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, Q1 2022
Institutional positions in Franklin Premier Income Trust as of Mar 31, 2022. 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
- 95
- −3 vs. Q4 2021
- Shares held
- 28.8M
- +952.7K (+3.4%) vs. Q4 2021
- Total value
- $114.8M
- −$4.05M (−3.4%) vs. Q4 2021
- New holders
- 15
- 23 more added
- Sold out
- 18
- 25 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co | 140 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 330 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 177 | $1.00K | 0.00% | +3+1.7% | Added |
| Antonetti Capital Management LLC | 550 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,011 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 914 | $4.00K | 0.00% | +914 | New |
| Highlander Capital Management, LLC | 1,199 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,923 | $16.0K | 0.00% | +74+1.9% | Added |
| Salem Investment Counselors Inc | 4,813 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,757 | $19.0K | 0.00% | +4,757 | New |
| Bartlett & Co. Wealth Management LLC | 4,757 | $19.1K | 0.00% | +4,757 | New |
| Global Retirement Partners, LLC | 5,367 | $20.0K | 0.00% | +5,367 | New |
| Northwestern Mutual Wealth Management Co | 5,929 | $24.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,042 | $28.0K | 0.00% | +4,827+217.9% | Added |
| IFP Advisors, Inc | 5,786 | $28.0K | 0.00% | +5,786 | New |
| Brown, Lisle/Cummings, Inc. | 7,500 | $29.9K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 8,100 | $32.3K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 9,500 | $38.0K | 0.01% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 10,117 | $40.0K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $40.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,105 | $40.0K | 0.00% | +10,105 | New |
| Birchcreek Wealth Management, LLC | 10,271 | $41.0K | 0.04% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 10,461 | $42.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,429 | $42.0K | 0.01% | +10,429 | New |
| CIBC Private Wealth Group, LLC | 10,893 | $43.0K | 0.00% | +111+1.0% | Added |
| Regions Financial Corp | 11,900 | $47.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 12,000 | $48.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 11,900 | $48.0K | 0.00% | +11,900 | New |
| Mark Stevens | 12,170 | $49.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 12,557 | $50.0K | 0.00% | +12,557 | New |
| Creative Planning | 13,027 | $52.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15,680 | $63.0K | 0.00% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 17,259 | $69.0K | 0.01% | +321+1.9% | Added |
| CWM, LLC | 18,100 | $72.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,386 | $73.0K | 0.04% | +2,512+15.8% | Added |
| Oppenheimer & Co Inc | 18,600 | $74.0K | 0.00% | −1,200−6.1% | Reduced |
| Prospera Financial Services Inc | 19,500 | $78.0K | 0.00% | −2,131−9.9% | Reduced |
| International Assets Investment Management, LLC | 21,200 | $85.0K | 0.02% | −6,558−23.6% | Reduced |
| Ballew Advisors, Inc | 21,837 | $85.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 23,072 | $92.0K | 0.00% | +172+0.8% | Added |
| AE Wealth Management LLC | 26,928 | $107.0K | 0.00% | −1,196−4.3% | Reduced |
| Clear Creek Financial Management, LLC | 30,794 | $123.0K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 31,280 | $125.0K | 0.01% | −2,700−7.9% | Reduced |
| San Luis Wealth Advisors LLC | 31,500 | $135.0K | 0.07% | +31,500 | New |
| Logan Stone Capital, LLC | 34,894 | $139.0K | 0.10% | +34,894 | New |
| Resources Investment Advisors, LLC. | 35,207 | $140.0K | 0.01% | +6,000+20.5% | Added |
| Stifel Financial Corp | 35,017 | $140.0K | 0.00% | +35,017 | New |
| The PNC Financial Services Group, Inc. | 35,685 | $143.0K | 0.00% | 00.0% | Unchanged |
| David J Yvars Group | 42,974 | $171.0K | 0.12% | +6,077+16.5% | Added |
| Valley Brook Capital Group | 46,075 | $183.0K | 0.16% | +14,000+43.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $204.0K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 55,645 | $222.0K | 0.00% | −1,809−3.1% | Reduced |
| Capital Investment Advisors, LLC | 57,434 | $229.0K | 0.01% | −3,804−6.2% | Reduced |
| LPL Financial LLC | 59,898 | $239.0K | 0.00% | +21,601+56.4% | Added |
| Cahill Financial Advisors Inc | 62,275 | $248.0K | 0.05% | −1,646−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 63,202 | $252.0K | 0.00% | +12,536+24.7% | Added |
| Pinnacle Associates Ltd | 67,150 | $268.0K | 0.00% | −4,500−6.3% | Reduced |
| HighTower Advisors, LLC | 70,052 | $279.0K | 0.00% | −3,934−5.3% | Reduced |
| Level Four Advisory Services, LLC | 72,924 | $291.0K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 83,472 | $333.0K | 0.00% | −17,960−17.7% | Reduced |
| Advisor Group Holdings, Inc. | 86,964 | $347.0K | 0.00% | −9,243−9.6% | Reduced |
| Landscape Capital Management, L.L.C. | 93,556 | $373.0K | 0.05% | +57,038+156.2% | Added |
| UBS Group AG | 95,570 | $382.0K | 0.00% | −70,672−42.5% | Reduced |
| Cetera Advisor Networks LLC | 103,121 | $411.0K | 0.00% | +11,295+12.3% | Added |
| MML Investors Services, LLC | 110,601 | $441.0K | 0.00% | −109−0.1% | Reduced |
| Oder Investment Management, LLC | 115,809 | $458.0K | 0.52% | +51,569+80.3% | Added |
| Royal Bank of Canada | 124,582 | $497.0K | 0.00% | −4,013−3.1% | Reduced |
| GWM Advisors LLC | 128,100 | $511.0K | 0.01% | −1,816−1.4% | Reduced |
| Sterneck Capital Management, LLC | 143,423 | $572.0K | 0.34% | −23,784−14.2% | Reduced |
| Sanders Morris Harris LLC | 148,490 | $592.0K | 0.12% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 158,544 | $633.0K | 0.52% | +5,658+3.7% | Added |
| Shufro Rose & Co LLC | 166,500 | $664.0K | 0.05% | −12,300−6.9% | Reduced |
| Apollon Wealth Management, LLC | 194,019 | $774.0K | 0.05% | −21,402−9.9% | Reduced |
| BerganKDV Wealth Management, LLC | 271,508 | $1.08M | 0.12% | +33,343+14.0% | Added |
| Vivaldi Capital Management, LLC | 329,952 | $1.26M | 0.33% | +329,952 | New |
| Commonwealth Equity Services, LLC | 326,814 | $1.30M | 0.00% | −8,670−2.6% | Reduced |
| Quad-Cities Investment Group, LLC | 336,384 | $1.34M | 0.86% | −12,316−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 340,641 | $1.36M | 0.00% | −18,122−5.1% | Reduced |
| Bank of America Corp | 445,454 | $1.78M | 0.00% | +160,869+56.5% | Added |
| Janney Montgomery Scott LLC | 448,366 | $1.79M | 0.01% | +88,590+24.6% | Added |
| Shaker Financial Services, LLC | 457,897 | $1.83M | 0.69% | −253,043−35.6% | Reduced |
| Raymond James & Associates | 525,988 | $2.10M | 0.00% | −74,370−12.4% | Reduced |
| Howard Wealth Management, LLC | 706,485 | $2.82M | 1.53% | +140,775+24.9% | Added |
| 1607 Capital Partners, LLC | 711,385 | $2.84M | 0.17% | +711,385 | New |
| Invesco Ltd. | 1,273,011 | $5.08M | 0.00% | +203,297+19.0% | Added |
| Karpus Management, Inc. | 1,453,492 | $5.80M | 0.18% | +1,453,492 | New |
| Morgan Stanley | 1,620,435 | $6.47M | 0.00% | +41,242+2.6% | Added |
| Parametric Portfolio Associates LLC | 2,105,976 | $8.40M | 0.00% | +699,355+49.7% | Added |
| Sit Investment Associates Inc | 14,368,689 | $57.3M | 1.54% | −2,351,484−14.1% | Reduced |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −67,143−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −61,600−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −47,713−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −37,100−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,586−100.0% | Sold out |