$113.4M
Q1 202388$114.9M
Q4 202298$117.6M
Q3 202291$110.2M
Q2 202293$113.4M
Q1 202295$114.8M
Q4 2021100$118.9M
Q3 2021100$121.1M
Q2 2021105$124.9M
Q1 2021104$130.7M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q3 2021.

Institutions holding PPT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc16,720,173$71.4M1.68%+2,202,057+15.2%Added
Morgan Stanley1,579,193$6.74M0.00%−39,346−2.4%Reduced
Parametric Portfolio Associates LLC1,406,621$6.01M0.00%−37,792−2.6%Reduced
Invesco Ltd.1,069,714$4.57M0.00%−244,970−18.6%Reduced
Shaker Financial Services, LLC710,940$3.04M1.07%+227,597+47.1%Added
Raymond James & Associates600,358$2.56M0.00%−53,130−8.1%Reduced
Howard Wealth Management, LLC565,710$2.42M1.27%−168,785−23.0%Reduced
Janney Montgomery Scott LLC359,776$1.54M0.01%−72,731−16.8%Reduced
Raymond James Financial Services Advisors, Inc.358,763$1.53M0.00%−23,354−6.1%Reduced
Quad-Cities Investment Group, LLC348,700$1.49M0.93%−124,060−26.2%Reduced
Commonwealth Equity Services, LLC335,484$1.43M0.00%+9,046+2.8%Added
Bank of America Corp284,585$1.22M0.00%−49,636−14.9%Reduced
BerganKDV Wealth Management, LLC238,165$1.02M0.11%+10,268+4.5%Added
Apollon Wealth Management, LLC215,421$920.0K0.07%−16,976−7.3%Reduced
Shufro Rose & Co LLC178,800$763.0K0.06%+13,500+8.2%Added
Sterneck Capital Management, LLC167,207$714.0K0.42%00.0%Unchanged
UBS Group AG166,242$710.0K0.00%+2,590+1.6%Added
Future Financial Wealth Managment LLC152,886$653.0K0.52%−13,968−8.4%Reduced
Sanders Morris Harris LLC148,490$634.0K0.11%00.0%Unchanged
GWM Advisors LLC129,916$555.0K0.01%+129,916New
Royal Bank of Canada128,595$549.0K0.00%−14,075−9.9%Reduced
MML Investors Services, LLC110,710$473.0K0.00%−14,003−11.2%Reduced
Wells Fargo & Company101,432$434.0K0.00%−70,678−41.1%Reduced
Advisor Group Holdings, Inc.96,207$411.0K0.00%−12,900−11.8%Reduced
Cetera Advisor Networks LLC91,826$392.0K0.00%−26,115−22.1%Reduced
HighTower Advisors, LLC73,986$317.0K0.00%+2,147+3.0%Added
Level Four Advisory Services, LLC72,924$311.0K0.02%+72,924New
Pinnacle Associates Ltd71,650$306.0K0.01%−1,500−2.1%Reduced
Weiss Asset Management LP67,143$287.0K0.01%+67,143New
Oder Investment Management, LLC64,240$274.0K0.39%+195+0.3%Added
Cahill Financial Advisors Inc63,921$273.0K0.05%−19,409−23.3%Reduced
Cohen & Steers, Inc.61,600$263.0K0.00%00.0%Unchanged
Capital Investment Advisors, LLC61,238$261.0K0.01%00.0%Unchanged
Peapack Gladstone Financial Corp57,454$245.0K0.00%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC51,176$219.0K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC50,666$216.0K0.00%+13,912+37.9%Added
Citizens Financial Group Inc47,713$204.0K0.01%00.0%Unchanged
LPL Financial LLC38,297$164.0K0.00%−7,762−16.9%Reduced
AdvisorNet Financial, Inc37,100$158.0K0.01%−4,000−9.7%Reduced
David J Yvars Group36,897$158.0K0.10%+422+1.2%Added
Landscape Capital Management, L.L.C.36,518$156.0K0.02%+36,518New
The PNC Financial Services Group, Inc.35,685$153.0K0.00%+8,830+32.9%Added
Clear Harbor Asset Management, LLC33,980$145.0K0.02%−300−0.9%Reduced
Valley Brook Capital Group32,075$136.0K0.12%−625−1.9%Reduced
Clear Creek Financial Management, LLC30,794$131.0K0.02%00.0%Unchanged
Resources Investment Advisors, LLC.29,207$125.0K0.00%+230+0.8%Added
AE Wealth Management LLC28,124$120.0K0.00%+186+0.7%Added
International Assets Investment Management, LLC27,758$119.0K0.02%00.0%Unchanged
HRT Financial LP23,586$100.0K0.00%+23,586New
Cetera Investment Advisers22,900$98.0K0.00%−6,317−21.6%Reduced
Ballew Advisors, Inc21,837$93.0K0.06%00.0%Unchanged
Prospera Financial Services Inc21,631$92.0K0.00%00.0%Unchanged
Oppenheimer & Co Inc19,800$85.0K0.00%−4,900−19.8%Reduced
Pinnacle Financial Partners Inc17,970$77.0K0.00%00.0%Unchanged
CWM, LLC18,100$77.0K0.00%+18,100New
Private Advisor Group, LLC17,869$76.0K0.00%−1,335−7.0%Reduced
Mirador Capital Partners LP16,938$72.0K0.02%−33,562−66.5%Reduced
Fortitude Advisory Group L.L.C.15,874$68.0K0.03%+15,874New
Allworth Financial LP15,680$67.0K0.00%00.0%Unchanged
Two Sigma Securities, LLC14,795$63.0K0.01%+14,795New
Creative Planning13,027$56.0K0.00%00.0%Unchanged
Wedbush Securities Inc12,331$53.0K0.00%+12,331New
Mark Stevens12,170$52.0K0.01%00.0%Unchanged
Wealth Management Solutions, LLC12,105$52.0K0.03%+12,105New
Optimum Investment Advisors12,000$51.0K0.02%00.0%Unchanged
Regions Financial Corp11,900$51.0K0.00%00.0%Unchanged
Pekin Hardy Strauss, Inc.10,950$47.0K0.01%−10,000−47.7%Reduced
CIBC Private Wealth Group, LLC10,782$46.0K0.00%+102+1.0%Added
Millennium Management LLC10,715$46.0K0.00%+10,715New
HFG Advisors, Inc.10,461$45.0K0.05%+10,461New
Harbour Investments, Inc.10,246$44.0K0.00%−3,771−26.9%Reduced
Birchcreek Wealth Management, LLC10,271$44.0K0.04%00.0%Unchanged
Boenning & Scattergood, Inc.10,117$43.0K0.01%00.0%Unchanged
Smith, Moore & Co.10,000$43.0K0.01%00.0%Unchanged
GenTrust, LLC10,000$41.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.9,500$41.0K0.01%00.0%Unchanged
CoreCap Advisors, LLC9,125$39.0K0.00%+9,125New
American Portfolios Advisors8,100$34.6K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.7,500$32.0K0.02%+7,500New
Northwestern Mutual Wealth Management Co5,929$25.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc4,813$21.0K0.00%00.0%Unchanged
Rinkey Investments4,400$19.0K0.02%+4,400New
Spire Wealth Management3,849$16.0K0.00%+66+1.7%Added
US Bancorp3,500$15.0K0.00%00.0%Unchanged
National Bank of Canada3,000$13.0K0.00%+3,000New
Signet Financial Management, LLC3,153$13.0K0.00%+3,153New
Rockefeller Capital Management L.P.3,000$12.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.2,215$9.00K0.00%00.0%Unchanged
Proequities, Inc.2,000$9.00K0.00%00.0%Unchanged
Delta Asset Management LLC2,050$9.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC1,199$5.00K0.00%00.0%Unchanged
Boston Private Wealth LLC1,011$4.00K0.00%−505−33.3%Reduced
Covington Capital Management1,000$4.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.750$3.00K0.00%00.0%Unchanged
Gould Capital, LLC708$3.00K0.00%+708New
Antonetti Capital Management LLC550$2.00K0.00%00.0%Unchanged
Asset Dedication, LLC330$1.00K0.00%00.0%Unchanged
Whittier Trust Co140$1.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC174$1.00K0.00%+3+1.8%Added
FMR LLC1$00.00%00.0%Unchanged