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, Q4 2024
Institutional positions in Franklin Premier Income Trust as of Dec 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
- 95
- +12 vs. Q3 2024
- Shares held
- 36.9M
- +3.86M (+11.7%) vs. Q3 2024
- Total value
- $131.5M
- +$8.91M (+7.3%) vs. Q3 2024
- New holders
- 19
- 23 more added
- Sold out
- 7
- 25 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 21,876,912 | $77.9M | 1.77% | +1,689,141+8.4% | Added |
| Allspring Global Investments Holdings, LLC | 3,779,876 | $13.5M | 0.02% | +18,675+0.5% | Added |
| 1607 Capital Partners, LLC | 1,961,373 | $6.98M | 0.56% | +950,379+94.0% | Added |
| Morgan Stanley | 1,502,522 | $5.35M | 0.00% | +96,308+6.8% | Added |
| Invesco Ltd. | 1,154,335 | $4.11M | 0.00% | +23,113+2.0% | Added |
| Karpus Management, Inc. | 896,835 | $3.19M | 0.09% | −46,827−5.0% | Reduced |
| Janney Montgomery Scott LLC | 655,078 | $2.33M | 0.01% | −59,144−8.3% | Reduced |
| Raymond James Financial Inc | 597,849 | $2.13M | 0.00% | +597,849 | New |
| Quad-Cities Investment Group, LLC | 284,691 | $1.01M | 0.50% | −24,391−7.9% | Reduced |
| Essential Planning, LLC. | 226,850 | $816.8K | 0.01% | +226,850 | New |
| Bank of America Corp | 219,685 | $782.1K | 0.00% | +45,534+26.1% | Added |
| Advisor Group Holdings, Inc. | 210,755 | $750.2K | 0.00% | +57,985+38.0% | Added |
| Riverbridge Partners LLC | 200,954 | $715.4K | 0.01% | +77,799+63.2% | Added |
| Royal Bank of Canada | 175,069 | $624.0K | 0.00% | +23,569+15.6% | Added |
| Commonwealth Equity Services, LLC | 165,071 | $588.0K | 0.00% | −8,718−5.0% | Reduced |
| Transform Wealth, LLC | 156,049 | $559.5K | 0.03% | +156,049 | New |
| Shufro Rose & Co LLC | 131,700 | $468.9K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 124,282 | $442.4K | 0.32% | −9,348−7.0% | Reduced |
| Integrated Wealth Concepts LLC | 111,817 | $398.1K | 0.00% | +6,041+5.7% | Added |
| Pin Oak Investment Advisors Inc | 105,920 | $395.0K | 0.36% | 00.0% | Unchanged |
| GWM Advisors LLC | 110,700 | $394.1K | 0.00% | −3,000−2.6% | Reduced |
| Pathstone Holdings, LLC | 107,909 | $384.2K | 0.00% | +107,909 | New |
| Intellus Advisors LLC | 101,744 | $362.2K | 0.06% | +101,744 | New |
| Cambridge Investment Research Advisors, Inc. | 100,129 | $356.0K | 0.00% | −1,433−1.4% | Reduced |
| Apollon Wealth Management, LLC | 96,285 | $342.8K | 0.01% | −2,355−2.4% | Reduced |
| MML Investors Services, LLC | 94,595 | $337.0K | 0.00% | +1,047+1.1% | Added |
| Valley Brook Capital Group | 88,596 | $315.4K | 0.24% | −7,388−7.7% | Reduced |
| Shaker Financial Services, LLC | 84,546 | $303.2K | 0.12% | −177,760−67.8% | Reduced |
| LPL Financial LLC | 83,175 | $296.1K | 0.00% | −1,582−1.9% | Reduced |
| Creative Planning | 78,567 | $279.7K | 0.00% | +1,100+1.4% | Added |
| UBS Group AG | 76,062 | $270.8K | 0.00% | −21,568−22.1% | Reduced |
| Oder Investment Management, LLC | 71,644 | $255.1K | 0.21% | +5,188+7.8% | Added |
| Level Four Advisory Services, LLC | 71,384 | $254.1K | 0.01% | +23,544+49.2% | Added |
| Mezzasalma Advisors, LLC | 70,095 | $249.5K | 0.08% | +70,095 | New |
| Susquehanna International Group, LLP | 65,686 | $233.8K | 0.00% | +65,686 | New |
| Stratos Wealth Partners, LTD. | 62,330 | $221.9K | 0.00% | −10,614−14.6% | Reduced |
| Catalina Capital Group, LLC | 57,685 | $205.4K | 0.07% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 55,596 | $197.9K | 0.02% | −30,460−35.4% | Reduced |
| International Assets Investment Management, LLC | 53,079 | $190.0K | 0.02% | −144,906−73.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $182.2K | 0.02% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 50,000 | $178.0K | 0.12% | +50,000 | New |
| Capital Investment Advisors, LLC | 47,927 | $170.6K | 0.00% | −1,840−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 45,540 | $162.1K | 0.00% | +39,310+631.0% | Added |
| Cetera Investment Advisers | 43,753 | $155.8K | 0.00% | −18,205−29.4% | Reduced |
| Stifel Financial Corp | 41,203 | $146.7K | 0.00% | −4,228−9.3% | Reduced |
| Commonwealth Financial Services, LLC | 40,190 | $143.1K | 0.03% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 38,594 | $137.4K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 32,046 | $114.1K | 0.00% | −1,084−3.3% | Reduced |
| Citadel Advisors LLC | 30,994 | $110.3K | 0.00% | +30,994 | New |
| Dynamic Advisor Solutions LLC | 29,917 | $106.5K | 0.00% | +1,776+6.3% | Added |
| Gridiron Partners, LLC | 28,985 | $103.2K | 0.07% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 28,500 | $101.5K | 0.02% | +2,500+9.6% | Added |
| HRT Financial LP | 24,792 | $88.0K | 0.00% | +24,792 | New |
| Uhlmann Price Securities, LLC | 23,959 | $85.3K | 0.06% | +507+2.2% | Added |
| Resources Investment Advisors, LLC. | 23,644 | $84.2K | 0.00% | −13,860−37.0% | Reduced |
| Register Financial Advisors LLC | 23,546 | $83.8K | 0.04% | +499+2.2% | Added |
| Lazari Capital Management, Inc. | 22,436 | $79.9K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 20,144 | $71.7K | 0.00% | −784−3.7% | Reduced |
| Peapack Gladstone Financial Corp | 18,941 | $67.0K | 0.00% | −4,808−20.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 17,886 | $63.7K | 0.04% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 15,490 | $54.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15,020 | $53.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 13,716 | $48.8K | 0.00% | +7,177+109.8% | Added |
| Captrust Financial Advisors | 13,294 | $47.3K | 0.00% | +13,294 | New |
| CIBC Private Wealth Group, LLC | 12,523 | $44.6K | 0.00% | +214+1.7% | Added |
| Whitener Capital Management, Inc. | 12,330 | $43.9K | 0.01% | −7,970−39.3% | Reduced |
| HTLF Bank | 12,170 | $43.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,768 | $41.9K | 0.00% | +228+2.0% | Added |
| South Plains Financial, Inc. | 8,750 | $31.1K | 0.02% | +8,750 | New |
| Brown, Lisle/Cummings, Inc. | 6,500 | $23.1K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 6,241 | $22.2K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5,000 | $17.9K | 0.01% | +5,000 | New |
| Barrett & Company, Inc. | 5,000 | $17.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $17.8K | 0.00% | +5,000 | New |
| IFP Advisors, Inc | 4,979 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,777 | $9.89K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,529 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,141 | $7.62K | 0.00% | −3,226−60.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,016 | $7.18K | 0.00% | +2,016 | New |
| American National Bank | 1,400 | $4.98K | 0.00% | +1,400 | New |
| WPG Advisers, LLC | 766 | $2.73K | 0.00% | +766 | New |
| Gould Capital, LLC | 708 | $2.52K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.49K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 696 | $2.48K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 525 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $1.97K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 280 | $997 | 0.00% | +74+35.9% | Added |
| Motco | 208 | $740 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 150 | $534 | 0.00% | +150 | New |
| Stonebridge Financial Group, LLC | 28 | $100 | 0.00% | +28 | New |
| NBC Securities, Inc. | 1 | $3 | 0.00% | −999−99.9% | Reduced |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −20,826−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −19,566−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −15,761−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,573−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −2,649−100.0% | Sold out |