PPT Institutional Ownership
Franklin Premier Income Trust
1W: +0.9%
1M: +0.6%
3M: -3.5%
YTD: -6.6%
1Y: -8.7%
3Y: +19.4%
5Y: +3.5%
$3.26
+0.01 (+0.31%)
Pre-Market: $2.81 (-0.44, -13.65%)
Weekly Expected Move ±1.8%
$3
$3
$3
$3
$3
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — PPT
109
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$136M
Total Invested
12
New Positions
33
Increased
31
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (120 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 28,618,942 | $93M | +439,137 | +1.6% | 15Q | SEC ↗ |
| 2 | Allspring Global Investments Holdings, | 1,367,557 | $4M | — | +0.0% | 16Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,135,071 | $4M | +2,598 | +0.2% | 60Q | SEC ↗ |
| 4 | 1607 Capital Partners, LLC | 1,127,808 | $4M | -619,336 | -35.4% | 18Q | SEC ↗ |
| 5 | Invesco Ltd. | 934,604 | $3M | +37,669 | +4.2% | 71Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 800,392 | $3M | +25,493 | +3.3% | 38Q | SEC ↗ |
| 7 | RIVERBRIDGE PARTNERS LLC | 393,732 | $1M | -239,427 | -37.8% | 9Q | SEC ↗ |
| 8 | Advisors Asset Management, Inc. | 327,903 | $1M | -5,458 | -1.6% | 3Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 319,251 | $1M | -139,740 | -30.4% | 7Q | SEC ↗ |
| 10 | Quad-Cities Investment Group, LLC | 273,312 | $891K | +26,347 | +10.7% | 34Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 218,222 | $711K | +24,338 | +12.6% | 26Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 210,626 | $687K | +12,040 | +6.1% | 15Q | SEC ↗ |
| 13 | JONES FINANCIAL COMPANIES LLLP | 199,541 | $651K | +18,787 | +10.4% | 9Q | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 197,900 | $645K | +4,650 | +2.4% | 6Q | SEC ↗ |
| 15 | Shaker Financial Services, LLC NEW | 192,783 | $628K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Focus Partners Wealth | 187,994 | $613K | +53 | +0.0% | 3Q | SEC ↗ |
| 17 | Intellus Advisors LLC | 167,203 | $545K | +21,824 | +15.0% | 7Q | SEC ↗ |
| 18 | PIN OAK INVESTMENT ADVISORS INC | 162,520 | $530K | — | +0.0% | 10Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 157,493 | $513K | -11,635 | -6.9% | 67Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 135,625 | $442K | +32,167 | +31.1% | 38Q | SEC ↗ |
| 21 | LPL Financial LLC | 128,030 | $417K | -2,240 | -1.7% | 54Q | SEC ↗ |
| 22 | Mirador Capital Partners LP | 123,623 | $403K | +30,983 | +33.4% | 3Q | SEC ↗ |
| 23 | GILPIN WEALTH MANAGEMENT, LLC | 123,231 | $402K | +25,844 | +26.5% | 3Q | SEC ↗ |
| 24 | UBS Group AG | 121,242 | $395K | -28,950 | -19.3% | 47Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 117,461 | $383K | -951 | -0.8% | 13Q | SEC ↗ |
| 26 | SHUFRO ROSE & CO LLC | 117,000 | $381K | — | +0.0% | 81Q | SEC ↗ |
| 27 | Integrated Wealth Concepts LLC | 115,305 | $376K | +1,144 | +1.0% | 17Q | SEC ↗ |
| 28 | Stratos Wealth Partners, LTD. | 93,078 | $303K | +2,603 | +2.9% | 9Q | SEC ↗ |
| 29 | Apollon Wealth Management, LLC | 82,449 | $269K | +1,133 | +1.4% | 22Q | SEC ↗ |
| 30 | Creative Planning | 82,115 | $268K | — | +0.0% | 35Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 77,638 | $253K | -4,852 | -5.9% | 35Q | SEC ↗ |
| 32 | Mezzasalma Advisors, LLC | 75,816 | $247K | +1,416 | +1.9% | 7Q | SEC ↗ |
| 33 | CAPTRUST FINANCIAL ADVISORS | 74,940 | $244K | -1,343 | -1.8% | 5Q | SEC ↗ |
| 34 | WELLS FARGO & COMPANY/MN | 74,565 | $243K | +352 | +0.5% | 104Q | SEC ↗ |
| 35 | Oder Investment Management, LLC | 74,404 | $243K | -183 | -0.2% | 23Q | SEC ↗ |
| 36 | Valley Brook Capital Group, Inc. | 69,369 | $226K | -516 | -0.7% | 23Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 55,600 | $181K | -5,900 | -9.6% | 19Q | SEC ↗ |
| 38 | Clear Creek Financial Management, LLC | 52,294 | $170K | — | +0.0% | 21Q | SEC ↗ |
| 39 | Allworth Financial LP | 51,176 | $167K | — | +0.0% | 5Q | SEC ↗ |
| 40 | Papamarkou Wellner Asset Management in | 50,000 | $163K | -27,000 | -35.1% | 7Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 49,985 | $163K | +9,874 | +24.6% | 23Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 49,205 | $160K | +800 | +1.7% | 18Q | SEC ↗ |
| 43 | LEVEL FOUR ADVISORY SERVICES, LLC | 48,111 | $157K | +1 | +0.0% | 8Q | SEC ↗ |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 44,432 | $145K | +16,600 | +59.6% | 26Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 42,348 | $138K | +15,130 | +55.6% | 3Q | SEC ↗ |
| 46 | Karpus Management, Inc. | 41,262 | $135K | — | +0.0% | 3Q | SEC ↗ |
| 47 | Whalen Wealth Management Inc. | 40,580 | $132K | +12,958 | +46.9% | 2Q | SEC ↗ |
| 48 | Commonwealth Financial Services, LLC | 40,190 | $131K | — | +0.0% | 12Q | SEC ↗ |
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,724 | $123K | +15,647 | +70.9% | 4Q | SEC ↗ |
| 50 | Dynamic Advisor Solutions LLC | 35,887 | $117K | +2,710 | +8.2% | 8Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Shaker Financial Services, LLC | 192,783 | $628K |
| READYSTATE ASSET MANAGEMENT LP | 26,778 | $87K |
| HRT FINANCIAL LP | 21,458 | $70K |
| XTX Topco Ltd | 21,351 | $70K |
| KMT WEALTH MANAGEMENT, LLC | 19,594 | $64K |
| Global Retirement Partners, LLC | 9,236 | $30K |
| Farther Finance Advisors, LLC | 1,647 | $5K |
| Continuum Advisory, LLC | 696 | $2K |
| Cape Investment Advisory, Inc. | 300 | $1K |
| INVESTMENT COUNSEL CO OF NEVADA | 210 | $1K |
| Arax Advisory Partners | 200 | $1K |
| MERCER GLOBAL ADVISORS INC /ADV | 198 | $1K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Balyasny Asset Management L.P. | 131,676 | $429K |
| JANE STREET GROUP, LLC | 44,606 | $145K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 37,741 | $123K |
| Gridiron Partners, LLC | 28,985 | $94K |
| Logan Stone Capital, LLC | 22,997 | $75K |
| Integrity Advisory Solutions, LLC | 17,794 | $58K |
| SANDERS MORRIS HARRIS LLC | 15,490 | $50K |
| SUMMIT SECURITIES GROUP LLC | 8,091 | $26K |
| CWM, LLC | 5,600 | $18K |
| MAI Capital Management | 5,000 | $16K |
| BARTLETT & CO. WEALTH MANAGEMENT LL | 4,500 | $15K |
| CALDWELL SUTTER CAPITAL, INC. | 4,375 | $14K |
| SageView Advisory Group, LLC | 3,547 | $12K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,920 | $10K |
| Kimelman & Baird, LLC | 2,529 | $8K |
| JPMORGAN CHASE & CO | 1,587 | $5K |
| NBC SECURITIES, INC. | 1,000 | $3K |
| DV Trading LLC | 583 | $2K |
| Tower Research Capital LLC (TRC) | 405 | $1K |