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 |
|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 28 | $101 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 37 | $134 | 0.00% | +37 | New |
| Comerica Bank | 206 | $742 | 0.00% | −74−26.4% | Reduced |
| Motco | 208 | $751 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 296 | $1.07K | 0.00% | +296 | New |
| Rothschild Investment LLC | 553 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 525 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 696 | $2.51K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.53K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.56K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | +999+99,900.0% | Added |
| American National Bank | 1,400 | $5.05K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,630 | $5.88K | 0.01% | +864+112.8% | Added |
| Noble Wealth Management PBC | 2,331 | $8.41K | 0.01% | +2,331 | New |
| Kimelman & Baird, LLC | 2,529 | $9.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,777 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $11.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,389 | $12.2K | 0.00% | +3,389 | New |
| US Bancorp | 3,500 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,000 | $18.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5,130 | $18.6K | 0.01% | +130+2.6% | Added |
| Peoples Bank | 6,241 | $22.5K | 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 |
| South Plains Financial, Inc. | 8,750 | $31.6K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,581 | $38.2K | 0.00% | −20,413−65.9% | Reduced |
| IFP Advisors, Inc | 11,850 | $42.8K | 0.00% | +6,871+138.0% | Added |
| Northwestern Mutual Wealth Management Co | 12,081 | $43.6K | 0.00% | +313+2.7% | Added |
| CIBC Private Wealth Group, LLC | 12,688 | $44.5K | 0.00% | +165+1.3% | Added |
| Sanders Morris Harris LLC | 15,490 | $55.9K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 16,815 | $60.7K | 0.00% | −3,329−16.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 17,886 | $63.5K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 18,215 | $65.6K | 0.00% | +4,499+32.8% | Added |
| The PNC Financial Services Group, Inc. | 22,055 | $79.6K | 0.00% | −23,485−51.6% | Reduced |
| Baird Financial Group, Inc. | 22,097 | $79.8K | 0.00% | +22,097 | New |
| Lazari Capital Management, Inc. | 22,436 | $81.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 24,107 | $87.0K | 0.00% | +463+2.0% | Added |
| Register Financial Advisors LLC | 24,231 | $87.5K | 0.05% | +685+2.9% | Added |
| Uhlmann Price Securities, LLC | 24,655 | $89.0K | 0.07% | +696+2.9% | Added |
| Ethos Financial Group, LLC | 26,526 | $95.8K | 0.01% | +26,526 | New |
| Gilman Hill Asset Management, LLC | 28,500 | $102.9K | 0.02% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 28,985 | $104.6K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 31,879 | $115.1K | 0.01% | −21,200−39.9% | Reduced |
| Dynamic Advisor Solutions LLC | 31,920 | $115.2K | 0.00% | +2,003+6.7% | Added |
| Cetera Investment Advisers | 34,001 | $122.7K | 0.00% | −9,752−22.3% | Reduced |
| Wells Fargo & Company | 38,797 | $140.1K | 0.00% | +6,751+21.1% | Added |
| Landscape Capital Management, L.L.C. | 39,487 | $142.5K | 0.01% | −16,109−29.0% | Reduced |
| Commonwealth Financial Services, LLC | 40,190 | $145.1K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 40,607 | $146.6K | 0.00% | −25,079−38.2% | Reduced |
| Stifel Financial Corp | 41,703 | $150.6K | 0.00% | +500+1.2% | Added |
| Capital Investment Advisors, LLC | 44,043 | $159.0K | 0.00% | −3,884−8.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $184.7K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 51,194 | $184.8K | 0.02% | +12,600+32.6% | Added |
| Catalina Capital Group, LLC | 57,685 | $208.2K | 0.14% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 62,094 | $224.2K | 0.00% | −236−0.4% | Reduced |
| UBS Group AG | 65,881 | $237.8K | 0.00% | −10,181−13.4% | Reduced |
| Oder Investment Management, LLC | 68,750 | $248.2K | 0.21% | −2,894−4.0% | Reduced |
| Level Four Advisory Services, LLC | 71,621 | $258.6K | 0.01% | +237+0.3% | Added |
| Mezzasalma Advisors, LLC | 72,133 | $260.4K | 0.09% | +2,038+2.9% | Added |
| Creative Planning | 78,567 | $283.6K | 0.00% | 00.0% | Unchanged |
| Valley Brook Capital Group | 83,250 | $300.5K | 0.24% | −5,346−6.0% | Reduced |
| GWM Advisors LLC | 84,400 | $304.7K | 0.00% | −26,300−23.8% | Reduced |
| Readystate Asset Management LP | 87,501 | $315.9K | 0.02% | +87,501 | New |
| Cambridge Investment Research Advisors, Inc. | 91,497 | $330.0K | 0.00% | −8,632−8.6% | Reduced |
| MML Investors Services, LLC | 93,507 | $338.0K | 0.00% | −1,088−1.2% | Reduced |
| Apollon Wealth Management, LLC | 94,379 | $340.7K | 0.01% | −1,906−2.0% | Reduced |
| LPL Financial LLC | 96,387 | $348.0K | 0.00% | +13,212+15.9% | Added |
| Papamarkou Wellner Asset Management inc. | 100,000 | $359.0K | 0.25% | +50,000+100.0% | Added |
| Pin Oak Investment Advisors Inc | 103,320 | $372.0K | 0.28% | −2,600−2.5% | Reduced |
| Intellus Advisors LLC | 103,110 | $372.2K | 0.07% | +1,366+1.3% | Added |
| Integrated Wealth Concepts LLC | 114,650 | $413.9K | 0.00% | +2,833+2.5% | Added |
| Commonwealth Equity Services, LLC | 128,332 | $463.0K | 0.00% | −36,739−22.3% | Reduced |
| Shufro Rose & Co LLC | 131,700 | $475.4K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 132,846 | $479.6K | 0.35% | +8,564+6.9% | Added |
| Transform Wealth, LLC | 156,049 | $563.3K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 189,243 | $683.2K | 0.00% | −30,442−13.9% | Reduced |
| Royal Bank of Canada | 190,812 | $689.0K | 0.00% | +15,743+9.0% | Added |
| Advisor Group Holdings, Inc. | 214,427 | $774.0K | 0.00% | +3,672+1.7% | Added |
| Riverbridge Partners LLC | 227,455 | $821.1K | 0.01% | +26,501+13.2% | Added |
| Quad-Cities Investment Group, LLC | 287,920 | $1.04M | 0.51% | +3,229+1.1% | Added |
| Raymond James Financial Inc | 562,695 | $2.03M | 0.00% | −35,154−5.9% | Reduced |
| Janney Montgomery Scott LLC | 658,186 | $2.38M | 0.01% | +3,108+0.5% | Added |
| Karpus Management, Inc. | 852,316 | $3.08M | 0.10% | −44,519−5.0% | Reduced |
| Invesco Ltd. | 1,166,601 | $4.21M | 0.00% | +12,266+1.1% | Added |
| Morgan Stanley | 1,560,493 | $5.63M | 0.00% | +57,971+3.9% | Added |
| 1607 Capital Partners, LLC | 2,190,650 | $7.91M | 0.64% | +229,277+11.7% | Added |
| Allspring Global Investments Holdings, LLC | 3,771,422 | $13.6M | 0.02% | −8,454−0.2% | Reduced |
| Sit Investment Associates Inc | 22,981,484 | $83.0M | 1.95% | +1,104,572+5.0% | Added |
| 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 |