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 |
|---|---|---|---|---|---|
| Comerica Bank | 173 | $618 | 0.00% | −57−24.8% | Reduced |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 303 | $1.08K | 0.00% | +303 | New |
| Rothschild Investment LLC | 553 | $1.97K | 0.00% | +553 | New |
| Harbour Investments, Inc. | 700 | $2.50K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.53K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,199 | $4.28K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.34K | 0.01% | – | New |
| Truvestments Capital LLC | 2,379 | $8.49K | 0.00% | +2,379 | New |
| Creative Financial Designs Inc | 2,777 | $9.91K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $11.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,443 | $12.3K | 0.00% | −4,654−57.5% | Reduced |
| 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 | $16.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,000 | $17.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,367 | $19.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,865 | $20.9K | 0.00% | +107+1.9% | Added |
| Peoples Bank | 6,241 | $22.2K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,500 | $23.2K | 0.01% | −1,000−13.3% | Reduced |
| Elequin Capital LP | 7,311 | $26.1K | 0.01% | +6,268+601.0% | Added |
| HFG Advisors, Inc. | 10,461 | $37.3K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 10,984 | $39.2K | 0.00% | +10,984 | New |
| Jane Street Group, LLC | 11,339 | $40.5K | 0.00% | +11,339 | New |
| Prospera Financial Services Inc | 11,578 | $41.3K | 0.00% | +263+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 11,627 | $41.5K | 0.00% | −3,424−22.7% | Reduced |
| CIBC Private Wealth Group, LLC | 11,845 | $42.3K | 0.00% | +155+1.3% | Added |
| Eclectic Associates Inc | 11,896 | $42.5K | 0.02% | +11,896 | New |
| Investors Asset Management of Georgia Inc | 12,038 | $42.7K | 0.02% | +12,038 | New |
| Level Four Advisory Services, LLC | 11,958 | $42.7K | 0.00% | −71,609−85.7% | Reduced |
| Round Rock Advisors, LLC | 12,000 | $42.8K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,043 | $43.0K | 0.00% | −1,724−12.5% | Reduced |
| HTLF Bank | 12,170 | $43.4K | 0.01% | +12,170 | New |
| CSS LLC | 14,207 | $50.7K | 0.00% | +207+1.5% | Added |
| Nomura Holdings Inc | 16,476 | $58.8K | 0.00% | +16,476 | New |
| Fortitude Advisory Group L.L.C. | 18,386 | $65.6K | 0.04% | 00.0% | Unchanged |
| Columbia Asset Management | 20,000 | $71.0K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 21,100 | $75.3K | 0.02% | +21,100 | New |
| Raymond James Trust N.A. | 21,481 | $76.7K | 0.00% | +21,481 | New |
| Register Financial Advisors LLC | 21,594 | $77.1K | 0.05% | +21,594 | New |
| The PNC Financial Services Group, Inc. | 23,200 | $82.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | – | $92.1K | 0.00% | – | – |
| JPMorgan Chase & Co | 26,935 | $96.2K | 0.00% | +26,935 | New |
| Lazari Capital Management, Inc. | 28,224 | $100.8K | 0.06% | −6,533−18.8% | Reduced |
| Gridiron Partners, LLC | 28,985 | $103.5K | 0.07% | +28,985 | New |
| Mariner, LLC | 29,194 | $104.2K | 0.00% | +5,302+22.2% | Added |
| Advisor Group Holdings, Inc. | 33,328 | $119.0K | 0.00% | +629+1.9% | Added |
| Cetera Advisor Networks LLC | 33,872 | $120.9K | 0.00% | −3,583−9.6% | Reduced |
| Wells Fargo & Company | 36,002 | $128.5K | 0.00% | −14,559−28.8% | Reduced |
| Howard Wealth Management, LLC | 36,235 | $129.4K | 0.11% | −8,430−18.9% | Reduced |
| Clear Creek Financial Management, LLC | 37,194 | $132.8K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 37,339 | $133.3K | 0.00% | +346+0.9% | Added |
| Stonebrook Private Inc. | 39,298 | $140.3K | 0.05% | +39,298 | New |
| Valley Brook Capital Group | 40,050 | $143.0K | 0.12% | +4,375+12.3% | Added |
| Commonwealth Financial Services, LLC | 40,190 | $143.5K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 40,743 | $145.5K | 0.01% | +40,743 | New |
| Steward Partners Investment Advisory, LLC | 42,152 | $150.5K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 47,096 | $168.0K | 0.00% | −5,498−10.5% | Reduced |
| Whitener Capital Management, Inc. | 47,190 | $168.5K | 0.06% | +230+0.5% | Added |
| Capital Investment Advisors, LLC | 50,724 | $181.1K | 0.00% | −1,315−2.5% | Reduced |
| Integrated Wealth Concepts LLC | 50,886 | $181.7K | 0.00% | +6,239+14.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $182.7K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 52,939 | $189.0K | 0.00% | +35,552+204.5% | Added |
| International Assets Investment Management, LLC | 53,079 | $189.5K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 59,499 | $212.4K | 0.00% | +8,391+16.4% | Added |
| Shaker Financial Services, LLC | 78,185 | $281.1K | 0.12% | −91,428−53.9% | Reduced |
| LPL Financial LLC | 80,474 | $287.3K | 0.00% | −9,102−10.2% | Reduced |
| Oder Investment Management, LLC | 82,826 | $295.7K | 0.29% | −29,064−26.0% | Reduced |
| Creative Planning | 92,156 | $329.0K | 0.00% | −74,537−44.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 99,762 | $356.0K | 0.00% | +88,290+769.6% | Added |
| Landscape Capital Management, L.L.C. | 100,850 | $360.0K | 0.03% | +73,297+266.0% | Added |
| Apollon Wealth Management, LLC | 101,102 | $360.9K | 0.01% | +914+0.9% | Added |
| Sterneck Capital Management, LLC | 115,702 | $413.1K | 0.26% | −3,304−2.8% | Reduced |
| UBS Group AG | 117,010 | $417.7K | 0.00% | +10,916+10.3% | Added |
| MML Investors Services, LLC | 119,640 | $427.0K | 0.00% | +6,956+6.2% | Added |
| GWM Advisors LLC | 125,600 | $453.3K | 0.00% | +3,300+2.7% | Added |
| Shufro Rose & Co LLC | 138,700 | $464.6K | 0.04% | 00.0% | Unchanged |
| Transform Wealth, LLC | 131,600 | $470.4K | 0.05% | +2,800+2.2% | Added |
| Future Financial Wealth Managment LLC | 149,715 | $534.5K | 0.53% | −404−0.3% | Reduced |
| Royal Bank of Canada | 151,079 | $540.0K | 0.00% | +5,768+4.0% | Added |
| Bank of America Corp | 176,548 | $630.3K | 0.00% | −7,096−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 179,645 | $641.0K | 0.00% | +10,110+6.0% | Added |
| Quad-Cities Investment Group, LLC | 380,504 | $1.37M | 0.84% | −47,528−11.1% | Reduced |
| Raymond James & Associates | 448,422 | $1.60M | 0.00% | −7,067−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 473,657 | $1.69M | 0.00% | −4,504−0.9% | Reduced |
| Karpus Management, Inc. | 1,066,215 | $3.81M | 0.12% | −46,540−4.2% | Reduced |
| Invesco Ltd. | 1,091,916 | $3.90M | 0.00% | +32,460+3.1% | Added |
| Janney Montgomery Scott LLC | 1,118,433 | $3.99M | 0.01% | −196,839−15.0% | Reduced |
| Morgan Stanley | 1,549,754 | $5.53M | 0.00% | −101,739−6.2% | Reduced |
| 1607 Capital Partners, LLC | 1,735,894 | $6.20M | 0.43% | +7,400+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,882,464 | $10.3M | 0.02% | +348,282+13.7% | Added |
| Sit Investment Associates Inc | 19,792,543 | $70.7M | 1.73% | +1,392,176+7.6% | Added |
| 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 |