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 2024
Institutional positions in Franklin Premier Income Trust as of Mar 31, 2024. 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
- 83
- −8 vs. Q4 2023
- Shares held
- 33.1M
- −731.5K (−2.2%) vs. Q4 2023
- Total value
- $116.7M
- −$4.33M (−3.6%) vs. Q4 2023
- New holders
- 9
- 22 more added
- Sold out
- 17
- 25 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 20,437,805 | $71.9M | 1.65% | +645,262+3.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,882,464 | $10.1M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 1,410,293 | $4.96M | 0.00% | −139,461−9.0% | Reduced |
| 1607 Capital Partners, LLC | 1,108,294 | $3.90M | 0.32% | −627,600−36.2% | Reduced |
| Karpus Management, Inc. | 1,065,693 | $3.75M | 0.11% | −5220.0% | Reduced |
| Janney Montgomery Scott LLC | 928,121 | $3.27M | 0.01% | −190,312−17.0% | Reduced |
| Invesco Ltd. | 892,347 | $3.14M | 0.00% | −199,569−18.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 360,947 | $1.27M | 0.00% | −112,710−23.8% | Reduced |
| Quad-Cities Investment Group, LLC | 347,795 | $1.22M | 0.71% | −32,709−8.6% | Reduced |
| Shaker Financial Services, LLC | 342,209 | $1.21M | 0.47% | +264,024+337.7% | Added |
| Raymond James & Associates | 295,675 | $1.04M | 0.00% | −152,747−34.1% | Reduced |
| Bank of America Corp | 187,919 | $661.5K | 0.00% | +11,371+6.4% | Added |
| Commonwealth Equity Services, LLC | 178,690 | $629.0K | 0.00% | −955−0.5% | Reduced |
| Landscape Capital Management, L.L.C. | 171,774 | $604.6K | 0.05% | +70,924+70.3% | Added |
| Royal Bank of Canada | 140,608 | $495.0K | 0.00% | −10,471−6.9% | Reduced |
| Shufro Rose & Co LLC | 131,700 | $463.6K | 0.04% | −7,000−5.0% | Reduced |
| UBS Group AG | 129,381 | $455.4K | 0.00% | +12,371+10.6% | Added |
| Future Financial Wealth Managment LLC | 124,610 | $438.6K | 0.34% | −25,105−16.8% | Reduced |
| GWM Advisors LLC | 124,100 | $436.8K | 0.00% | −1,500−1.2% | Reduced |
| MML Investors Services, LLC | 111,982 | $394.0K | 0.00% | −7,658−6.4% | Reduced |
| Apollon Wealth Management, LLC | 102,244 | $359.9K | 0.01% | +1,142+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,208 | $353.0K | 0.00% | +446+0.4% | Added |
| Advisor Group Holdings, Inc. | 86,989 | $306.2K | 0.00% | +53,661+161.0% | Added |
| Oder Investment Management, LLC | 83,386 | $293.5K | 0.27% | +560+0.7% | Added |
| LPL Financial LLC | 79,784 | $280.8K | 0.00% | −690−0.9% | Reduced |
| Sterneck Capital Management, LLC | 78,304 | $275.6K | 0.16% | −37,398−32.3% | Reduced |
| Creative Planning | 77,467 | $272.7K | 0.00% | −14,689−15.9% | Reduced |
| Stifel Financial Corp | 70,355 | $247.6K | 0.00% | +10,856+18.2% | Added |
| Valley Brook Capital Group | 66,550 | $234.3K | 0.19% | +26,500+66.2% | Added |
| HRT Financial LP | 53,825 | $189.0K | 0.00% | +53,825 | New |
| International Assets Investment Management, LLC | 53,079 | $186.3K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $180.1K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 50,803 | $178.8K | 0.00% | +38,760+321.8% | Added |
| Capital Investment Advisors, LLC | 50,724 | $178.5K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 50,624 | $178.2K | 0.00% | −262−0.5% | Reduced |
| Whitener Capital Management, Inc. | 46,770 | $164.6K | 0.05% | −420−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 43,089 | $151.7K | 0.00% | +937+2.2% | Added |
| Peapack Gladstone Financial Corp | 41,208 | $145.0K | 0.00% | −5,888−12.5% | Reduced |
| Commonwealth Financial Services, LLC | 40,190 | $143.5K | 0.03% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 38,594 | $135.9K | 0.02% | +1,400+3.8% | Added |
| Resources Investment Advisors, LLC. | 37,672 | $132.6K | 0.00% | +333+0.9% | Added |
| Sanders Morris Harris LLC | 33,490 | $117.9K | 0.02% | +33,490 | New |
| Wells Fargo & Company | 30,974 | $109.0K | 0.00% | −5,028−14.0% | Reduced |
| Stonebrook Private Inc. | 30,742 | $108.2K | 0.03% | −8,556−21.8% | Reduced |
| The PNC Financial Services Group, Inc. | 29,230 | $102.9K | 0.00% | +6,030+26.0% | Added |
| Gridiron Partners, LLC | 28,985 | $102.0K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 28,979 | $102.0K | 0.00% | −215−0.7% | Reduced |
| Lazari Capital Management, Inc. | 28,214 | $99.3K | 0.05% | −100.0% | Reduced |
| Jane Street Group, LLC | 27,832 | $98.0K | 0.00% | +16,493+145.5% | Added |
| Register Financial Advisors LLC | 22,063 | $77.7K | 0.04% | +469+2.2% | Added |
| Raymond James Trust N.A. | 21,481 | $75.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,386 | $64.7K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,828 | $45.2K | 0.00% | +12,828 | New |
| HTLF Bank | 12,170 | $42.8K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,958 | $42.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,041 | $42.4K | 0.00% | +414+3.6% | Added |
| Round Rock Advisors, LLC | 12,000 | $42.2K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,995 | $42.1K | 0.00% | +150+1.3% | Added |
| CSS LLC | 11,307 | $39.8K | 0.00% | −2,900−20.4% | Reduced |
| Flow State Investments, L.P. | 10,714 | $37.7K | 0.01% | +10,714 | New |
| HFG Advisors, Inc. | 10,461 | $36.8K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9,125 | $32.1K | 0.00% | +9,125 | New |
| Brown, Lisle/Cummings, Inc. | 6,500 | $22.9K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 6,241 | $21.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,966 | $21.0K | 0.00% | +101+1.7% | Added |
| Pin Oak Investment Advisors Inc | 5,500 | $19.0K | 0.02% | +5,500 | New |
| Global Retirement Partners, LLC | 5,367 | $18.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,000 | $17.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $10.9K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 3,082 | $10.8K | 0.00% | +3,082 | New |
| Creative Financial Designs Inc | 2,777 | $9.78K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,199 | $4.22K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 962 | $3.39K | 0.00% | +962 | New |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.49K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.46K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 696 | $2.46K | 0.00% | +696 | New |
| Rothschild Investment LLC | 553 | $1.95K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 303 | $1.07K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 182 | $641 | 0.00% | +9+5.2% | Added |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −131,600−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −52,939−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −40,743−100.0% | Sold out |
| Howard Wealth Management, LLC | 0 | $0 | 0.00% | −36,235−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −33,872−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −26,935−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | – | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,476−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −12,038−100.0% | Sold out |
| Eclectic Associates Inc | 0 | $0 | 0.00% | −11,896−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −11,578−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −10,984−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −7,311−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −3,443−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |