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, Q1 2025
Institutional positions in Franklin Premier Income Trust as of Mar 31, 2025. 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
- 90
- −3 vs. Q4 2024
- Shares held
- 37.8M
- +876.6K (+2.4%) vs. Q4 2024
- Total value
- $136.4M
- +$4.97M (+3.8%) vs. Q4 2024
- New holders
- 7
- 30 more added
- Sold out
- 10
- 24 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 22,981,484 | $83.0M | 1.95% | +1,104,572+5.0% | Added |
| Allspring Global Investments Holdings, LLC | 3,771,422 | $13.6M | 0.02% | −8,454−0.2% | Reduced |
| 1607 Capital Partners, LLC | 2,190,650 | $7.91M | 0.64% | +229,277+11.7% | Added |
| Morgan Stanley | 1,560,493 | $5.63M | 0.00% | +57,971+3.9% | Added |
| Invesco Ltd. | 1,166,601 | $4.21M | 0.00% | +12,266+1.1% | Added |
| Karpus Management, Inc. | 852,316 | $3.08M | 0.10% | −44,519−5.0% | Reduced |
| Janney Montgomery Scott LLC | 658,186 | $2.38M | 0.01% | +3,108+0.5% | Added |
| Raymond James Financial Inc | 562,695 | $2.03M | 0.00% | −35,154−5.9% | Reduced |
| Quad-Cities Investment Group, LLC | 287,920 | $1.04M | 0.51% | +3,229+1.1% | Added |
| Riverbridge Partners LLC | 227,455 | $821.1K | 0.01% | +26,501+13.2% | Added |
| Advisor Group Holdings, Inc. | 214,427 | $774.0K | 0.00% | +3,672+1.7% | Added |
| Royal Bank of Canada | 190,812 | $689.0K | 0.00% | +15,743+9.0% | Added |
| Bank of America Corp | 189,243 | $683.2K | 0.00% | −30,442−13.9% | Reduced |
| Transform Wealth, LLC | 156,049 | $563.3K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 132,846 | $479.6K | 0.35% | +8,564+6.9% | Added |
| Shufro Rose & Co LLC | 131,700 | $475.4K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 128,332 | $463.0K | 0.00% | −36,739−22.3% | Reduced |
| Integrated Wealth Concepts LLC | 114,650 | $413.9K | 0.00% | +2,833+2.5% | Added |
| Intellus Advisors LLC | 103,110 | $372.2K | 0.07% | +1,366+1.3% | Added |
| Pin Oak Investment Advisors Inc | 103,320 | $372.0K | 0.28% | −2,600−2.5% | Reduced |
| Papamarkou Wellner Asset Management inc. | 100,000 | $359.0K | 0.25% | +50,000+100.0% | Added |
| LPL Financial LLC | 96,387 | $348.0K | 0.00% | +13,212+15.9% | Added |
| Apollon Wealth Management, LLC | 94,379 | $340.7K | 0.01% | −1,906−2.0% | Reduced |
| MML Investors Services, LLC | 93,507 | $338.0K | 0.00% | −1,088−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,497 | $330.0K | 0.00% | −8,632−8.6% | Reduced |
| Readystate Asset Management LP | 87,501 | $315.9K | 0.02% | +87,501 | New |
| GWM Advisors LLC | 84,400 | $304.7K | 0.00% | −26,300−23.8% | Reduced |
| Valley Brook Capital Group | 83,250 | $300.5K | 0.24% | −5,346−6.0% | Reduced |
| Creative Planning | 78,567 | $283.6K | 0.00% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 72,133 | $260.4K | 0.09% | +2,038+2.9% | Added |
| Level Four Advisory Services, LLC | 71,621 | $258.6K | 0.01% | +237+0.3% | Added |
| Oder Investment Management, LLC | 68,750 | $248.2K | 0.21% | −2,894−4.0% | Reduced |
| UBS Group AG | 65,881 | $237.8K | 0.00% | −10,181−13.4% | Reduced |
| Stratos Wealth Partners, LTD. | 62,094 | $224.2K | 0.00% | −236−0.4% | Reduced |
| Catalina Capital Group, LLC | 57,685 | $208.2K | 0.14% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 51,194 | $184.8K | 0.02% | +12,600+32.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $184.7K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 44,043 | $159.0K | 0.00% | −3,884−8.1% | Reduced |
| Stifel Financial Corp | 41,703 | $150.6K | 0.00% | +500+1.2% | Added |
| Susquehanna International Group, LLP | 40,607 | $146.6K | 0.00% | −25,079−38.2% | Reduced |
| Commonwealth Financial Services, LLC | 40,190 | $145.1K | 0.03% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 39,487 | $142.5K | 0.01% | −16,109−29.0% | Reduced |
| Wells Fargo & Company | 38,797 | $140.1K | 0.00% | +6,751+21.1% | Added |
| Cetera Investment Advisers | 34,001 | $122.7K | 0.00% | −9,752−22.3% | Reduced |
| Dynamic Advisor Solutions LLC | 31,920 | $115.2K | 0.00% | +2,003+6.7% | Added |
| International Assets Investment Management, LLC | 31,879 | $115.1K | 0.01% | −21,200−39.9% | Reduced |
| Gridiron Partners, LLC | 28,985 | $104.6K | 0.07% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 28,500 | $102.9K | 0.02% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 26,526 | $95.8K | 0.01% | +26,526 | New |
| Uhlmann Price Securities, LLC | 24,655 | $89.0K | 0.07% | +696+2.9% | Added |
| Register Financial Advisors LLC | 24,231 | $87.5K | 0.05% | +685+2.9% | Added |
| Resources Investment Advisors, LLC. | 24,107 | $87.0K | 0.00% | +463+2.0% | Added |
| Lazari Capital Management, Inc. | 22,436 | $81.0K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 22,097 | $79.8K | 0.00% | +22,097 | New |
| The PNC Financial Services Group, Inc. | 22,055 | $79.6K | 0.00% | −23,485−51.6% | Reduced |
| Jones Financial Companies LLLP | 18,215 | $65.6K | 0.00% | +4,499+32.8% | Added |
| Fortitude Advisory Group L.L.C. | 17,886 | $63.5K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 16,815 | $60.7K | 0.00% | −3,329−16.5% | Reduced |
| Sanders Morris Harris LLC | 15,490 | $55.9K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,688 | $44.5K | 0.00% | +165+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 12,081 | $43.6K | 0.00% | +313+2.7% | Added |
| IFP Advisors, Inc | 11,850 | $42.8K | 0.00% | +6,871+138.0% | Added |
| Citadel Advisors LLC | 10,581 | $38.2K | 0.00% | −20,413−65.9% | Reduced |
| South Plains Financial, Inc. | 8,750 | $31.6K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,500 | $23.5K | 0.00% | −8,520−56.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,500 | $23.5K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 6,241 | $22.5K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5,130 | $18.6K | 0.01% | +130+2.6% | Added |
| Barrett & Company, Inc. | 5,000 | $18.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,389 | $12.2K | 0.00% | +3,389 | New |
| Salem Investment Counselors Inc | 3,077 | $11.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,777 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,529 | $9.13K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,331 | $8.41K | 0.01% | +2,331 | New |
| WPG Advisers, LLC | 1,630 | $5.88K | 0.01% | +864+112.8% | Added |
| American National Bank | 1,400 | $5.05K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | +999+99,900.0% | Added |
| Gould Capital, LLC | 708 | $2.56K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.53K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 696 | $2.51K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 525 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $2.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 296 | $1.07K | 0.00% | +296 | New |
| Motco | 208 | $751 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 206 | $742 | 0.00% | −74−26.4% | Reduced |
| Mather Group, LLC. | 37 | $134 | 0.00% | +37 | New |
| Stonebridge Financial Group, LLC | 28 | $101 | 0.00% | 00.0% | Unchanged |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −226,850−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −107,909−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −84,546−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,792−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −18,941−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −13,294−100.0% | Sold out |
| Whitener Capital Management, Inc. | 0 | $0 | 0.00% | −12,330−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |