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, Q3 2024
Institutional positions in Franklin Premier Income Trust as of Sep 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
- 87
- +2 vs. Q2 2024
- Shares held
- 33.8M
- +519.8K (+1.6%) vs. Q2 2024
- Total value
- $125.2M
- +$6.09M (+5.1%) vs. Q2 2024
- New holders
- 10
- 24 more added
- Sold out
- 8
- 28 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 206 | $768 | 0.00% | −43−17.3% | Reduced |
| Motco | 208 | $776 | 0.00% | +208 | New |
| Webster Bank, N. A. | 250 | $933 | 0.00% | +250 | New |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | +500 | New |
| Tower Research Capital LLC (TRC) | 300 | $1.12K | 0.00% | +300 | New |
| Planning Capital Management Corp | 303 | $1.13K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 525 | $2.00K | 0.00% | +525 | New |
| Rothschild Investment LLC | 553 | $2.06K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 696 | $2.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.61K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.64K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,529 | $9.43K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,649 | $9.88K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,777 | $10.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $11.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,979 | $18.6K | 0.00% | −1,095−18.0% | Reduced |
| Barrett & Company, Inc. | 5,000 | $18.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,367 | $20.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,230 | $23.2K | 0.00% | −20,000−76.2% | Reduced |
| Peoples Bank | 6,241 | $23.3K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,539 | $24.1K | 0.00% | +2,038+45.3% | Added |
| Brown, Lisle/Cummings, Inc. | 6,500 | $24.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,540 | $43.0K | 0.00% | −726−5.9% | Reduced |
| HTLF Bank | 12,170 | $45.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,309 | $45.9K | 0.00% | +103+0.8% | Added |
| XTX Topco Ltd | 14,573 | $54.4K | 0.00% | +14,573 | New |
| Steward Partners Investment Advisory, LLC | 15,020 | $56.0K | 0.00% | −28,069−65.1% | Reduced |
| Sanders Morris Harris LLC | 15,490 | $57.8K | 0.01% | −18,000−53.7% | Reduced |
| SageView Advisory Group, LLC | 15,761 | $58.8K | 0.00% | – | – |
| Fortitude Advisory Group L.L.C. | 17,886 | $66.7K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 19,111 | $71.3K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 19,566 | $73.0K | 0.00% | +9,183+88.4% | Added |
| Whitener Capital Management, Inc. | 20,300 | $75.7K | 0.02% | −15,070−42.6% | Reduced |
| Meeder Advisory Services, Inc. | 20,826 | $77.7K | 0.01% | +20,826 | New |
| Mariner, LLC | 20,928 | $78.1K | 0.00% | −498−2.3% | Reduced |
| Lazari Capital Management, Inc. | 22,436 | $83.7K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 23,047 | $86.0K | 0.04% | +487+2.2% | Added |
| Uhlmann Price Securities, LLC | 23,452 | $87.5K | 0.07% | +23,452 | New |
| Peapack Gladstone Financial Corp | 23,749 | $89.0K | 0.00% | −2,098−8.1% | Reduced |
| Gilman Hill Asset Management, LLC | 26,000 | $97.0K | 0.02% | +11,000+73.3% | Added |
| Dynamic Advisor Solutions LLC | 28,141 | $105.0K | 0.00% | +28,141 | New |
| Gridiron Partners, LLC | 28,985 | $108.1K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 33,130 | $123.6K | 0.00% | −875−2.6% | Reduced |
| Resources Investment Advisors, LLC. | 37,504 | $139.9K | 0.00% | −520−1.4% | Reduced |
| Clear Creek Financial Management, LLC | 38,594 | $144.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 40,190 | $149.9K | 0.03% | −1,054−2.6% | Reduced |
| Stifel Financial Corp | 45,431 | $169.5K | 0.00% | +4,978+12.3% | Added |
| Level Four Advisory Services, LLC | 47,840 | $171.7K | 0.01% | +47,840 | New |
| Capital Investment Advisors, LLC | 49,767 | $185.6K | 0.00% | −172−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $190.9K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 57,685 | $215.2K | 0.07% | +2,745+5.0% | Added |
| Cetera Investment Advisers | 61,958 | $231.1K | 0.00% | +17,677+39.9% | Added |
| Oder Investment Management, LLC | 66,456 | $247.9K | 0.21% | −16,212−19.6% | Reduced |
| Stratos Wealth Partners, LTD. | 72,944 | $272.1K | 0.00% | +40,869+127.4% | Added |
| Creative Planning | 77,467 | $289.0K | 0.00% | −6,400−7.6% | Reduced |
| LPL Financial LLC | 84,757 | $316.1K | 0.00% | +4,824+6.0% | Added |
| Landscape Capital Management, L.L.C. | 86,056 | $321.0K | 0.03% | −173,138−66.8% | Reduced |
| MML Investors Services, LLC | 93,548 | $349.0K | 0.00% | −7,410−7.3% | Reduced |
| Valley Brook Capital Group | 95,984 | $358.0K | 0.26% | +8,109+9.2% | Added |
| UBS Group AG | 97,630 | $364.2K | 0.00% | +2,530+2.7% | Added |
| Apollon Wealth Management, LLC | 98,640 | $367.9K | 0.01% | +851+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 101,562 | $379.0K | 0.00% | +3,719+3.8% | Added |
| Integrated Wealth Concepts LLC | 105,776 | $394.5K | 0.00% | +390.0% | Added |
| Pin Oak Investment Advisors Inc | 105,920 | $395.0K | 0.36% | +46,135+77.2% | Added |
| GWM Advisors LLC | 113,700 | $424.1K | 0.00% | −7,900−6.5% | Reduced |
| Riverbridge Partners LLC | 123,155 | $459.4K | 0.01% | +150+0.1% | Added |
| Shufro Rose & Co LLC | 131,700 | $471.5K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 133,630 | $498.4K | 0.36% | +7,382+5.8% | Added |
| Royal Bank of Canada | 151,500 | $565.0K | 0.00% | +2,629+1.8% | Added |
| Advisor Group Holdings, Inc. | 152,770 | $569.8K | 0.00% | +10,041+7.0% | Added |
| Commonwealth Equity Services, LLC | 173,789 | $648.0K | 0.00% | −2,860−1.6% | Reduced |
| Bank of America Corp | 174,151 | $649.6K | 0.00% | −607−0.3% | Reduced |
| Shaker Financial Services, LLC | 262,306 | $984.7K | 0.37% | −54,717−17.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 297,369 | $1.11M | 0.00% | −36,542−10.9% | Reduced |
| Quad-Cities Investment Group, LLC | 309,082 | $1.15M | 0.58% | −12,045−3.8% | Reduced |
| Raymond James & Associates | 393,048 | $1.47M | 0.00% | +1,061+0.3% | Added |
| Janney Montgomery Scott LLC | 714,222 | $2.66M | 0.01% | −53,923−7.0% | Reduced |
| Karpus Management, Inc. | 943,662 | $3.52M | 0.10% | −121,676−11.4% | Reduced |
| 1607 Capital Partners, LLC | 1,010,994 | $3.77M | 0.34% | −2,400−0.2% | Reduced |
| Invesco Ltd. | 1,131,222 | $4.22M | 0.00% | +68,392+6.4% | Added |
| Morgan Stanley | 1,406,214 | $5.25M | 0.00% | −58,831−4.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,761,201 | $14.0M | 0.02% | −383,000−9.2% | Reduced |
| Sit Investment Associates Inc | 20,187,771 | $75.3M | 1.68% | +1,157,501+6.1% | Added |
| International Assets Investment Management, LLC | 197,985 | – | – | +144,906+273.0% | Added |
| Sterneck Capital Management, LLC | 0 | $0 | 0.00% | −78,304−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,084−100.0% | Sold out |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −15,280−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −11,307−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,271−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,632−100.0% | Sold out |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |