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 2022
Institutional positions in Franklin Premier Income Trust as of Dec 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
- 98
- +8 vs. Q3 2022
- Shares held
- 32.4M
- +1.62M (+5.3%) vs. Q3 2022
- Total value
- $117.6M
- +$7.50M (+6.8%) vs. Q3 2022
- New holders
- 20
- 25 more added
- Sold out
- 12
- 26 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 17,175,182 | $62.3M | 1.75% | +876,923+5.4% | Added |
| Morgan Stanley | 2,324,937 | $8.44M | 0.00% | −608,009−20.7% | Reduced |
| 1607 Capital Partners, LLC | 1,876,594 | $6.81M | 0.47% | +100,100+5.6% | Added |
| Janney Montgomery Scott LLC | 1,321,931 | $4.80M | 0.02% | +148,970+12.7% | Added |
| Invesco Ltd. | 1,228,955 | $4.46M | 0.00% | −32,341−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,195,557 | $4.34M | 0.01% | +1,157,163+3,013.9% | Added |
| Karpus Management, Inc. | 1,120,519 | $4.07M | 0.14% | +275,358+32.6% | Added |
| Vivaldi Capital Management, LLC | 907,463 | $3.38M | 0.84% | +74,947+9.0% | Added |
| Raymond James & Associates | 471,016 | $1.71M | 0.00% | −148,146−23.9% | Reduced |
| Quad-Cities Investment Group, LLC | 442,532 | $1.61M | 1.18% | +106,843+31.8% | Added |
| Commonwealth Equity Services, LLC | 341,315 | $1.24M | 0.00% | −3,856−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 299,606 | $1.09M | 0.00% | −590.0% | Reduced |
| BerganKDV Wealth Management, LLC | 251,620 | $913.4K | 0.10% | +8,544+3.5% | Added |
| Shaker Financial Services, LLC | 246,804 | $902.3K | 0.42% | +174,558+241.6% | Added |
| Howard Wealth Management, LLC | 225,540 | $818.7K | 0.67% | −445,360−66.4% | Reduced |
| Bank of America Corp | 221,229 | $803.1K | 0.00% | −59,547−21.2% | Reduced |
| Shufro Rose & Co LLC | 157,200 | $570.6K | 0.05% | −9,300−5.6% | Reduced |
| Royal Bank of Canada | 145,297 | $528.0K | 0.00% | +924+0.6% | Added |
| Future Financial Wealth Managment LLC | 132,520 | $481.0K | 0.55% | +420.0% | Added |
| GWM Advisors LLC | 129,800 | $471.2K | 0.01% | −1,600−1.2% | Reduced |
| Sterneck Capital Management, LLC | 125,203 | $454.5K | 0.30% | −20,928−14.3% | Reduced |
| Walleye Capital LLC | 112,213 | $407.3K | 0.01% | +112,213 | New |
| UBS Group AG | 110,848 | $402.4K | 0.00% | −24,776−18.3% | Reduced |
| Oder Investment Management, LLC | 110,399 | $400.7K | 0.50% | −2,210−2.0% | Reduced |
| MML Investors Services, LLC | 107,582 | $391.0K | 0.00% | +25,460+31.0% | Added |
| Apollon Wealth Management, LLC | 97,726 | $354.7K | 0.03% | −11,791−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 76,698 | $278.0K | 0.00% | +13,297+21.0% | Added |
| Level Four Advisory Services, LLC | 73,717 | $267.6K | 0.02% | +793+1.1% | Added |
| International Assets Investment Management, LLC | 73,081 | $265.3K | 0.03% | +46,154+171.4% | Added |
| Cetera Investment Advisers | 69,155 | $251.0K | 0.00% | +18,961+37.8% | Added |
| Wells Fargo & Company | 64,140 | $232.8K | 0.00% | −9,362−12.7% | Reduced |
| Capital Investment Advisors, LLC | 58,298 | $212.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 57,471 | $208.6K | 0.00% | −256−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 53,835 | $195.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $185.8K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 47,897 | $173.9K | 0.00% | −7,956−14.2% | Reduced |
| SageView Advisory Group, LLC | 44,798 | $162.6K | 0.01% | +44,798 | New |
| Cetera Advisor Networks LLC | 44,106 | $160.1K | 0.00% | −37,687−46.1% | Reduced |
| Valley Brook Capital Group | 43,175 | $156.7K | 0.15% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 42,038 | $152.6K | 0.00% | −84−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 38,075 | $138.2K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 36,051 | $130.9K | 0.00% | +297+0.8% | Added |
| Clear Creek Financial Management, LLC | 33,319 | $120.9K | 0.03% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 31,950 | $116.0K | 0.05% | +31,950 | New |
| AE Wealth Management LLC | 29,905 | $108.6K | 0.00% | +1,871+6.7% | Added |
| Landscape Capital Management, L.L.C. | 27,803 | $100.9K | 0.01% | −11,785−29.8% | Reduced |
| Stifel Financial Corp | 24,104 | $87.5K | 0.00% | +6,642+38.0% | Added |
| David J Yvars Group | 23,956 | $87.0K | 0.11% | −543−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 21,517 | $78.0K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 19,038 | $69.1K | 0.03% | +19,038 | New |
| EP Wealth Advisors, LLC | 18,974 | $68.9K | 0.00% | +18,974 | New |
| Mariner, LLC | 18,748 | $68.0K | 0.00% | −3,711−16.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 18,386 | $66.7K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,627 | $60.4K | 0.00% | −1,108−6.2% | Reduced |
| First Foundation Advisors | 16,625 | $60.3K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,600 | $60.3K | 0.00% | −2,000−10.8% | Reduced |
| Creative Planning | 16,476 | $59.8K | 0.00% | +4,239+34.6% | Added |
| Aristides Capital LLC | 15,910 | $57.8K | 0.04% | +15,910 | New |
| Allworth Financial LP | 15,680 | $56.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,948 | $54.3K | 0.00% | +14,948 | New |
| National Asset Management, Inc. | 13,685 | $50.0K | 0.00% | +1,094+8.7% | Added |
| Mirador Capital Partners LP | 12,240 | $44.4K | 0.01% | −2,832−18.8% | Reduced |
| Mark Stevens | 12,170 | $44.0K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 12,000 | $43.6K | 0.02% | +12,000 | New |
| Regions Financial Corp | 11,900 | $43.0K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 11,800 | $42.8K | 0.01% | +11,800 | New |
| Cambridge Investment Research Advisors, Inc. | 11,580 | $42.0K | 0.00% | +11,580 | New |
| Park Avenue Securities LLC | 11,269 | $41.0K | 0.00% | −1,976−14.9% | Reduced |
| Boenning & Scattergood, Inc. | 10,117 | $40.0K | 0.01% | +10,117 | New |
| Smith, Moore & Co. | 10,900 | $39.6K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,612 | $38.5K | 0.00% | +10,612 | New |
| HFG Advisors, Inc. | 10,461 | $38.0K | 0.04% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 10,271 | $37.3K | 0.03% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 10,000 | $36.3K | 0.02% | +10,000 | New |
| CoreCap Advisors, LLC | 9,125 | $33.1K | 0.00% | +9,125 | New |
| Harbour Investments, Inc. | 9,000 | $32.7K | 0.00% | −1,246−12.2% | Reduced |
| IFP Advisors, Inc | 5,957 | $29.0K | 0.00% | +86+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 7,500 | $27.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7,250 | $26.3K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,272 | $26.0K | 0.00% | +91+1.3% | Added |
| Global Retirement Partners, LLC | 5,367 | $19.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,839 | $17.7K | 0.00% | +26+0.5% | Added |
| Bartlett & Co. LLC | 4,500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,050 | $7.44K | 0.00% | +2,050 | New |
| Belpointe Asset Management LLC | 2,031 | $7.37K | 0.00% | +2,031 | New |
| Highlander Capital Management, LLC | 1,199 | $4.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 895 | $3.25K | 0.00% | +895 | New |
| Advisory Services Network, LLC | 889 | $3.23K | 0.00% | +889 | New |
| Gould Capital, LLC | 708 | $2.57K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 388 | $1.41K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 330 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 140 | $508 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,268 | $41 | 0.00% | +133+1.2% | Added |
| New England Capital Financial Advisors LLC | 4 | $13 | 0.00% | +4 | New |
| FMR LLC | 1 | $4 | 0.00% | +1 | New |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −148,490−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |