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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $4 | 0.00% | +1 | New |
| New England Capital Financial Advisors LLC | 4 | $13 | 0.00% | +4 | New |
| CIBC Private Wealth Group, LLC | 11,268 | $41 | 0.00% | +133+1.2% | Added |
| Whittier Trust Co | 140 | $508 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 330 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 388 | $1.41K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.57K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 889 | $3.23K | 0.00% | +889 | New |
| Money Concepts Capital Corp | 895 | $3.25K | 0.00% | +895 | New |
| Highlander Capital Management, LLC | 1,199 | $4.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,031 | $7.37K | 0.00% | +2,031 | New |
| Delta Asset Management LLC | 2,050 | $7.44K | 0.00% | +2,050 | New |
| National Bank of Canada | 3,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,839 | $17.7K | 0.00% | +26+0.5% | Added |
| Global Retirement Partners, LLC | 5,367 | $19.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,272 | $26.0K | 0.00% | +91+1.3% | Added |
| Barrett & Company, Inc. | 7,250 | $26.3K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7,500 | $27.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,957 | $29.0K | 0.00% | +86+1.5% | Added |
| Harbour Investments, Inc. | 9,000 | $32.7K | 0.00% | −1,246−12.2% | Reduced |
| CoreCap Advisors, LLC | 9,125 | $33.1K | 0.00% | +9,125 | New |
| Taylor Hoffman Wealth Management | 10,000 | $36.3K | 0.02% | +10,000 | New |
| Birchcreek Wealth Management, LLC | 10,271 | $37.3K | 0.03% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 10,461 | $38.0K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,612 | $38.5K | 0.00% | +10,612 | New |
| Smith, Moore & Co. | 10,900 | $39.6K | 0.01% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 10,117 | $40.0K | 0.01% | +10,117 | New |
| Park Avenue Securities LLC | 11,269 | $41.0K | 0.00% | −1,976−14.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,580 | $42.0K | 0.00% | +11,580 | New |
| Pekin Hardy Strauss, Inc. | 11,800 | $42.8K | 0.01% | +11,800 | New |
| Regions Financial Corp | 11,900 | $43.0K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 12,000 | $43.6K | 0.02% | +12,000 | New |
| Mark Stevens | 12,170 | $44.0K | 0.01% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 12,240 | $44.4K | 0.01% | −2,832−18.8% | Reduced |
| National Asset Management, Inc. | 13,685 | $50.0K | 0.00% | +1,094+8.7% | Added |
| Jane Street Group, LLC | 14,948 | $54.3K | 0.00% | +14,948 | New |
| Allworth Financial LP | 15,680 | $56.9K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 15,910 | $57.8K | 0.04% | +15,910 | New |
| Creative Planning | 16,476 | $59.8K | 0.00% | +4,239+34.6% | Added |
| Oppenheimer & Co Inc | 16,600 | $60.3K | 0.00% | −2,000−10.8% | Reduced |
| First Foundation Advisors | 16,625 | $60.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,627 | $60.4K | 0.00% | −1,108−6.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 18,386 | $66.7K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 18,748 | $68.0K | 0.00% | −3,711−16.5% | Reduced |
| EP Wealth Advisors, LLC | 18,974 | $68.9K | 0.00% | +18,974 | New |
| Logan Stone Capital, LLC | 19,038 | $69.1K | 0.03% | +19,038 | New |
| Integrated Wealth Concepts LLC | 21,517 | $78.0K | 0.00% | 00.0% | Unchanged |
| David J Yvars Group | 23,956 | $87.0K | 0.11% | −543−2.2% | Reduced |
| Stifel Financial Corp | 24,104 | $87.5K | 0.00% | +6,642+38.0% | Added |
| Landscape Capital Management, L.L.C. | 27,803 | $100.9K | 0.01% | −11,785−29.8% | Reduced |
| AE Wealth Management LLC | 29,905 | $108.6K | 0.00% | +1,871+6.7% | Added |
| Whitener Capital Management, Inc. | 31,950 | $116.0K | 0.05% | +31,950 | New |
| Clear Creek Financial Management, LLC | 33,319 | $120.9K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 36,051 | $130.9K | 0.00% | +297+0.8% | Added |
| The PNC Financial Services Group, Inc. | 38,075 | $138.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 42,038 | $152.6K | 0.00% | −84−0.2% | Reduced |
| Valley Brook Capital Group | 43,175 | $156.7K | 0.15% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 44,106 | $160.1K | 0.00% | −37,687−46.1% | Reduced |
| SageView Advisory Group, LLC | 44,798 | $162.6K | 0.01% | +44,798 | New |
| Susquehanna International Group, LLP | 47,897 | $173.9K | 0.00% | −7,956−14.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $185.8K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 53,835 | $195.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 57,471 | $208.6K | 0.00% | −256−0.4% | Reduced |
| Capital Investment Advisors, LLC | 58,298 | $212.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 64,140 | $232.8K | 0.00% | −9,362−12.7% | Reduced |
| Cetera Investment Advisers | 69,155 | $251.0K | 0.00% | +18,961+37.8% | Added |
| International Assets Investment Management, LLC | 73,081 | $265.3K | 0.03% | +46,154+171.4% | Added |
| Level Four Advisory Services, LLC | 73,717 | $267.6K | 0.02% | +793+1.1% | Added |
| Advisor Group Holdings, Inc. | 76,698 | $278.0K | 0.00% | +13,297+21.0% | Added |
| Apollon Wealth Management, LLC | 97,726 | $354.7K | 0.03% | −11,791−10.8% | Reduced |
| MML Investors Services, LLC | 107,582 | $391.0K | 0.00% | +25,460+31.0% | Added |
| Oder Investment Management, LLC | 110,399 | $400.7K | 0.50% | −2,210−2.0% | Reduced |
| UBS Group AG | 110,848 | $402.4K | 0.00% | −24,776−18.3% | Reduced |
| Walleye Capital LLC | 112,213 | $407.3K | 0.01% | +112,213 | New |
| Sterneck Capital Management, LLC | 125,203 | $454.5K | 0.30% | −20,928−14.3% | Reduced |
| GWM Advisors LLC | 129,800 | $471.2K | 0.01% | −1,600−1.2% | Reduced |
| Future Financial Wealth Managment LLC | 132,520 | $481.0K | 0.55% | +420.0% | Added |
| Royal Bank of Canada | 145,297 | $528.0K | 0.00% | +924+0.6% | Added |
| Shufro Rose & Co LLC | 157,200 | $570.6K | 0.05% | −9,300−5.6% | Reduced |
| Bank of America Corp | 221,229 | $803.1K | 0.00% | −59,547−21.2% | Reduced |
| Howard Wealth Management, LLC | 225,540 | $818.7K | 0.67% | −445,360−66.4% | Reduced |
| Shaker Financial Services, LLC | 246,804 | $902.3K | 0.42% | +174,558+241.6% | Added |
| BerganKDV Wealth Management, LLC | 251,620 | $913.4K | 0.10% | +8,544+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 299,606 | $1.09M | 0.00% | −590.0% | Reduced |
| Commonwealth Equity Services, LLC | 341,315 | $1.24M | 0.00% | −3,856−1.1% | Reduced |
| Quad-Cities Investment Group, LLC | 442,532 | $1.61M | 1.18% | +106,843+31.8% | Added |
| Raymond James & Associates | 471,016 | $1.71M | 0.00% | −148,146−23.9% | Reduced |
| Vivaldi Capital Management, LLC | 907,463 | $3.38M | 0.84% | +74,947+9.0% | Added |
| Karpus Management, Inc. | 1,120,519 | $4.07M | 0.14% | +275,358+32.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,195,557 | $4.34M | 0.01% | +1,157,163+3,013.9% | Added |
| Invesco Ltd. | 1,228,955 | $4.46M | 0.00% | −32,341−2.6% | Reduced |
| Janney Montgomery Scott LLC | 1,321,931 | $4.80M | 0.02% | +148,970+12.7% | Added |
| 1607 Capital Partners, LLC | 1,876,594 | $6.81M | 0.47% | +100,100+5.6% | Added |
| Morgan Stanley | 2,324,937 | $8.44M | 0.00% | −608,009−20.7% | Reduced |
| Sit Investment Associates Inc | 17,175,182 | $62.3M | 1.75% | +876,923+5.4% | Added |
| 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 |