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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 4 | $13 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 140 | $497 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 330 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 388 | $1.38K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.52K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 908 | $3.23K | 0.00% | +19+2.1% | Added |
| Highlander Capital Management, LLC | 1,199 | $4.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,031 | $7.23K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,050 | $7.30K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,813 | $17.3K | 0.00% | −26−0.5% | Reduced |
| Global Retirement Partners, LLC | 5,367 | $19.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7,250 | $25.8K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7,500 | $26.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,564 | $27.6K | 0.00% | −393−6.6% | Reduced |
| Harbour Investments, Inc. | 9,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 10,461 | $37.2K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 10,565 | $37.6K | 0.01% | −1,235−10.5% | Reduced |
| Prospera Financial Services Inc | 10,834 | $38.6K | 0.00% | +222+2.1% | Added |
| Smith, Moore & Co. | 10,900 | $38.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,401 | $40.6K | 0.00% | +133+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 11,627 | $41.4K | 0.00% | −5,000−30.1% | Reduced |
| Regions Financial Corp | 11,900 | $42.0K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 12,000 | $42.7K | 0.02% | 00.0% | Unchanged |
| Mark Stevens | 12,170 | $43.3K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 12,301 | $44.0K | 0.02% | +12,301 | New |
| National Asset Management, Inc. | 13,710 | $49.1K | 0.00% | +25+0.2% | Added |
| Allworth Financial LP | 14,590 | $51.9K | 0.00% | −1,090−7.0% | Reduced |
| Creative Planning | 16,176 | $57.6K | 0.00% | −300−1.8% | Reduced |
| First Foundation Advisors | 16,625 | $59.2K | 0.00% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 17,410 | $62.0K | 0.03% | +17,410 | New |
| Fortitude Advisory Group L.L.C. | 18,386 | $65.5K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 18,408 | $66.0K | 0.00% | −340−1.8% | Reduced |
| HRT Financial LP | 23,770 | $84.0K | 0.00% | +23,770 | New |
| David J Yvars Group | 24,463 | $87.1K | 0.08% | +507+2.1% | Added |
| Citadel Advisors LLC | 24,767 | $88.2K | 0.00% | +24,767 | New |
| Integrated Wealth Concepts LLC | 25,424 | $91.0K | 0.00% | +3,907+18.2% | Added |
| AE Wealth Management LLC | 30,512 | $108.6K | 0.00% | +607+2.0% | Added |
| The PNC Financial Services Group, Inc. | 31,035 | $110.5K | 0.00% | −7,040−18.5% | Reduced |
| Clear Creek Financial Management, LLC | 34,944 | $124.4K | 0.02% | +1,625+4.9% | Added |
| Valley Brook Capital Group | 35,675 | $127.0K | 0.12% | −7,500−17.4% | Reduced |
| Resources Investment Advisors, LLC. | 36,350 | $129.4K | 0.00% | +299+0.8% | Added |
| Cetera Advisor Networks LLC | 37,018 | $131.8K | 0.00% | −7,088−16.1% | Reduced |
| Stifel Financial Corp | 37,122 | $132.2K | 0.00% | +13,018+54.0% | Added |
| Susquehanna International Group, LLP | 41,483 | $147.7K | 0.00% | −6,414−13.4% | Reduced |
| JPMorgan Chase & Co | 43,281 | $154.0K | 0.00% | +43,281 | New |
| SageView Advisory Group, LLC | 44,982 | $160.1K | 0.01% | +184+0.4% | Added |
| Whitener Capital Management, Inc. | 47,060 | $167.5K | 0.07% | +15,110+47.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $182.2K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57,326 | $204.1K | 0.00% | +15,288+36.4% | Added |
| Capital Investment Advisors, LLC | 58,298 | $207.5K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 58,967 | $210.0K | 0.00% | +5,132+9.5% | Added |
| LPL Financial LLC | 64,566 | $229.9K | 0.00% | +7,095+12.3% | Added |
| Wells Fargo & Company | 69,811 | $248.5K | 0.00% | +5,671+8.8% | Added |
| International Assets Investment Management, LLC | 69,847 | $248.7K | 0.04% | −3,234−4.4% | Reduced |
| Level Four Advisory Services, LLC | 83,567 | $297.5K | 0.02% | +9,850+13.4% | Added |
| Advisor Group Holdings, Inc. | 85,814 | $305.5K | 0.00% | +9,116+11.9% | Added |
| MML Investors Services, LLC | 97,430 | $347.0K | 0.00% | −10,152−9.4% | Reduced |
| Apollon Wealth Management, LLC | 98,509 | $350.7K | 0.02% | +783+0.8% | Added |
| Sanders Morris Harris LLC | 102,490 | $364.9K | 0.13% | +102,490 | New |
| UBS Group AG | 112,271 | $399.7K | 0.00% | +1,423+1.3% | Added |
| Oder Investment Management, LLC | 112,300 | $399.8K | 0.47% | +1,901+1.7% | Added |
| Cetera Investment Advisers | 113,957 | $405.7K | 0.00% | +44,802+64.8% | Added |
| Sterneck Capital Management, LLC | 125,203 | $445.7K | 0.28% | 00.0% | Unchanged |
| GWM Advisors LLC | 130,400 | $462.9K | 0.01% | +600+0.5% | Added |
| Future Financial Wealth Managment LLC | 147,125 | $529.6K | 0.58% | +14,605+11.0% | Added |
| Royal Bank of Canada | 154,899 | $552.0K | 0.00% | +9,602+6.6% | Added |
| Shufro Rose & Co LLC | 157,200 | $559.6K | 0.05% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 217,690 | $775.0K | 0.65% | −7,850−3.5% | Reduced |
| Bank of America Corp | 236,870 | $843.3K | 0.00% | +15,641+7.1% | Added |
| BerganKDV Wealth Management, LLC | 256,765 | $914.1K | 0.09% | +5,145+2.0% | Added |
| Shaker Financial Services, LLC | 264,695 | $949.2K | 0.41% | +17,891+7.2% | Added |
| Transform Wealth, LLC | 271,200 | $972.5K | 0.09% | +271,200 | New |
| Commonwealth Equity Services, LLC | 335,299 | $1.19M | 0.00% | −6,016−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 411,730 | $1.47M | 0.00% | +112,124+37.4% | Added |
| Raymond James & Associates | 461,225 | $1.64M | 0.00% | −9,791−2.1% | Reduced |
| Quad-Cities Investment Group, LLC | 488,176 | $1.74M | 1.20% | +45,644+10.3% | Added |
| Vivaldi Capital Management, LLC | 514,705 | $1.83M | 0.55% | −392,758−43.3% | Reduced |
| Karpus Management, Inc. | 1,119,155 | $3.98M | 0.12% | −1,364−0.1% | Reduced |
| Invesco Ltd. | 1,154,265 | $4.11M | 0.00% | −74,690−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,315,195 | $4.68M | 0.01% | +119,638+10.0% | Added |
| Janney Montgomery Scott LLC | 1,502,518 | $5.35M | 0.02% | +180,587+13.7% | Added |
| 1607 Capital Partners, LLC | 1,725,694 | $6.14M | 0.43% | −150,900−8.0% | Reduced |
| Morgan Stanley | 2,121,952 | $7.55M | 0.00% | −202,985−8.7% | Reduced |
| Sit Investment Associates Inc | 17,098,059 | $60.9M | 1.65% | −77,123−0.4% | Reduced |
| 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 |