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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, Q2 2023

Institutional positions in Franklin Premier Income Trust as of Jun 30, 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
84
−4 vs. Q1 2023
Shares held
32.2M
−39.5K (−0.1%) vs. Q1 2023
Total value
$113.4M
−$1.44M (−1.3%) vs. Q1 2023
New holders
5
20 more added
Sold out
9
29 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 84 institutions
Q1 2021: 104 institutionsQ2 2021: 105 institutionsQ3 2021: 100 institutionsQ4 2021: 100 institutionsQ1 2022: 95 institutionsQ2 2022: 93 institutionsQ3 2022: 91 institutionsQ4 2022: 98 institutionsQ1 2023: 88 institutionsQ2 2023: 84 institutionsQ3 2023: 88 institutionsQ4 2023: 93 institutionsQ1 2024: 83 institutionsQ2 2024: 85 institutionsQ3 2024: 87 institutionsQ4 2024: 95 institutionsQ1 2025: 90 institutionsQ2 2025: 87 institutionsQ3 2025: 94 institutionsQ4 2025: 108 institutionsQ1 2026: 97 institutionsQ2 2026: 100 institutions
Value heldQ2 2023: $113.4M
Q1 2021: $130.7MQ2 2021: $124.9MQ3 2021: $121.1MQ4 2021: $118.9MQ1 2022: $114.8MQ2 2022: $113.4MQ3 2022: $110.2MQ4 2022: $117.6MQ1 2023: $114.9MQ2 2023: $113.4MQ3 2023: $109.1MQ4 2023: $121.1MQ1 2024: $116.7MQ2 2024: $119.1MQ3 2024: $125.2MQ4 2024: $131.5MQ1 2025: $136.4MQ2 2025: $144.0MQ3 2025: $145.0MQ4 2025: $144.2MQ1 2026: $141.6MQ2 2026: $138.9M
Institutions holding PPT and their total value by quarter
QuarterHoldersValue
Q2 2026100$138.9M
Q1 202697$141.6M
Q4 2025108$144.2M
Q3 202594$145.0M
Q2 202587$144.0M
Q1 202590$136.4M
Q4 202495$131.5M
Q3 202487$125.2M
Q2 202485$119.1M
Q1 202483$116.7M
Q4 202393$121.1M
Q3 202388$109.1M
Q2 202384$113.4M
Q1 202388$114.9M
Q4 202298$117.6M
Q3 202291$110.2M
Q2 202293$113.4M
Q1 202295$114.8M
Q4 2021100$118.9M
Q3 2021100$121.1M
Q2 2021105$124.9M
Q1 2021104$130.7M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q1 2023.

Institutions holding PPT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc17,448,620$61.4M1.60%+350,561+2.1%Added
Allspring Global Investments Holdings, LLC2,443,576$8.60M0.01%+1,128,381+85.8%Added
Morgan Stanley1,883,517$6.63M0.00%−238,435−11.2%Reduced
1607 Capital Partners, LLC1,725,694$6.07M0.44%00.0%Unchanged
Janney Montgomery Scott LLC1,449,868$5.10M0.02%−52,650−3.5%Reduced
Karpus Management, Inc.1,090,135$3.84M0.12%−29,020−2.6%Reduced
Invesco Ltd.1,088,397$3.83M0.00%−65,868−5.7%Reduced
Raymond James & Associates504,253$1.77M0.00%+43,028+9.3%Added
Quad-Cities Investment Group, LLC475,995$1.68M1.09%−12,181−2.5%Reduced
Raymond James Financial Services Advisors, Inc.466,996$1.64M0.00%+55,266+13.4%Added
BerganKDV Wealth Management, LLC258,613$910.3K0.09%+1,848+0.7%Added
Transform Wealth, LLC243,800$864.5K0.08%−27,400−10.1%Reduced
Commonwealth Equity Services, LLC236,640$833.0K0.00%−98,659−29.4%Reduced
Bank of America Corp195,291$687.4K0.00%−41,579−17.6%Reduced
Shaker Financial Services, LLC175,514$621.1K0.27%−89,181−33.7%Reduced
Shufro Rose & Co LLC153,700$541.0K0.05%−3,500−2.2%Reduced
Future Financial Wealth Managment LLC151,633$533.7K0.56%+4,508+3.1%Added
Royal Bank of Canada147,201$518.0K0.00%−7,698−5.0%Reduced
GWM Advisors LLC130,000$457.6K0.01%−400−0.3%Reduced
Sterneck Capital Management, LLC124,006$436.5K0.27%−1,197−1.0%Reduced
MML Investors Services, LLC112,575$396.0K0.00%+15,145+15.5%Added
Oder Investment Management, LLC111,049$390.9K0.43%−1,251−1.1%Reduced
Sanders Morris Harris LLC102,490$360.8K0.08%00.0%Unchanged
Apollon Wealth Management, LLC99,335$349.7K0.02%+826+0.8%Added
UBS Group AG96,436$339.5K0.00%−15,835−14.1%Reduced
Level Four Advisory Services, LLC83,567$294.2K0.02%00.0%Unchanged
LPL Financial LLC81,010$285.2K0.00%+16,444+25.5%Added
Wells Fargo & Company56,538$199.0K0.00%−13,273−19.0%Reduced
Peapack Gladstone Financial Corp52,594$185.0K0.00%−6,373−10.8%Reduced
Capital Investment Advisors, LLC52,039$183.2K0.01%−6,259−10.7%Reduced
Sheaff Brock Investment Advisors, LLC51,176$180.1K0.02%00.0%Unchanged
Susquehanna International Group, LLP50,589$178.1K0.00%+9,106+22.0%Added
International Assets Investment Management, LLC48,647$171.2K0.02%−21,200−30.4%Reduced
Stifel Financial Corp47,777$168.2K0.00%+10,655+28.7%Added
Howard Wealth Management, LLC45,565$160.4K0.14%−172,125−79.1%Reduced
Whitener Capital Management, Inc.45,530$160.3K0.06%−1,530−3.3%Reduced
Integrated Wealth Concepts LLC44,610$157.0K0.00%+19,186+75.5%Added
SageView Advisory Group, LLC44,421$156.4K0.01%−561−1.2%Reduced
Clear Creek Financial Management, LLC37,194$130.9K0.02%+2,250+6.4%Added
Cetera Advisor Networks LLC37,134$130.7K0.00%+116+0.3%Added
Resources Investment Advisors, LLC.36,666$129.1K0.00%+316+0.9%Added
Valley Brook Capital Group35,675$125.6K0.12%00.0%Unchanged
The PNC Financial Services Group, Inc.30,877$108.7K0.00%−158−0.5%Reduced
Advisor Group Holdings, Inc.28,887$101.7K0.00%−56,927−66.3%Reduced
Lazari Capital Management, Inc.26,915$94.7K0.05%+26,915New
David J Yvars Group24,999$88.0K0.07%+536+2.2%Added
Landscape Capital Management, L.L.C.19,080$67.2K0.01%+19,080New
Fortitude Advisory Group L.L.C.18,386$64.7K0.05%00.0%Unchanged
Forza Wealth Management, LLC17,410$61.3K0.03%00.0%Unchanged
Creative Planning17,276$60.8K0.00%+1,100+6.8%Added
First Foundation Advisors16,625$58.5K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.16,187$57.0K0.00%+16,187New
Mariner, LLC15,372$54.1K0.00%−3,036−16.5%Reduced
Allworth Financial LP14,590$51.4K0.00%00.0%Unchanged
Cetera Investment Advisers13,966$49.2K0.00%−99,991−87.7%Reduced
Steward Partners Investment Advisory, LLC13,708$48.3K0.00%−43,618−76.1%Reduced
National Asset Management, Inc.12,500$44.3K0.00%−1,210−8.8%Reduced
San Luis Wealth Advisors LLC12,301$43.0K0.02%00.0%Unchanged
Mark Stevens12,170$42.8K0.01%00.0%Unchanged
Round Rock Advisors, LLC12,000$42.2K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co11,627$40.9K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC11,543$40.6K0.00%+142+1.2%Added
Prospera Financial Services Inc11,072$39.0K0.00%+238+2.2%Added
Smith, Moore & Co.10,900$38.4K0.00%00.0%Unchanged
Pekin Hardy Strauss, Inc.10,565$37.2K0.01%00.0%Unchanged
HFG Advisors, Inc.10,461$36.8K0.04%00.0%Unchanged
CSS LLC10,000$35.2K0.00%+10,000New
IFP Advisors, Inc5,660$28.1K0.00%+96+1.7%Added
Brown, Lisle/Cummings, Inc.7,500$26.4K0.01%00.0%Unchanged
Global Retirement Partners, LLC5,367$18.9K0.00%00.0%Unchanged
Barrett & Company, Inc.5,000$17.6K0.01%−2,250−31.0%Reduced
Salem Investment Counselors Inc4,813$17.1K0.00%00.0%Unchanged
Bartlett & Co. LLC4,500$16.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC4,500$16.0K0.00%00.0%Unchanged
US Bancorp3,500$12.3K0.00%00.0%Unchanged
National Bank of Canada3,000$10.5K0.00%00.0%Unchanged
Creative Financial Designs Inc2,777$9.78K0.00%+2,777New
Delta Asset Management LLC2,050$7.22K0.00%00.0%Unchanged
Highlander Capital Management, LLC1,199$4.00K0.00%00.0%Unchanged
Gould Capital, LLC708$2.49K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC388$1.37K0.00%00.0%Unchanged
Asset Dedication, LLC330$1.00K0.00%00.0%Unchanged
Whittier Trust Co140$4910.00%00.0%Unchanged
New England Capital Financial Advisors LLC4$130.00%00.0%Unchanged
Vivaldi Capital Management, LLC0$00.00%−514,705−100.0%Sold out
JPMorgan Chase & Co0$00.00%−43,281−100.0%Sold out
AE Wealth Management LLC0$00.00%−30,512−100.0%Sold out
Citadel Advisors LLC0$00.00%−24,767−100.0%Sold out
HRT Financial LP0$00.00%−23,770−100.0%Sold out
Regions Financial Corp0$00.00%−11,900−100.0%Sold out
Harbour Investments, Inc.0$00.00%−9,000−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,031−100.0%Sold out
Advisory Services Network, LLC0$00.00%−908−100.0%Sold out