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 2024
Institutional positions in Franklin Premier Income Trust as of Jun 30, 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
- 85
- +3 vs. Q1 2024
- Shares held
- 33.3M
- +109.3K (+0.3%) vs. Q1 2024
- Total value
- $119.1M
- +$2.45M (+2.1%) vs. Q1 2024
- New holders
- 11
- 22 more added
- Sold out
- 8
- 28 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 19,030,270 | $68.1M | 1.57% | −1,407,535−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,144,201 | $14.8M | 0.02% | +1,261,737+43.8% | Added |
| Morgan Stanley | 1,465,045 | $5.24M | 0.00% | +54,752+3.9% | Added |
| Karpus Management, Inc. | 1,065,338 | $3.81M | 0.11% | −3550.0% | Reduced |
| Invesco Ltd. | 1,062,830 | $3.80M | 0.00% | +170,483+19.1% | Added |
| 1607 Capital Partners, LLC | 1,013,394 | $3.63M | 0.33% | −94,900−8.6% | Reduced |
| Janney Montgomery Scott LLC | 768,145 | $2.75M | 0.01% | −159,976−17.2% | Reduced |
| Raymond James & Associates | 391,987 | $1.40M | 0.00% | +96,312+32.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 333,911 | $1.20M | 0.00% | −27,036−7.5% | Reduced |
| Quad-Cities Investment Group, LLC | 321,127 | $1.15M | 0.64% | −26,668−7.7% | Reduced |
| Shaker Financial Services, LLC | 317,023 | $1.14M | 0.46% | −25,186−7.4% | Reduced |
| Landscape Capital Management, L.L.C. | 259,194 | $927.9K | 0.08% | +87,420+50.9% | Added |
| Commonwealth Equity Services, LLC | 176,649 | $632.0K | 0.00% | −2,041−1.1% | Reduced |
| Bank of America Corp | 174,758 | $625.6K | 0.00% | −13,161−7.0% | Reduced |
| Royal Bank of Canada | 148,871 | $534.0K | 0.00% | +8,263+5.9% | Added |
| Advisor Group Holdings, Inc. | 142,729 | $510.9K | 0.00% | +55,740+64.1% | Added |
| Shufro Rose & Co LLC | 131,700 | $471.5K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 126,248 | $452.0K | 0.40% | +1,638+1.3% | Added |
| Riverbridge Partners LLC | 123,005 | $440.4K | 0.01% | +123,005 | New |
| GWM Advisors LLC | 121,600 | $435.3K | 0.00% | −2,500−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 105,737 | $378.5K | 0.01% | +55,113+108.9% | Added |
| MML Investors Services, LLC | 100,958 | $361.0K | 0.00% | −11,024−9.8% | Reduced |
| Apollon Wealth Management, LLC | 97,789 | $350.1K | 0.01% | −4,455−4.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 97,843 | $350.0K | 0.00% | −2,365−2.4% | Reduced |
| UBS Group AG | 95,100 | $340.5K | 0.00% | −34,281−26.5% | Reduced |
| Valley Brook Capital Group | 87,875 | $314.6K | 0.25% | +21,325+32.0% | Added |
| Creative Planning | 83,867 | $300.2K | 0.00% | +6,400+8.3% | Added |
| Oder Investment Management, LLC | 82,668 | $296.0K | 0.27% | −718−0.9% | Reduced |
| LPL Financial LLC | 79,933 | $286.2K | 0.00% | +149+0.2% | Added |
| Sterneck Capital Management, LLC | 78,304 | $280.3K | 0.16% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 59,785 | $214.0K | 0.20% | +54,285+987.0% | Added |
| Catalina Capital Group, LLC | 54,940 | $196.7K | 0.07% | +54,940 | New |
| International Assets Investment Management, LLC | 53,079 | $190.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $183.2K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 49,939 | $178.8K | 0.00% | −785−1.5% | Reduced |
| Cetera Investment Advisers | 44,281 | $158.5K | 0.00% | −6,522−12.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 43,089 | $154.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 41,244 | $148.9K | 0.03% | +1,054+2.6% | Added |
| Stifel Financial Corp | 40,453 | $144.8K | 0.00% | −29,902−42.5% | Reduced |
| Clear Creek Financial Management, LLC | 38,594 | $138.2K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 38,024 | $136.1K | 0.00% | +352+0.9% | Added |
| Whitener Capital Management, Inc. | 35,370 | $126.6K | 0.04% | −11,400−24.4% | Reduced |
| Wells Fargo & Company | 34,005 | $121.7K | 0.00% | +3,031+9.8% | Added |
| Sanders Morris Harris LLC | 33,490 | $119.9K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 32,075 | $114.8K | 0.00% | +32,075 | New |
| Gridiron Partners, LLC | 28,985 | $103.8K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 26,230 | $93.9K | 0.00% | −3,000−10.3% | Reduced |
| Peapack Gladstone Financial Corp | 25,847 | $93.0K | 0.00% | −15,361−37.3% | Reduced |
| Register Financial Advisors LLC | 22,560 | $80.8K | 0.04% | +497+2.3% | Added |
| Lazari Capital Management, Inc. | 22,436 | $80.3K | 0.04% | −5,778−20.5% | Reduced |
| Mariner, LLC | 21,426 | $76.7K | 0.00% | −7,553−26.1% | Reduced |
| Raymond James Trust N.A. | 19,111 | $68.4K | 0.00% | −2,370−11.0% | Reduced |
| Citadel Advisors LLC | 19,084 | $68.3K | 0.00% | +19,084 | New |
| SageView Advisory Group, LLC | – | $67.7K | 0.00% | – | New |
| Fortitude Advisory Group L.L.C. | 17,886 | $64.0K | 0.04% | −500−2.7% | Reduced |
| Flow State Investments, L.P. | 15,280 | $54.7K | 0.02% | +4,566+42.6% | Added |
| Gilman Hill Asset Management, LLC | 15,000 | $53.7K | 0.01% | +15,000 | New |
| CIBC Private Wealth Group, LLC | 12,206 | $44.1K | 0.00% | +211+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 12,266 | $43.9K | 0.00% | +225+1.9% | Added |
| HTLF Bank | 12,170 | $43.6K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 11,307 | $40.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,271 | $40.4K | 0.00% | −1,557−12.1% | Reduced |
| Jane Street Group, LLC | 10,632 | $38.1K | 0.00% | −17,200−61.8% | Reduced |
| IHT Wealth Management, LLC | 10,383 | $37.2K | 0.00% | +10,383 | New |
| Luken Investment Analytics, LLC | 8,000 | $28.6K | 0.01% | +8,000 | New |
| Brown, Lisle/Cummings, Inc. | 6,500 | $23.3K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 6,241 | $22.3K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,074 | $21.7K | 0.00% | +108+1.8% | Added |
| Global Retirement Partners, LLC | 5,367 | $19.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,000 | $17.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,501 | $16.1K | 0.00% | +4,501 | New |
| US Bancorp | 3,500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $11.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,777 | $9.94K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,649 | $9.48K | 0.00% | −433−14.0% | Reduced |
| Kimelman & Baird, LLC | 2,529 | $9.05K | 0.00% | +2,529 | New |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.54K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.51K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 696 | $2.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $1.98K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 303 | $1.08K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 249 | $892 | 0.00% | +67+36.8% | Added |
| Beaird Harris Wealth Management, LLC | 177 | $639 | 0.00% | +177 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −53,825−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −30,742−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −11,958−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −10,461−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −9,125−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |