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 |
|---|---|---|---|---|---|
| Comerica Bank | 182 | $641 | 0.00% | +9+5.2% | Added |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 303 | $1.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $1.95K | 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 |
| Gould Capital, LLC | 708 | $2.49K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 962 | $3.39K | 0.00% | +962 | New |
| Highlander Capital Management, LLC | 1,199 | $4.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,777 | $9.78K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 3,082 | $10.8K | 0.00% | +3,082 | New |
| Salem Investment Counselors Inc | 3,077 | $10.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,000 | $17.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,367 | $18.9K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 5,500 | $19.0K | 0.02% | +5,500 | New |
| IFP Advisors, Inc | 5,966 | $21.0K | 0.00% | +101+1.7% | Added |
| Peoples Bank | 6,241 | $21.9K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,500 | $22.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9,125 | $32.1K | 0.00% | +9,125 | New |
| HFG Advisors, Inc. | 10,461 | $36.8K | 0.03% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 10,714 | $37.7K | 0.01% | +10,714 | New |
| CSS LLC | 11,307 | $39.8K | 0.00% | −2,900−20.4% | Reduced |
| CIBC Private Wealth Group, LLC | 11,995 | $42.1K | 0.00% | +150+1.3% | Added |
| Round Rock Advisors, LLC | 12,000 | $42.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,041 | $42.4K | 0.00% | +414+3.6% | Added |
| Level Four Advisory Services, LLC | 11,958 | $42.7K | 0.00% | 00.0% | Unchanged |
| HTLF Bank | 12,170 | $42.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,828 | $45.2K | 0.00% | +12,828 | New |
| Fortitude Advisory Group L.L.C. | 18,386 | $64.7K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 21,481 | $75.6K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 22,063 | $77.7K | 0.04% | +469+2.2% | Added |
| Jane Street Group, LLC | 27,832 | $98.0K | 0.00% | +16,493+145.5% | Added |
| Lazari Capital Management, Inc. | 28,214 | $99.3K | 0.05% | −100.0% | Reduced |
| Mariner, LLC | 28,979 | $102.0K | 0.00% | −215−0.7% | Reduced |
| Gridiron Partners, LLC | 28,985 | $102.0K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 29,230 | $102.9K | 0.00% | +6,030+26.0% | Added |
| Stonebrook Private Inc. | 30,742 | $108.2K | 0.03% | −8,556−21.8% | Reduced |
| Wells Fargo & Company | 30,974 | $109.0K | 0.00% | −5,028−14.0% | Reduced |
| Sanders Morris Harris LLC | 33,490 | $117.9K | 0.02% | +33,490 | New |
| Resources Investment Advisors, LLC. | 37,672 | $132.6K | 0.00% | +333+0.9% | Added |
| Clear Creek Financial Management, LLC | 38,594 | $135.9K | 0.02% | +1,400+3.8% | Added |
| Commonwealth Financial Services, LLC | 40,190 | $143.5K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 41,208 | $145.0K | 0.00% | −5,888−12.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 43,089 | $151.7K | 0.00% | +937+2.2% | Added |
| Whitener Capital Management, Inc. | 46,770 | $164.6K | 0.05% | −420−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 50,624 | $178.2K | 0.00% | −262−0.5% | Reduced |
| Capital Investment Advisors, LLC | 50,724 | $178.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 50,803 | $178.8K | 0.00% | +38,760+321.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $180.1K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 53,079 | $186.3K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 53,825 | $189.0K | 0.00% | +53,825 | New |
| Valley Brook Capital Group | 66,550 | $234.3K | 0.19% | +26,500+66.2% | Added |
| Stifel Financial Corp | 70,355 | $247.6K | 0.00% | +10,856+18.2% | Added |
| Creative Planning | 77,467 | $272.7K | 0.00% | −14,689−15.9% | Reduced |
| Sterneck Capital Management, LLC | 78,304 | $275.6K | 0.16% | −37,398−32.3% | Reduced |
| LPL Financial LLC | 79,784 | $280.8K | 0.00% | −690−0.9% | Reduced |
| Oder Investment Management, LLC | 83,386 | $293.5K | 0.27% | +560+0.7% | Added |
| Advisor Group Holdings, Inc. | 86,989 | $306.2K | 0.00% | +53,661+161.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,208 | $353.0K | 0.00% | +446+0.4% | Added |
| Apollon Wealth Management, LLC | 102,244 | $359.9K | 0.01% | +1,142+1.1% | Added |
| MML Investors Services, LLC | 111,982 | $394.0K | 0.00% | −7,658−6.4% | Reduced |
| GWM Advisors LLC | 124,100 | $436.8K | 0.00% | −1,500−1.2% | Reduced |
| Future Financial Wealth Managment LLC | 124,610 | $438.6K | 0.34% | −25,105−16.8% | Reduced |
| UBS Group AG | 129,381 | $455.4K | 0.00% | +12,371+10.6% | Added |
| Shufro Rose & Co LLC | 131,700 | $463.6K | 0.04% | −7,000−5.0% | Reduced |
| Royal Bank of Canada | 140,608 | $495.0K | 0.00% | −10,471−6.9% | Reduced |
| Landscape Capital Management, L.L.C. | 171,774 | $604.6K | 0.05% | +70,924+70.3% | Added |
| Commonwealth Equity Services, LLC | 178,690 | $629.0K | 0.00% | −955−0.5% | Reduced |
| Bank of America Corp | 187,919 | $661.5K | 0.00% | +11,371+6.4% | Added |
| Raymond James & Associates | 295,675 | $1.04M | 0.00% | −152,747−34.1% | Reduced |
| Shaker Financial Services, LLC | 342,209 | $1.21M | 0.47% | +264,024+337.7% | Added |
| Quad-Cities Investment Group, LLC | 347,795 | $1.22M | 0.71% | −32,709−8.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 360,947 | $1.27M | 0.00% | −112,710−23.8% | Reduced |
| Invesco Ltd. | 892,347 | $3.14M | 0.00% | −199,569−18.3% | Reduced |
| Janney Montgomery Scott LLC | 928,121 | $3.27M | 0.01% | −190,312−17.0% | Reduced |
| Karpus Management, Inc. | 1,065,693 | $3.75M | 0.11% | −5220.0% | Reduced |
| 1607 Capital Partners, LLC | 1,108,294 | $3.90M | 0.32% | −627,600−36.2% | Reduced |
| Morgan Stanley | 1,410,293 | $4.96M | 0.00% | −139,461−9.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,882,464 | $10.1M | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 20,437,805 | $71.9M | 1.65% | +645,262+3.3% | 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 |