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 2023
Institutional positions in Franklin Premier Income Trust as of Mar 31, 2023. 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
- 88
- −8 vs. Q4 2022
- Shares held
- 32.3M
- −108.9K (−0.3%) vs. Q4 2022
- Total value
- $114.9M
- −$2.69M (−2.3%) vs. Q4 2022
- New holders
- 7
- 32 more added
- Sold out
- 15
- 22 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 17,098,059 | $60.9M | 1.65% | −77,123−0.4% | Reduced |
| Morgan Stanley | 2,121,952 | $7.55M | 0.00% | −202,985−8.7% | Reduced |
| 1607 Capital Partners, LLC | 1,725,694 | $6.14M | 0.43% | −150,900−8.0% | Reduced |
| Janney Montgomery Scott LLC | 1,502,518 | $5.35M | 0.02% | +180,587+13.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,315,195 | $4.68M | 0.01% | +119,638+10.0% | Added |
| Invesco Ltd. | 1,154,265 | $4.11M | 0.00% | −74,690−6.1% | Reduced |
| Karpus Management, Inc. | 1,119,155 | $3.98M | 0.12% | −1,364−0.1% | Reduced |
| Vivaldi Capital Management, LLC | 514,705 | $1.83M | 0.55% | −392,758−43.3% | Reduced |
| Quad-Cities Investment Group, LLC | 488,176 | $1.74M | 1.20% | +45,644+10.3% | Added |
| Raymond James & Associates | 461,225 | $1.64M | 0.00% | −9,791−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 411,730 | $1.47M | 0.00% | +112,124+37.4% | Added |
| Commonwealth Equity Services, LLC | 335,299 | $1.19M | 0.00% | −6,016−1.8% | Reduced |
| Transform Wealth, LLC | 271,200 | $972.5K | 0.09% | +271,200 | New |
| Shaker Financial Services, LLC | 264,695 | $949.2K | 0.41% | +17,891+7.2% | Added |
| BerganKDV Wealth Management, LLC | 256,765 | $914.1K | 0.09% | +5,145+2.0% | Added |
| Bank of America Corp | 236,870 | $843.3K | 0.00% | +15,641+7.1% | Added |
| Howard Wealth Management, LLC | 217,690 | $775.0K | 0.65% | −7,850−3.5% | Reduced |
| Shufro Rose & Co LLC | 157,200 | $559.6K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 154,899 | $552.0K | 0.00% | +9,602+6.6% | Added |
| Future Financial Wealth Managment LLC | 147,125 | $529.6K | 0.58% | +14,605+11.0% | Added |
| GWM Advisors LLC | 130,400 | $462.9K | 0.01% | +600+0.5% | Added |
| Sterneck Capital Management, LLC | 125,203 | $445.7K | 0.28% | 00.0% | Unchanged |
| Cetera Investment Advisers | 113,957 | $405.7K | 0.00% | +44,802+64.8% | Added |
| Oder Investment Management, LLC | 112,300 | $399.8K | 0.47% | +1,901+1.7% | Added |
| UBS Group AG | 112,271 | $399.7K | 0.00% | +1,423+1.3% | Added |
| Sanders Morris Harris LLC | 102,490 | $364.9K | 0.13% | +102,490 | New |
| Apollon Wealth Management, LLC | 98,509 | $350.7K | 0.02% | +783+0.8% | Added |
| MML Investors Services, LLC | 97,430 | $347.0K | 0.00% | −10,152−9.4% | Reduced |
| Advisor Group Holdings, Inc. | 85,814 | $305.5K | 0.00% | +9,116+11.9% | Added |
| Level Four Advisory Services, LLC | 83,567 | $297.5K | 0.02% | +9,850+13.4% | Added |
| International Assets Investment Management, LLC | 69,847 | $248.7K | 0.04% | −3,234−4.4% | Reduced |
| Wells Fargo & Company | 69,811 | $248.5K | 0.00% | +5,671+8.8% | Added |
| LPL Financial LLC | 64,566 | $229.9K | 0.00% | +7,095+12.3% | Added |
| Peapack Gladstone Financial Corp | 58,967 | $210.0K | 0.00% | +5,132+9.5% | Added |
| Capital Investment Advisors, LLC | 58,298 | $207.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57,326 | $204.1K | 0.00% | +15,288+36.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $182.2K | 0.02% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 47,060 | $167.5K | 0.07% | +15,110+47.3% | Added |
| SageView Advisory Group, LLC | 44,982 | $160.1K | 0.01% | +184+0.4% | Added |
| JPMorgan Chase & Co | 43,281 | $154.0K | 0.00% | +43,281 | New |
| Susquehanna International Group, LLP | 41,483 | $147.7K | 0.00% | −6,414−13.4% | Reduced |
| Stifel Financial Corp | 37,122 | $132.2K | 0.00% | +13,018+54.0% | Added |
| Cetera Advisor Networks LLC | 37,018 | $131.8K | 0.00% | −7,088−16.1% | Reduced |
| Resources Investment Advisors, LLC. | 36,350 | $129.4K | 0.00% | +299+0.8% | Added |
| Valley Brook Capital Group | 35,675 | $127.0K | 0.12% | −7,500−17.4% | Reduced |
| Clear Creek Financial Management, LLC | 34,944 | $124.4K | 0.02% | +1,625+4.9% | Added |
| The PNC Financial Services Group, Inc. | 31,035 | $110.5K | 0.00% | −7,040−18.5% | Reduced |
| AE Wealth Management LLC | 30,512 | $108.6K | 0.00% | +607+2.0% | Added |
| Integrated Wealth Concepts LLC | 25,424 | $91.0K | 0.00% | +3,907+18.2% | Added |
| Citadel Advisors LLC | 24,767 | $88.2K | 0.00% | +24,767 | New |
| David J Yvars Group | 24,463 | $87.1K | 0.08% | +507+2.1% | Added |
| HRT Financial LP | 23,770 | $84.0K | 0.00% | +23,770 | New |
| Mariner, LLC | 18,408 | $66.0K | 0.00% | −340−1.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 18,386 | $65.5K | 0.05% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 17,410 | $62.0K | 0.03% | +17,410 | New |
| First Foundation Advisors | 16,625 | $59.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 16,176 | $57.6K | 0.00% | −300−1.8% | Reduced |
| Allworth Financial LP | 14,590 | $51.9K | 0.00% | −1,090−7.0% | Reduced |
| National Asset Management, Inc. | 13,710 | $49.1K | 0.00% | +25+0.2% | Added |
| San Luis Wealth Advisors LLC | 12,301 | $44.0K | 0.02% | +12,301 | New |
| Mark Stevens | 12,170 | $43.3K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 12,000 | $42.7K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 11,900 | $42.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,627 | $41.4K | 0.00% | −5,000−30.1% | Reduced |
| CIBC Private Wealth Group, LLC | 11,401 | $40.6K | 0.00% | +133+1.2% | Added |
| Smith, Moore & Co. | 10,900 | $38.8K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,834 | $38.6K | 0.00% | +222+2.1% | Added |
| Pekin Hardy Strauss, Inc. | 10,565 | $37.6K | 0.01% | −1,235−10.5% | Reduced |
| HFG Advisors, Inc. | 10,461 | $37.2K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,564 | $27.6K | 0.00% | −393−6.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,500 | $26.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7,250 | $25.8K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,367 | $19.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,813 | $17.3K | 0.00% | −26−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,050 | $7.30K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,031 | $7.23K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,199 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 908 | $3.23K | 0.00% | +19+2.1% | Added |
| Gould Capital, LLC | 708 | $2.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 388 | $1.38K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 330 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 140 | $497 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 4 | $13 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 0 | $0 | 0.00% | −112,213−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −27,803−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −19,038−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,974−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −15,910−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,948−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −12,240−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,580−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −11,269−100.0% | Sold out |
| Birchcreek Wealth Management, LLC | 0 | $0 | 0.00% | −10,271−100.0% | Sold out |
| Taylor Hoffman Wealth Management | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |