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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 1 | $3 | 0.00% | −999−99.9% | Reduced |
| Stonebridge Financial Group, LLC | 28 | $100 | 0.00% | +28 | New |
| St Germain D J Co Inc | 150 | $534 | 0.00% | +150 | New |
| Motco | 208 | $740 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 280 | $997 | 0.00% | +74+35.9% | Added |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $1.97K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 525 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 696 | $2.48K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.49K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.52K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 766 | $2.73K | 0.00% | +766 | New |
| American National Bank | 1,400 | $4.98K | 0.00% | +1,400 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,016 | $7.18K | 0.00% | +2,016 | New |
| Global Retirement Partners, LLC | 2,141 | $7.62K | 0.00% | −3,226−60.1% | Reduced |
| Kimelman & Baird, LLC | 2,529 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,777 | $9.89K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,979 | $17.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,000 | $17.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $17.8K | 0.00% | +5,000 | New |
| Medallion Wealth Advisors, LLC | 5,000 | $17.9K | 0.01% | +5,000 | New |
| Peoples Bank | 6,241 | $22.2K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,500 | $23.1K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 8,750 | $31.1K | 0.02% | +8,750 | New |
| Northwestern Mutual Wealth Management Co | 11,768 | $41.9K | 0.00% | +228+2.0% | Added |
| HTLF Bank | 12,170 | $43.3K | 0.00% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 12,330 | $43.9K | 0.01% | −7,970−39.3% | Reduced |
| CIBC Private Wealth Group, LLC | 12,523 | $44.6K | 0.00% | +214+1.7% | Added |
| Captrust Financial Advisors | 13,294 | $47.3K | 0.00% | +13,294 | New |
| Jones Financial Companies LLLP | 13,716 | $48.8K | 0.00% | +7,177+109.8% | Added |
| Steward Partners Investment Advisory, LLC | 15,020 | $53.5K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 15,490 | $54.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 17,886 | $63.7K | 0.04% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 18,941 | $67.0K | 0.00% | −4,808−20.2% | Reduced |
| Mariner, LLC | 20,144 | $71.7K | 0.00% | −784−3.7% | Reduced |
| Lazari Capital Management, Inc. | 22,436 | $79.9K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 23,546 | $83.8K | 0.04% | +499+2.2% | Added |
| Resources Investment Advisors, LLC. | 23,644 | $84.2K | 0.00% | −13,860−37.0% | Reduced |
| Uhlmann Price Securities, LLC | 23,959 | $85.3K | 0.06% | +507+2.2% | Added |
| HRT Financial LP | 24,792 | $88.0K | 0.00% | +24,792 | New |
| Gilman Hill Asset Management, LLC | 28,500 | $101.5K | 0.02% | +2,500+9.6% | Added |
| Gridiron Partners, LLC | 28,985 | $103.2K | 0.07% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 29,917 | $106.5K | 0.00% | +1,776+6.3% | Added |
| Citadel Advisors LLC | 30,994 | $110.3K | 0.00% | +30,994 | New |
| Wells Fargo & Company | 32,046 | $114.1K | 0.00% | −1,084−3.3% | Reduced |
| Clear Creek Financial Management, LLC | 38,594 | $137.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 40,190 | $143.1K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 41,203 | $146.7K | 0.00% | −4,228−9.3% | Reduced |
| Cetera Investment Advisers | 43,753 | $155.8K | 0.00% | −18,205−29.4% | Reduced |
| The PNC Financial Services Group, Inc. | 45,540 | $162.1K | 0.00% | +39,310+631.0% | Added |
| Capital Investment Advisors, LLC | 47,927 | $170.6K | 0.00% | −1,840−3.7% | Reduced |
| Papamarkou Wellner Asset Management inc. | 50,000 | $178.0K | 0.12% | +50,000 | New |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $182.2K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 53,079 | $190.0K | 0.02% | −144,906−73.2% | Reduced |
| Landscape Capital Management, L.L.C. | 55,596 | $197.9K | 0.02% | −30,460−35.4% | Reduced |
| Catalina Capital Group, LLC | 57,685 | $205.4K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 62,330 | $221.9K | 0.00% | −10,614−14.6% | Reduced |
| Susquehanna International Group, LLP | 65,686 | $233.8K | 0.00% | +65,686 | New |
| Mezzasalma Advisors, LLC | 70,095 | $249.5K | 0.08% | +70,095 | New |
| Level Four Advisory Services, LLC | 71,384 | $254.1K | 0.01% | +23,544+49.2% | Added |
| Oder Investment Management, LLC | 71,644 | $255.1K | 0.21% | +5,188+7.8% | Added |
| UBS Group AG | 76,062 | $270.8K | 0.00% | −21,568−22.1% | Reduced |
| Creative Planning | 78,567 | $279.7K | 0.00% | +1,100+1.4% | Added |
| LPL Financial LLC | 83,175 | $296.1K | 0.00% | −1,582−1.9% | Reduced |
| Shaker Financial Services, LLC | 84,546 | $303.2K | 0.12% | −177,760−67.8% | Reduced |
| Valley Brook Capital Group | 88,596 | $315.4K | 0.24% | −7,388−7.7% | Reduced |
| MML Investors Services, LLC | 94,595 | $337.0K | 0.00% | +1,047+1.1% | Added |
| Apollon Wealth Management, LLC | 96,285 | $342.8K | 0.01% | −2,355−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 100,129 | $356.0K | 0.00% | −1,433−1.4% | Reduced |
| Intellus Advisors LLC | 101,744 | $362.2K | 0.06% | +101,744 | New |
| Pathstone Holdings, LLC | 107,909 | $384.2K | 0.00% | +107,909 | New |
| GWM Advisors LLC | 110,700 | $394.1K | 0.00% | −3,000−2.6% | Reduced |
| Pin Oak Investment Advisors Inc | 105,920 | $395.0K | 0.36% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 111,817 | $398.1K | 0.00% | +6,041+5.7% | Added |
| Future Financial Wealth Managment LLC | 124,282 | $442.4K | 0.32% | −9,348−7.0% | Reduced |
| Shufro Rose & Co LLC | 131,700 | $468.9K | 0.04% | 00.0% | Unchanged |
| Transform Wealth, LLC | 156,049 | $559.5K | 0.03% | +156,049 | New |
| Commonwealth Equity Services, LLC | 165,071 | $588.0K | 0.00% | −8,718−5.0% | Reduced |
| Royal Bank of Canada | 175,069 | $624.0K | 0.00% | +23,569+15.6% | Added |
| Riverbridge Partners LLC | 200,954 | $715.4K | 0.01% | +77,799+63.2% | Added |
| Advisor Group Holdings, Inc. | 210,755 | $750.2K | 0.00% | +57,985+38.0% | Added |
| Bank of America Corp | 219,685 | $782.1K | 0.00% | +45,534+26.1% | Added |
| Essential Planning, LLC. | 226,850 | $816.8K | 0.01% | +226,850 | New |
| Quad-Cities Investment Group, LLC | 284,691 | $1.01M | 0.50% | −24,391−7.9% | Reduced |
| Raymond James Financial Inc | 597,849 | $2.13M | 0.00% | +597,849 | New |
| Janney Montgomery Scott LLC | 655,078 | $2.33M | 0.01% | −59,144−8.3% | Reduced |
| Karpus Management, Inc. | 896,835 | $3.19M | 0.09% | −46,827−5.0% | Reduced |
| Invesco Ltd. | 1,154,335 | $4.11M | 0.00% | +23,113+2.0% | Added |
| Morgan Stanley | 1,502,522 | $5.35M | 0.00% | +96,308+6.8% | Added |
| 1607 Capital Partners, LLC | 1,961,373 | $6.98M | 0.56% | +950,379+94.0% | Added |
| Allspring Global Investments Holdings, LLC | 3,779,876 | $13.5M | 0.02% | +18,675+0.5% | Added |
| Sit Investment Associates Inc | 21,876,912 | $77.9M | 1.77% | +1,689,141+8.4% | Added |
| 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 |