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Disclosery

PPT FRANKLIN PREMIER INCOME TR

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SH BEN INT (fund), issuer CIK 827773

91 managers (91 13F filers) reported a position in PPT shares at 2025-03-31, 37,788,769 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
91
13F filers
91
New
7
Added
30
Reduced
24
Sold out
11
Shares held by filers
37,788,769

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC22,981,484$83M1.95%+1,104,57213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,771,422$13.6M0.02%-8,45413F-HRTimelineGroup
1607 Capital Partners, LLC2,190,650$7.91M0.64%+229,27713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,560,493$5.63M<0.01%+57,97113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,166,601$4.21M<0.01%+12,26613F-HRTimelineGroup
Karpus Management, Inc.852,316$3.08M0.1%-44,51913F-HRTimeline
Janney Montgomery Scott LLC658,186$2.38M0.01%+3,10813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC562,695$2.03M<0.01%-35,15413F-HRTimelineGroup
Quad-Cities Investment Group, LLC287,920$1.04M0.51%+3,22913F-HRTimeline
RIVERBRIDGE PARTNERS LLC227,455$821K0.01%+26,50113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.214,427$774K<0.01%+3,67213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA190,812$689K<0.01%+15,74313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/189,243$683K<0.01%-30,44213F-HRTimelineGroup
Transform Wealth, LLC156,049$563K0.03%013F-HRTimeline
Future Financial Wealth Managment LLC132,846$480K0.35%+8,56413F-HRTimeline
SHUFRO ROSE & CO LLC131,700$475K0.04%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC128,332$463K<0.01%-36,73913F-HRTimeline
Integrated Wealth Concepts LLC114,650$414K<0.01%+2,83313F-HRTimeline
Intellus Advisors LLC103,110$372K0.07%+1,36613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC103,320$372K0.28%-2,60013F-HRTimeline
Papamarkou Wellner Asset Management inc.100,000$359K0.25%+50,00013F-HRTimeline
LPL Financial LLC96,387$348K<0.01%+13,21213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC94,379$341K0.01%-1,90613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC93,507$338K<0.01%-1,08813F-HRTimeline
Cambridge Investment Research Advisors,…91,497$330K<0.01%-8,63213F-HRTimeline
READYSTATE ASSET MANAGEMENT LP87,501$316K0.02%new13F-HRTimeline
NewEdge Advisors, LLC84,400$305K<0.01%-26,30013F-HRTimeline
Valley Brook Capital Group, Inc.83,250$301K0.24%-5,34613F-HRTimeline
Creative Planningin group Creative Planning78,567$284K<0.01%013F-HRTimelineGroup
Mezzasalma Advisors, LLC72,133$260K0.09%+2,03813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…71,621$259K0.01%+23713F-HRTimelineGroup
Oder Investment Management, LLC68,750$248K0.21%-2,89413F-HRTimeline
UBS Group AGin group UBS Group AG65,881$238K<0.01%-10,18113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.62,094$224K<0.01%-23613F-HRTimelineGroup
Catalina Capital Group, LLC57,685$208K0.14%013F-HRTimeline
Clear Creek Financial Management, LLC51,194$185K0.02%+12,60013F-HRTimeline
Sheaff Brock Investment Advisors, LLC51,176$185K0.02%013F-HRTimeline
Capital Investment Advisors, LLC44,043$159K<0.01%-3,88413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,703$151K<0.01%+50013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,607$147K<0.01%-25,07913F-HRTimelineGroup
Commonwealth Financial Services, LLC40,190$145K0.03%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…39,487$143K0.01%-16,10913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,797$140K<0.01%+6,75113F-HRTimelineGroup
Cetera Investment Advisers34,001$123K<0.01%-9,75213F-HRTimeline
Dynamic Advisor Solutions LLC31,920$115K<0.01%+2,00313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31,879$115K0.01%-21,20013F-HRTimeline
Gridiron Partners, LLC28,985$105K0.07%013F-HRTimeline
Gilman Hill Asset Management, LLC28,500$103K0.02%013F-HRTimeline
Ethos Financial Group, LLC26,526$95.8K0.01%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC24,655$89K0.07%+69613F-HRTimeline
Register Financial Advisors LLC24,231$87.5K0.05%+68513F-HRTimeline
OneDigital Investment Advisors LLC24,107$87K<0.01%+46313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.22,436$81K0.03%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,097$79.8K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,055$79.6K<0.01%-23,48513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,215$65.6K<0.01%+4,49913F-HR/ATimelineGroup
Fortitude Advisory Group L.L.C.17,886$63.5K0.05%013F-HRTimeline
Mariner, LLCin group Mariner, LLC16,815$60.7K<0.01%-3,32913F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC15,490$55.9K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,688$44.5K<0.01%+16513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,081$43.6K<0.01%+31313F-HRTimelineGroup
IFP Advisors, Inc11,850$42.8K<0.01%+6,87113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,581$38.2K<0.01%-20,41313F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.8,750$31.6K0.02%013F-HRTimeline
Geneos Wealth Management Inc.3,389$24.5K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
BROWN, LISLE/CUMMINGS, INC.6,500$23.5K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…6,500$23.5K<0.01%-8,52013F-HRTimeline
Peoples Bank/KS6,241$22.5K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC5,130$18.6K0.01%+13013F-HRTimeline
BARRETT & COMPANY, INC.5,000$18.1K0.01%013F-HRTimeline
MAI Capital Management5,000$18.1K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,500$16.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,500$12.6K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC3,077$11.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,777$10K<0.01%013F-HRTimeline
Kimelman & Baird, LLC2,529$9.13K<0.01%013F-HRTimeline
Noble Wealth Management PBC2,331$8.41K0.01%new13F-HRTimeline
WPG Advisers, LLC1,630$5.88K0.01%+86413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,400$5.05K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,000$3K<0.01%+99913F-HRTimeline
Gould Capital, LLC708$2.56K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.700$2.53K<0.01%013F-HRTimeline
Continuum Advisory, LLC696$2.51K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC525$2K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC553$2K<0.01%013F-HRTimeline
Costello Asset Management, INC296$1.07K<0.01%new13F-HRTimeline
MOTCO208$751<0.01%013F-HRTimeline
COMERICA BANK206$742<0.01%-7413F-HRTimeline
MATHER GROUP, LLC.37$134<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC28$101<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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