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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 330 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 140 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 174 | $1.00K | 0.00% | +3+1.8% | Added |
| Antonetti Capital Management LLC | 550 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 750 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $3.00K | 0.00% | +708 | New |
| Boston Private Wealth LLC | 1,011 | $4.00K | 0.00% | −505−33.3% | Reduced |
| Covington Capital Management | 1,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,199 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,215 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,050 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,000 | $13.0K | 0.00% | +3,000 | New |
| Signet Financial Management, LLC | 3,153 | $13.0K | 0.00% | +3,153 | New |
| US Bancorp | 3,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,849 | $16.0K | 0.00% | +66+1.7% | Added |
| Rinkey Investments | 4,400 | $19.0K | 0.02% | +4,400 | New |
| Salem Investment Counselors Inc | 4,813 | $21.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,929 | $25.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7,500 | $32.0K | 0.02% | +7,500 | New |
| American Portfolios Advisors | 8,100 | $34.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9,125 | $39.0K | 0.00% | +9,125 | New |
| GenTrust, LLC | 10,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 9,500 | $41.0K | 0.01% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 10,117 | $43.0K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,246 | $44.0K | 0.00% | −3,771−26.9% | Reduced |
| Birchcreek Wealth Management, LLC | 10,271 | $44.0K | 0.04% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 10,461 | $45.0K | 0.05% | +10,461 | New |
| CIBC Private Wealth Group, LLC | 10,782 | $46.0K | 0.00% | +102+1.0% | Added |
| Millennium Management LLC | 10,715 | $46.0K | 0.00% | +10,715 | New |
| Pekin Hardy Strauss, Inc. | 10,950 | $47.0K | 0.01% | −10,000−47.7% | Reduced |
| Optimum Investment Advisors | 12,000 | $51.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 11,900 | $51.0K | 0.00% | 00.0% | Unchanged |
| Mark Stevens | 12,170 | $52.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 12,105 | $52.0K | 0.03% | +12,105 | New |
| Wedbush Securities Inc | 12,331 | $53.0K | 0.00% | +12,331 | New |
| Creative Planning | 13,027 | $56.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,795 | $63.0K | 0.01% | +14,795 | New |
| Allworth Financial LP | 15,680 | $67.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 15,874 | $68.0K | 0.03% | +15,874 | New |
| Mirador Capital Partners LP | 16,938 | $72.0K | 0.02% | −33,562−66.5% | Reduced |
| Private Advisor Group, LLC | 17,869 | $76.0K | 0.00% | −1,335−7.0% | Reduced |
| Pinnacle Financial Partners Inc | 17,970 | $77.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 18,100 | $77.0K | 0.00% | +18,100 | New |
| Oppenheimer & Co Inc | 19,800 | $85.0K | 0.00% | −4,900−19.8% | Reduced |
| Prospera Financial Services Inc | 21,631 | $92.0K | 0.00% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 21,837 | $93.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,900 | $98.0K | 0.00% | −6,317−21.6% | Reduced |
| HRT Financial LP | 23,586 | $100.0K | 0.00% | +23,586 | New |
| International Assets Investment Management, LLC | 27,758 | $119.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 28,124 | $120.0K | 0.00% | +186+0.7% | Added |
| Resources Investment Advisors, LLC. | 29,207 | $125.0K | 0.00% | +230+0.8% | Added |
| Clear Creek Financial Management, LLC | 30,794 | $131.0K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 32,075 | $136.0K | 0.12% | −625−1.9% | Reduced |
| Clear Harbor Asset Management, LLC | 33,980 | $145.0K | 0.02% | −300−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 35,685 | $153.0K | 0.00% | +8,830+32.9% | Added |
| Landscape Capital Management, L.L.C. | 36,518 | $156.0K | 0.02% | +36,518 | New |
| AdvisorNet Financial, Inc | 37,100 | $158.0K | 0.01% | −4,000−9.7% | Reduced |
| David J Yvars Group | 36,897 | $158.0K | 0.10% | +422+1.2% | Added |
| LPL Financial LLC | 38,297 | $164.0K | 0.00% | −7,762−16.9% | Reduced |
| Citizens Financial Group Inc | 47,713 | $204.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 50,666 | $216.0K | 0.00% | +13,912+37.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $219.0K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 57,454 | $245.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 61,238 | $261.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 61,600 | $263.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 63,921 | $273.0K | 0.05% | −19,409−23.3% | Reduced |
| Oder Investment Management, LLC | 64,240 | $274.0K | 0.39% | +195+0.3% | Added |
| Weiss Asset Management LP | 67,143 | $287.0K | 0.01% | +67,143 | New |
| Pinnacle Associates Ltd | 71,650 | $306.0K | 0.01% | −1,500−2.1% | Reduced |
| Level Four Advisory Services, LLC | 72,924 | $311.0K | 0.02% | +72,924 | New |
| HighTower Advisors, LLC | 73,986 | $317.0K | 0.00% | +2,147+3.0% | Added |
| Cetera Advisor Networks LLC | 91,826 | $392.0K | 0.00% | −26,115−22.1% | Reduced |
| Advisor Group Holdings, Inc. | 96,207 | $411.0K | 0.00% | −12,900−11.8% | Reduced |
| Wells Fargo & Company | 101,432 | $434.0K | 0.00% | −70,678−41.1% | Reduced |
| MML Investors Services, LLC | 110,710 | $473.0K | 0.00% | −14,003−11.2% | Reduced |
| Royal Bank of Canada | 128,595 | $549.0K | 0.00% | −14,075−9.9% | Reduced |
| GWM Advisors LLC | 129,916 | $555.0K | 0.01% | +129,916 | New |
| Sanders Morris Harris LLC | 148,490 | $634.0K | 0.11% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 152,886 | $653.0K | 0.52% | −13,968−8.4% | Reduced |
| UBS Group AG | 166,242 | $710.0K | 0.00% | +2,590+1.6% | Added |
| Sterneck Capital Management, LLC | 167,207 | $714.0K | 0.42% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 178,800 | $763.0K | 0.06% | +13,500+8.2% | Added |
| Apollon Wealth Management, LLC | 215,421 | $920.0K | 0.07% | −16,976−7.3% | Reduced |
| BerganKDV Wealth Management, LLC | 238,165 | $1.02M | 0.11% | +10,268+4.5% | Added |
| Bank of America Corp | 284,585 | $1.22M | 0.00% | −49,636−14.9% | Reduced |
| Commonwealth Equity Services, LLC | 335,484 | $1.43M | 0.00% | +9,046+2.8% | Added |
| Quad-Cities Investment Group, LLC | 348,700 | $1.49M | 0.93% | −124,060−26.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 358,763 | $1.53M | 0.00% | −23,354−6.1% | Reduced |
| Janney Montgomery Scott LLC | 359,776 | $1.54M | 0.01% | −72,731−16.8% | Reduced |
| Howard Wealth Management, LLC | 565,710 | $2.42M | 1.27% | −168,785−23.0% | Reduced |
| Raymond James & Associates | 600,358 | $2.56M | 0.00% | −53,130−8.1% | Reduced |
| Shaker Financial Services, LLC | 710,940 | $3.04M | 1.07% | +227,597+47.1% | Added |
| Invesco Ltd. | 1,069,714 | $4.57M | 0.00% | −244,970−18.6% | Reduced |
| Parametric Portfolio Associates LLC | 1,406,621 | $6.01M | 0.00% | −37,792−2.6% | Reduced |
| Morgan Stanley | 1,579,193 | $6.74M | 0.00% | −39,346−2.4% | Reduced |
| Sit Investment Associates Inc | 16,720,173 | $71.4M | 1.68% | +2,202,057+15.2% | Added |