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 2023
Institutional positions in Franklin Premier Income Trust as of Dec 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
- 93
- +6 vs. Q3 2023
- Shares held
- 33.9M
- +1.34M (+4.1%) vs. Q3 2023
- Total value
- $121.1M
- +$12.0M (+11.0%) vs. Q3 2023
- New holders
- 17
- 26 more added
- Sold out
- 11
- 25 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 19,792,543 | $70.7M | 1.73% | +1,392,176+7.6% | Added |
| Allspring Global Investments Holdings, LLC | 2,882,464 | $10.3M | 0.02% | +348,282+13.7% | Added |
| 1607 Capital Partners, LLC | 1,735,894 | $6.20M | 0.43% | +7,400+0.4% | Added |
| Morgan Stanley | 1,549,754 | $5.53M | 0.00% | −101,739−6.2% | Reduced |
| Janney Montgomery Scott LLC | 1,118,433 | $3.99M | 0.01% | −196,839−15.0% | Reduced |
| Invesco Ltd. | 1,091,916 | $3.90M | 0.00% | +32,460+3.1% | Added |
| Karpus Management, Inc. | 1,066,215 | $3.81M | 0.12% | −46,540−4.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 473,657 | $1.69M | 0.00% | −4,504−0.9% | Reduced |
| Raymond James & Associates | 448,422 | $1.60M | 0.00% | −7,067−1.6% | Reduced |
| Quad-Cities Investment Group, LLC | 380,504 | $1.37M | 0.84% | −47,528−11.1% | Reduced |
| Commonwealth Equity Services, LLC | 179,645 | $641.0K | 0.00% | +10,110+6.0% | Added |
| Bank of America Corp | 176,548 | $630.3K | 0.00% | −7,096−3.9% | Reduced |
| Royal Bank of Canada | 151,079 | $540.0K | 0.00% | +5,768+4.0% | Added |
| Future Financial Wealth Managment LLC | 149,715 | $534.5K | 0.53% | −404−0.3% | Reduced |
| Transform Wealth, LLC | 131,600 | $470.4K | 0.05% | +2,800+2.2% | Added |
| Shufro Rose & Co LLC | 138,700 | $464.6K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 125,600 | $453.3K | 0.00% | +3,300+2.7% | Added |
| MML Investors Services, LLC | 119,640 | $427.0K | 0.00% | +6,956+6.2% | Added |
| UBS Group AG | 117,010 | $417.7K | 0.00% | +10,916+10.3% | Added |
| Sterneck Capital Management, LLC | 115,702 | $413.1K | 0.26% | −3,304−2.8% | Reduced |
| Apollon Wealth Management, LLC | 101,102 | $360.9K | 0.01% | +914+0.9% | Added |
| Landscape Capital Management, L.L.C. | 100,850 | $360.0K | 0.03% | +73,297+266.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 99,762 | $356.0K | 0.00% | +88,290+769.6% | Added |
| Creative Planning | 92,156 | $329.0K | 0.00% | −74,537−44.7% | Reduced |
| Oder Investment Management, LLC | 82,826 | $295.7K | 0.29% | −29,064−26.0% | Reduced |
| LPL Financial LLC | 80,474 | $287.3K | 0.00% | −9,102−10.2% | Reduced |
| Shaker Financial Services, LLC | 78,185 | $281.1K | 0.12% | −91,428−53.9% | Reduced |
| Stifel Financial Corp | 59,499 | $212.4K | 0.00% | +8,391+16.4% | Added |
| International Assets Investment Management, LLC | 53,079 | $189.5K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 52,939 | $189.0K | 0.00% | +35,552+204.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $182.7K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 50,886 | $181.7K | 0.00% | +6,239+14.0% | Added |
| Capital Investment Advisors, LLC | 50,724 | $181.1K | 0.00% | −1,315−2.5% | Reduced |
| Whitener Capital Management, Inc. | 47,190 | $168.5K | 0.06% | +230+0.5% | Added |
| Peapack Gladstone Financial Corp | 47,096 | $168.0K | 0.00% | −5,498−10.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,152 | $150.5K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 40,743 | $145.5K | 0.01% | +40,743 | New |
| Commonwealth Financial Services, LLC | 40,190 | $143.5K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 40,050 | $143.0K | 0.12% | +4,375+12.3% | Added |
| Stonebrook Private Inc. | 39,298 | $140.3K | 0.05% | +39,298 | New |
| Resources Investment Advisors, LLC. | 37,339 | $133.3K | 0.00% | +346+0.9% | Added |
| Clear Creek Financial Management, LLC | 37,194 | $132.8K | 0.02% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 36,235 | $129.4K | 0.11% | −8,430−18.9% | Reduced |
| Wells Fargo & Company | 36,002 | $128.5K | 0.00% | −14,559−28.8% | Reduced |
| Cetera Advisor Networks LLC | 33,872 | $120.9K | 0.00% | −3,583−9.6% | Reduced |
| Advisor Group Holdings, Inc. | 33,328 | $119.0K | 0.00% | +629+1.9% | Added |
| Mariner, LLC | 29,194 | $104.2K | 0.00% | +5,302+22.2% | Added |
| Gridiron Partners, LLC | 28,985 | $103.5K | 0.07% | +28,985 | New |
| Lazari Capital Management, Inc. | 28,224 | $100.8K | 0.06% | −6,533−18.8% | Reduced |
| JPMorgan Chase & Co | 26,935 | $96.2K | 0.00% | +26,935 | New |
| SageView Advisory Group, LLC | – | $92.1K | 0.00% | – | – |
| The PNC Financial Services Group, Inc. | 23,200 | $82.8K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 21,594 | $77.1K | 0.05% | +21,594 | New |
| Raymond James Trust N.A. | 21,481 | $76.7K | 0.00% | +21,481 | New |
| LM Advisors LLC | 21,100 | $75.3K | 0.02% | +21,100 | New |
| Columbia Asset Management | 20,000 | $71.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,386 | $65.6K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 16,476 | $58.8K | 0.00% | +16,476 | New |
| CSS LLC | 14,207 | $50.7K | 0.00% | +207+1.5% | Added |
| HTLF Bank | 12,170 | $43.4K | 0.01% | +12,170 | New |
| Cetera Investment Advisers | 12,043 | $43.0K | 0.00% | −1,724−12.5% | Reduced |
| Round Rock Advisors, LLC | 12,000 | $42.8K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,958 | $42.7K | 0.00% | −71,609−85.7% | Reduced |
| Investors Asset Management of Georgia Inc | 12,038 | $42.7K | 0.02% | +12,038 | New |
| Eclectic Associates Inc | 11,896 | $42.5K | 0.02% | +11,896 | New |
| CIBC Private Wealth Group, LLC | 11,845 | $42.3K | 0.00% | +155+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 11,627 | $41.5K | 0.00% | −3,424−22.7% | Reduced |
| Prospera Financial Services Inc | 11,578 | $41.3K | 0.00% | +263+2.3% | Added |
| Jane Street Group, LLC | 11,339 | $40.5K | 0.00% | +11,339 | New |
| Keybank National Association | 10,984 | $39.2K | 0.00% | +10,984 | New |
| HFG Advisors, Inc. | 10,461 | $37.3K | 0.04% | 00.0% | Unchanged |
| Elequin Capital LP | 7,311 | $26.1K | 0.01% | +6,268+601.0% | Added |
| Brown, Lisle/Cummings, Inc. | 6,500 | $23.2K | 0.01% | −1,000−13.3% | Reduced |
| Peoples Bank | 6,241 | $22.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,865 | $20.9K | 0.00% | +107+1.9% | Added |
| Global Retirement Partners, LLC | 5,367 | $19.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,000 | $17.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.4K | 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 |
| Allworth Financial LP | 3,443 | $12.3K | 0.00% | −4,654−57.5% | Reduced |
| Salem Investment Counselors Inc | 3,077 | $11.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,777 | $9.91K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,379 | $8.49K | 0.00% | +2,379 | New |
| Live Oak Investment Partners | – | $8.34K | 0.01% | – | New |
| Highlander Capital Management, LLC | 1,199 | $4.28K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.53K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $1.97K | 0.00% | +553 | New |
| Planning Capital Management Corp | 303 | $1.08K | 0.00% | +303 | New |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 173 | $618 | 0.00% | −57−24.8% | Reduced |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −102,490−100.0% | Sold out |
| David J Yvars Group | 0 | $0 | 0.00% | −25,551−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,214−100.0% | Sold out |
| Forza Wealth Management, LLC | 0 | $0 | 0.00% | −17,410−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −16,625−100.0% | Sold out |
| Melfa Wealth Management, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −14,231−100.0% | Sold out |