Skip to content
Disclosery

PPT FRANKLIN PREMIER INCOME TR

Follow

SH BEN INT (fund), issuer CIK 827773

97 managers (97 13F filers) reported a position in PPT shares at 2024-12-31, 36,926,439 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
97
13F filers
97
New
12
Added
23
Reduced
25
Sold out
7
Shares held by filers
36,926,439

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC21,876,912$77.9M1.77%+1,689,14113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,779,876$13.5M0.02%+18,67513F-HRTimelineGroup
1607 Capital Partners, LLC1,961,373$6.98M0.56%+950,37913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,502,522$5.35M<0.01%+96,30813F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.1,154,335$4.11M<0.01%+23,11313F-HRTimelineGroup
Karpus Management, Inc.896,835$3.19M0.09%-46,82713F-HRTimeline
Janney Montgomery Scott LLC655,078$2.33M0.01%-59,14413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC597,849$2.13M<0.01%13F-HR/ATimelineGroup
Quad-Cities Investment Group, LLC284,691$1.01M0.5%-24,39113F-HRTimeline
Essential Planning, LLC.226,850$817K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/219,685$782K<0.01%+45,53413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210,755$750K<0.01%+57,98513F-HR/ATimelineGroup
RIVERBRIDGE PARTNERS LLC200,954$715K0.01%+77,79913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA175,069$624K<0.01%+23,56913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC165,071$588K<0.01%-8,71813F-HRTimeline
Transform Wealth, LLC156,049$560K0.03%new13F-HRTimeline
SHUFRO ROSE & CO LLC131,700$469K0.04%013F-HRTimeline
Future Financial Wealth Managment LLC124,282$442K0.32%-9,34813F-HRTimeline
Integrated Wealth Concepts LLC111,817$398K<0.01%+6,04113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC105,920$395K0.36%013F-HRTimeline
NewEdge Advisors, LLC110,700$394K<0.01%-3,00013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC107,909$384K<0.01%new13F-HRTimelineGroup
Intellus Advisors LLC101,744$362K0.06%13F-HRTimeline
Cambridge Investment Research Advisors,…100,129$356K<0.01%-1,43313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC96,285$343K0.01%-2,35513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC94,595$337K<0.01%+1,04713F-HRTimeline
Valley Brook Capital Group, Inc.88,596$315K0.24%-7,38813F-HRTimeline
Shaker Financial Services, LLC84,546$303K0.12%-177,76013F-HRTimeline
LPL Financial LLC83,175$296K<0.01%-1,58213F-HRTimeline
Creative Planningin group Creative Planning78,567$280K<0.01%+1,10013F-HRTimelineGroup
UBS Group AGin group UBS Group AG76,062$271K<0.01%-21,56813F-HRTimelineGroup
Oder Investment Management, LLC71,644$255K0.21%+5,18813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…71,384$254K0.01%+23,54413F-HRTimelineGroup
Mezzasalma Advisors, LLC70,095$250K0.08%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…65,686$234K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.62,330$222K<0.01%-10,61413F-HRTimelineGroup
Catalina Capital Group, LLC57,685$205K0.07%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…55,596$198K0.02%-30,46013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…53,079$190K0.02%-144,90613F-HRTimeline
Sheaff Brock Investment Advisors, LLC51,176$182K0.02%013F-HRTimeline
Papamarkou Wellner Asset Management inc.50,000$178K0.12%13F-HRTimeline
Capital Investment Advisors, LLC47,927$171K<0.01%-1,84013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,540$162K<0.01%+39,31013F-HRTimelineGroup
Cetera Investment Advisers43,753$156K<0.01%-18,20513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,203$147K<0.01%-4,22813F-HRTimelineGroup
Commonwealth Financial Services, LLC40,190$143K0.03%013F-HRTimeline
Clear Creek Financial Management, LLC38,594$137K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN32,046$114K<0.01%-1,08413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,994$110K<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC29,917$107K<0.01%+1,77613F-HRTimeline
Gridiron Partners, LLC28,985$103K0.07%013F-HRTimeline
Gilman Hill Asset Management, LLC28,500$101K0.02%+2,50013F-HRTimeline
HRT FINANCIAL LP24,792$88K<0.01%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC23,959$85.3K0.06%+50713F-HRTimeline
OneDigital Investment Advisors LLC23,644$84.2K<0.01%-13,86013F-HRTimeline
Register Financial Advisors LLC23,546$83.8K0.04%+49913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.22,436$79.9K0.03%013F-HRTimeline
Mariner, LLCin group Mariner, LLC20,144$71.7K<0.01%-78413F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP18,941$67K<0.01%-4,80813F-HRTimeline
Fortitude Advisory Group L.L.C.17,886$63.7K0.04%013F-HRTimeline
SANDERS MORRIS HARRIS LLC15,490$54.4K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…15,020$53.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,716$48.8K<0.01%+7,17713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS13,294$47.3K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,523$44.6K<0.01%+21413F-HRTimelineGroup
Whitener Capital Management, Inc.12,330$43.9K0.01%-7,97013F-HRTimeline
HTLF Bank12,170$43.3K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,768$41.9K<0.01%+22813F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.8,750$31.1K0.02%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.6,500$23.1K0.01%013F-HRTimeline
Peoples Bank/KS6,241$22.2K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC5,000$17.9K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.5,000$17.8K0.01%013F-HRTimeline
MAI Capital Management5,000$17.8K<0.01%new13F-HRTimeline
IFP Advisors, Inc4,979$17.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,500$16.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,500$12.5K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC3,077$11K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CREATIVE FINANCIAL DESIGNS INC /ADV2,777$9.89K<0.01%013F-HRTimeline
Kimelman & Baird, LLC2,529$9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC2,141$7.62K<0.01%-3,22613F-HRTimeline
Avior Wealth Management, LLC2,016$7.18K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,400$4.98K<0.01%new13F-HRTimeline
WPG Advisers, LLC766$2.73K<0.01%13F-HRTimeline
Gould Capital, LLC708$2.52K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.700$2.49K<0.01%013F-HRTimeline
Continuum Advisory, LLC696$2.48K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC525$2K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC553$1.97K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC500$1K<0.01%013F-HRTimeline
COMERICA BANK280$997<0.01%+7413F-HR/ATimeline
MOTCO208$740<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC150$534<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC28$100<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1$3<0.01%-99913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
SIGNATUREFD, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 29,575,920 PPT shares, 30.9% of the class, as of 2026-09-29, in a 13G/A filed 2026-10-01. 0000769317-26-000028

    Accepted , ingested