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 |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 177 | $639 | 0.00% | +177 | New |
| Comerica Bank | 249 | $892 | 0.00% | +67+36.8% | Added |
| Planning Capital Management Corp | 303 | $1.08K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $1.98K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 696 | $2.49K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.51K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.54K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,529 | $9.05K | 0.00% | +2,529 | New |
| Gilliland Jeter Wealth Management LLC | 2,649 | $9.48K | 0.00% | −433−14.0% | Reduced |
| Creative Financial Designs Inc | 2,777 | $9.94K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $11.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,501 | $16.1K | 0.00% | +4,501 | New |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,000 | $17.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,367 | $19.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,074 | $21.7K | 0.00% | +108+1.8% | Added |
| Peoples Bank | 6,241 | $22.3K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,500 | $23.3K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 8,000 | $28.6K | 0.01% | +8,000 | New |
| IHT Wealth Management, LLC | 10,383 | $37.2K | 0.00% | +10,383 | New |
| Jane Street Group, LLC | 10,632 | $38.1K | 0.00% | −17,200−61.8% | Reduced |
| Two Sigma Securities, LLC | 11,271 | $40.4K | 0.00% | −1,557−12.1% | Reduced |
| CSS LLC | 11,307 | $40.5K | 0.00% | 00.0% | Unchanged |
| HTLF Bank | 12,170 | $43.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,266 | $43.9K | 0.00% | +225+1.9% | Added |
| CIBC Private Wealth Group, LLC | 12,206 | $44.1K | 0.00% | +211+1.8% | Added |
| Gilman Hill Asset Management, LLC | 15,000 | $53.7K | 0.01% | +15,000 | New |
| Flow State Investments, L.P. | 15,280 | $54.7K | 0.02% | +4,566+42.6% | Added |
| Fortitude Advisory Group L.L.C. | 17,886 | $64.0K | 0.04% | −500−2.7% | Reduced |
| SageView Advisory Group, LLC | – | $67.7K | 0.00% | – | New |
| Citadel Advisors LLC | 19,084 | $68.3K | 0.00% | +19,084 | New |
| Raymond James Trust N.A. | 19,111 | $68.4K | 0.00% | −2,370−11.0% | Reduced |
| Mariner, LLC | 21,426 | $76.7K | 0.00% | −7,553−26.1% | Reduced |
| Lazari Capital Management, Inc. | 22,436 | $80.3K | 0.04% | −5,778−20.5% | Reduced |
| Register Financial Advisors LLC | 22,560 | $80.8K | 0.04% | +497+2.3% | Added |
| Peapack Gladstone Financial Corp | 25,847 | $93.0K | 0.00% | −15,361−37.3% | Reduced |
| The PNC Financial Services Group, Inc. | 26,230 | $93.9K | 0.00% | −3,000−10.3% | Reduced |
| Gridiron Partners, LLC | 28,985 | $103.8K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 32,075 | $114.8K | 0.00% | +32,075 | New |
| Sanders Morris Harris LLC | 33,490 | $119.9K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 34,005 | $121.7K | 0.00% | +3,031+9.8% | Added |
| Whitener Capital Management, Inc. | 35,370 | $126.6K | 0.04% | −11,400−24.4% | Reduced |
| Resources Investment Advisors, LLC. | 38,024 | $136.1K | 0.00% | +352+0.9% | Added |
| Clear Creek Financial Management, LLC | 38,594 | $138.2K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 40,453 | $144.8K | 0.00% | −29,902−42.5% | Reduced |
| Commonwealth Financial Services, LLC | 41,244 | $148.9K | 0.03% | +1,054+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 43,089 | $154.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 44,281 | $158.5K | 0.00% | −6,522−12.8% | Reduced |
| Capital Investment Advisors, LLC | 49,939 | $178.8K | 0.00% | −785−1.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $183.2K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 53,079 | $190.0K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 54,940 | $196.7K | 0.07% | +54,940 | New |
| Pin Oak Investment Advisors Inc | 59,785 | $214.0K | 0.20% | +54,285+987.0% | Added |
| Sterneck Capital Management, LLC | 78,304 | $280.3K | 0.16% | 00.0% | Unchanged |
| LPL Financial LLC | 79,933 | $286.2K | 0.00% | +149+0.2% | Added |
| Oder Investment Management, LLC | 82,668 | $296.0K | 0.27% | −718−0.9% | Reduced |
| Creative Planning | 83,867 | $300.2K | 0.00% | +6,400+8.3% | Added |
| Valley Brook Capital Group | 87,875 | $314.6K | 0.25% | +21,325+32.0% | Added |
| UBS Group AG | 95,100 | $340.5K | 0.00% | −34,281−26.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 97,843 | $350.0K | 0.00% | −2,365−2.4% | Reduced |
| Apollon Wealth Management, LLC | 97,789 | $350.1K | 0.01% | −4,455−4.4% | Reduced |
| MML Investors Services, LLC | 100,958 | $361.0K | 0.00% | −11,024−9.8% | Reduced |
| Integrated Wealth Concepts LLC | 105,737 | $378.5K | 0.01% | +55,113+108.9% | Added |
| GWM Advisors LLC | 121,600 | $435.3K | 0.00% | −2,500−2.0% | Reduced |
| Riverbridge Partners LLC | 123,005 | $440.4K | 0.01% | +123,005 | New |
| Future Financial Wealth Managment LLC | 126,248 | $452.0K | 0.40% | +1,638+1.3% | Added |
| Shufro Rose & Co LLC | 131,700 | $471.5K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 142,729 | $510.9K | 0.00% | +55,740+64.1% | Added |
| Royal Bank of Canada | 148,871 | $534.0K | 0.00% | +8,263+5.9% | Added |
| Bank of America Corp | 174,758 | $625.6K | 0.00% | −13,161−7.0% | Reduced |
| Commonwealth Equity Services, LLC | 176,649 | $632.0K | 0.00% | −2,041−1.1% | Reduced |
| Landscape Capital Management, L.L.C. | 259,194 | $927.9K | 0.08% | +87,420+50.9% | Added |
| Shaker Financial Services, LLC | 317,023 | $1.14M | 0.46% | −25,186−7.4% | Reduced |
| Quad-Cities Investment Group, LLC | 321,127 | $1.15M | 0.64% | −26,668−7.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 333,911 | $1.20M | 0.00% | −27,036−7.5% | Reduced |
| Raymond James & Associates | 391,987 | $1.40M | 0.00% | +96,312+32.6% | Added |
| Janney Montgomery Scott LLC | 768,145 | $2.75M | 0.01% | −159,976−17.2% | Reduced |
| 1607 Capital Partners, LLC | 1,013,394 | $3.63M | 0.33% | −94,900−8.6% | Reduced |
| Invesco Ltd. | 1,062,830 | $3.80M | 0.00% | +170,483+19.1% | Added |
| Karpus Management, Inc. | 1,065,338 | $3.81M | 0.11% | −3550.0% | Reduced |
| Morgan Stanley | 1,465,045 | $5.24M | 0.00% | +54,752+3.9% | Added |
| Allspring Global Investments Holdings, LLC | 4,144,201 | $14.8M | 0.02% | +1,261,737+43.8% | Added |
| Sit Investment Associates Inc | 19,030,270 | $68.1M | 1.57% | −1,407,535−6.9% | Reduced |
| 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 |