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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 140 | $0 | 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 |
| Antonetti Capital Management LLC | 550 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,199 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,218 | $8.00K | 0.00% | +2,218 | New |
| National Bank of Canada | 3,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,813 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,367 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,181 | $25.0K | 0.00% | −154−2.1% | Reduced |
| Barrett & Company, Inc. | 7,250 | $26.3K | 0.02% | +7,250 | New |
| Brown, Lisle/Cummings, Inc. | 7,500 | $26.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 8,197 | $29.3K | 0.00% | +73+0.9% | Added |
| 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 |
| Harbour Investments, Inc. | 10,246 | $39.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,900 | $39.0K | 0.01% | +10,900 | 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 |
| Wealthsource Partners, LLC | 11,385 | $41.0K | 0.00% | +11,385 | New |
| Regions Financial Corp | 11,900 | $43.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,237 | $44.0K | 0.00% | −790−6.1% | Reduced |
| Mark Stevens | 12,170 | $44.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Park Avenue Securities LLC | 13,245 | $47.0K | 0.00% | −363−2.7% | Reduced |
| Mirador Capital Partners LP | 15,072 | $54.0K | 0.01% | +155+1.0% | Added |
| Allworth Financial LP | 15,680 | $56.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Fortitude Advisory Group L.L.C. | 18,386 | $66.0K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 18,600 | $67.0K | 0.00% | 00.0% | Unchanged |
| Columbia Asset Management | 20,000 | $72.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 21,517 | $77.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 22,459 | $80.0K | 0.00% | +22,459 | New |
| Ballew Advisors, Inc | 22,810 | $81.0K | 0.07% | 00.0% | Unchanged |
| David J Yvars Group | 24,499 | $88.0K | 0.10% | −1,016−4.0% | Reduced |
| International Assets Investment Management, LLC | 26,927 | $96.0K | 0.02% | +5,727+27.0% | Added |
| AE Wealth Management LLC | 28,034 | $100.0K | 0.00% | +568+2.1% | Added |
| Clear Creek Financial Management, LLC | 33,319 | $119.0K | 0.03% | +2,525+8.2% | Added |
| Resources Investment Advisors, LLC. | 35,754 | $128.0K | 0.00% | +277+0.8% | Added |
| 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 |
| Landscape Capital Management, L.L.C. | 39,588 | $142.0K | 0.02% | −14,761−27.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,122 | $151.0K | 0.00% | −24,696−37.0% | Reduced |
| Valley Brook Capital Group | 43,175 | $154.0K | 0.17% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 47,000 | $169.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 50,194 | $180.0K | 0.00% | +21,463+74.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $183.0K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 53,835 | $193.0K | 0.00% | −1,810−3.3% | Reduced |
| Susquehanna International Group, LLP | 55,853 | $200.0K | 0.00% | +45,009+415.1% | Added |
| LPL Financial LLC | 57,727 | $207.0K | 0.00% | +1,423+2.5% | Added |
| Capital Investment Advisors, LLC | 58,298 | $209.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 63,401 | $227.0K | 0.00% | +1,151+1.8% | Added |
| Shaker Financial Services, LLC | 72,246 | $259.0K | 0.13% | +8,218+12.8% | Added |
| Level Four Advisory Services, LLC | 72,924 | $261.0K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 73,502 | $263.0K | 0.00% | +1,599+2.2% | Added |
| Cetera Advisor Networks LLC | 81,793 | $293.0K | 0.00% | −22,709−21.7% | Reduced |
| MML Investors Services, LLC | 82,122 | $294.0K | 0.00% | −156−0.2% | Reduced |
| Apollon Wealth Management, LLC | 109,517 | $392.0K | 0.03% | +461+0.4% | Added |
| Oder Investment Management, LLC | 112,609 | $403.0K | 0.47% | +742+0.7% | Added |
| GWM Advisors LLC | 131,400 | $470.0K | 0.01% | −600−0.5% | Reduced |
| UBS Group AG | 135,624 | $485.0K | 0.00% | +31,951+30.8% | Added |
| Future Financial Wealth Managment LLC | 132,478 | $503.0K | 0.58% | −26,066−16.4% | Reduced |
| Royal Bank of Canada | 144,373 | $517.0K | 0.00% | +1,925+1.4% | Added |
| Sterneck Capital Management, LLC | 146,131 | $523.0K | 0.37% | −2,500−1.7% | Reduced |
| Sanders Morris Harris LLC | 148,490 | $531.0K | 0.13% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 166,500 | $596.0K | 0.06% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 243,076 | $870.0K | 0.10% | −5,084−2.0% | Reduced |
| Bank of America Corp | 280,776 | $1.00M | 0.00% | −40,017−12.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 299,665 | $1.07M | 0.00% | +19,620+7.0% | Added |
| Quad-Cities Investment Group, LLC | 335,689 | $1.20M | 0.93% | +23,142+7.4% | Added |
| Commonwealth Equity Services, LLC | 345,171 | $1.24M | 0.00% | +25,700+8.0% | Added |
| Raymond James & Associates | 619,162 | $2.22M | 0.00% | −52,617−7.8% | Reduced |
| Howard Wealth Management, LLC | 670,900 | $2.40M | 1.70% | −31,510−4.5% | Reduced |
| Vivaldi Capital Management, LLC | 832,516 | $2.94M | 0.79% | +131,306+18.7% | Added |
| Karpus Management, Inc. | 845,161 | $3.03M | 0.11% | −618,031−42.2% | Reduced |
| Janney Montgomery Scott LLC | 1,172,961 | $4.20M | 0.02% | +510,786+77.1% | Added |
| Invesco Ltd. | 1,261,296 | $4.51M | 0.00% | +25,220+2.0% | Added |
| 1607 Capital Partners, LLC | 1,776,494 | $6.36M | 0.49% | +63,463+3.7% | Added |
| Morgan Stanley | 2,932,946 | $10.5M | 0.00% | −245,573−7.7% | Reduced |
| Sit Investment Associates Inc | 16,298,259 | $58.3M | 1.74% | +1,172,651+7.8% | Added |
| 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 |