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 2022
Institutional positions in Franklin Premier Income Trust as of Sep 30, 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
- 91
- −2 vs. Q2 2022
- Shares held
- 30.8M
- +929.7K (+3.1%) vs. Q2 2022
- Total value
- $110.2M
- −$3.29M (−2.9%) vs. Q2 2022
- New holders
- 11
- 28 more added
- Sold out
- 13
- 20 more reduced
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 16,298,259 | $58.3M | 1.74% | +1,172,651+7.8% | Added |
| Morgan Stanley | 2,932,946 | $10.5M | 0.00% | −245,573−7.7% | Reduced |
| 1607 Capital Partners, LLC | 1,776,494 | $6.36M | 0.49% | +63,463+3.7% | Added |
| Invesco Ltd. | 1,261,296 | $4.51M | 0.00% | +25,220+2.0% | Added |
| Janney Montgomery Scott LLC | 1,172,961 | $4.20M | 0.02% | +510,786+77.1% | Added |
| Karpus Management, Inc. | 845,161 | $3.03M | 0.11% | −618,031−42.2% | Reduced |
| Vivaldi Capital Management, LLC | 832,516 | $2.94M | 0.79% | +131,306+18.7% | Added |
| Howard Wealth Management, LLC | 670,900 | $2.40M | 1.70% | −31,510−4.5% | Reduced |
| Raymond James & Associates | 619,162 | $2.22M | 0.00% | −52,617−7.8% | Reduced |
| Commonwealth Equity Services, LLC | 345,171 | $1.24M | 0.00% | +25,700+8.0% | Added |
| Quad-Cities Investment Group, LLC | 335,689 | $1.20M | 0.93% | +23,142+7.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 299,665 | $1.07M | 0.00% | +19,620+7.0% | Added |
| Bank of America Corp | 280,776 | $1.00M | 0.00% | −40,017−12.5% | Reduced |
| BerganKDV Wealth Management, LLC | 243,076 | $870.0K | 0.10% | −5,084−2.0% | Reduced |
| Shufro Rose & Co LLC | 166,500 | $596.0K | 0.06% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 148,490 | $531.0K | 0.13% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 146,131 | $523.0K | 0.37% | −2,500−1.7% | Reduced |
| Royal Bank of Canada | 144,373 | $517.0K | 0.00% | +1,925+1.4% | Added |
| Future Financial Wealth Managment LLC | 132,478 | $503.0K | 0.58% | −26,066−16.4% | Reduced |
| UBS Group AG | 135,624 | $485.0K | 0.00% | +31,951+30.8% | Added |
| GWM Advisors LLC | 131,400 | $470.0K | 0.01% | −600−0.5% | Reduced |
| Oder Investment Management, LLC | 112,609 | $403.0K | 0.47% | +742+0.7% | Added |
| Apollon Wealth Management, LLC | 109,517 | $392.0K | 0.03% | +461+0.4% | Added |
| MML Investors Services, LLC | 82,122 | $294.0K | 0.00% | −156−0.2% | Reduced |
| Cetera Advisor Networks LLC | 81,793 | $293.0K | 0.00% | −22,709−21.7% | Reduced |
| Wells Fargo & Company | 73,502 | $263.0K | 0.00% | +1,599+2.2% | Added |
| Level Four Advisory Services, LLC | 72,924 | $261.0K | 0.03% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 72,246 | $259.0K | 0.13% | +8,218+12.8% | Added |
| Advisor Group Holdings, Inc. | 63,401 | $227.0K | 0.00% | +1,151+1.8% | Added |
| Capital Investment Advisors, LLC | 58,298 | $209.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 57,727 | $207.0K | 0.00% | +1,423+2.5% | Added |
| Susquehanna International Group, LLP | 55,853 | $200.0K | 0.00% | +45,009+415.1% | Added |
| Peapack Gladstone Financial Corp | 53,835 | $193.0K | 0.00% | −1,810−3.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $183.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 50,194 | $180.0K | 0.00% | +21,463+74.7% | Added |
| Cresset Asset Management, LLC | 47,000 | $169.0K | 0.00% | 00.0% | Unchanged |
| Valley Brook Capital Group | 43,175 | $154.0K | 0.17% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 42,122 | $151.0K | 0.00% | −24,696−37.0% | Reduced |
| Landscape Capital Management, L.L.C. | 39,588 | $142.0K | 0.02% | −14,761−27.2% | Reduced |
| The PNC Financial Services Group, Inc. | 38,075 | $137.0K | 0.00% | +2,390+6.7% | Added |
| Allspring Global Investments Holdings, LLC | 38,394 | $137.0K | 0.00% | +38,394 | New |
| Resources Investment Advisors, LLC. | 35,754 | $128.0K | 0.00% | +277+0.8% | Added |
| Clear Creek Financial Management, LLC | 33,319 | $119.0K | 0.03% | +2,525+8.2% | Added |
| AE Wealth Management LLC | 28,034 | $100.0K | 0.00% | +568+2.1% | Added |
| International Assets Investment Management, LLC | 26,927 | $96.0K | 0.02% | +5,727+27.0% | Added |
| David J Yvars Group | 24,499 | $88.0K | 0.10% | −1,016−4.0% | Reduced |
| Ballew Advisors, Inc | 22,810 | $81.0K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 22,459 | $80.0K | 0.00% | +22,459 | New |
| Integrated Wealth Concepts LLC | 21,517 | $77.0K | 0.00% | 00.0% | Unchanged |
| Columbia Asset Management | 20,000 | $72.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 18,600 | $67.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,386 | $66.0K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,462 | $63.0K | 0.00% | −1,116−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,735 | $63.0K | 0.00% | +2,056+13.1% | Added |
| Cahill Financial Advisors Inc | 16,748 | $60.0K | 0.01% | −14,234−45.9% | Reduced |
| First Foundation Advisors | 16,625 | $60.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15,680 | $56.0K | 0.00% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 15,072 | $54.0K | 0.01% | +155+1.0% | Added |
| Park Avenue Securities LLC | 13,245 | $47.0K | 0.00% | −363−2.7% | Reduced |
| Citadel Advisors LLC | 12,923 | $46.0K | 0.00% | +12,923 | New |
| National Asset Management, Inc. | 12,591 | $46.0K | 0.00% | +12,591 | New |
| Creative Planning | 12,237 | $44.0K | 0.00% | −790−6.1% | Reduced |
| Mark Stevens | 12,170 | $44.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 11,900 | $43.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 11,385 | $41.0K | 0.00% | +11,385 | New |
| CIBC Private Wealth Group, LLC | 11,135 | $40.0K | 0.00% | +123+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,082 | $40.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,246 | $39.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,900 | $39.0K | 0.01% | +10,900 | New |
| HFG Advisors, Inc. | 10,461 | $37.0K | 0.05% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 10,271 | $37.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,270 | $37.0K | 0.00% | +10,270 | New |
| American Portfolios Advisors | 8,197 | $29.3K | 0.00% | +73+0.9% | Added |
| Investors Asset Management of Georgia Inc | 8,038 | $29.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,871 | $29.0K | 0.00% | +85+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 7,500 | $26.9K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7,250 | $26.3K | 0.02% | +7,250 | New |
| Rockefeller Capital Management L.P. | 7,181 | $25.0K | 0.00% | −154−2.1% | Reduced |
| Global Retirement Partners, LLC | 5,367 | $20.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,813 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,218 | $8.00K | 0.00% | +2,218 | New |
| Highlander Capital Management, LLC | 1,199 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $3.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 550 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 330 | $1.00K | 0.00% | +330 | New |
| EverSource Wealth Advisors, LLC | 388 | $1.00K | 0.00% | +388 | New |
| Whittier Trust Co | 140 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −61,150−100.0% | Sold out |
| Shepherd Kaplan Krochuk, LLC | 0 | $0 | 0.00% | −41,860−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −31,280−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −10,236−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −9,125−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −7,042−100.0% | Sold out |