Franklin Premir Inc. Trust-UiPPT
13F holders, Q1 2025 (March 31)90holders −5
7new positions
11sold out
1famous investor
$3.61avg. 13F price*
At the end of Q1 2025, 90 institutions reported holding Franklin Premir Inc. Trust-Ui (PPT) in their 13F filings, down 5 from Q4 2024. 7 opened new positions and 11 sold out. The largest holders were Sit Investment Associates Inc. ($83.0M), Allspring Global Investments Holdings, LLC ($13.6M) and 1607 Capital Partners, LLC ($7.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Premir Inc. Trust-Ui
- Filed as
- PUTNAM PREMIER INCOME TR (Q1 2025)
- CUSIP
- 746853100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $513K |
| Exits | 11 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,713,306 shares bought and 837,664 shares sold, net +875,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Sit Investment Associates Inc. | 1.95% | Add +5.0% | 22,981,484 | $83.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -0.2% | 3,771,422 | $13.6M |
| 1607 Capital Partners, LLC | 0.64% | Add +11.7% | 2,190,650 | $7.9M |
| Morgan Stanley | 0.00% | Add +3.9% | 1,560,493 | $5.6M |
| Invesco Ltd. | 0.00% | Add +1.1% | 1,166,601 | $4.2M |
| Karpus Management, Inc. | 0.10% | Reduce -5.0% | 852,316 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.5% | 658,186 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.9% | 562,695 | $2.0M |
| Quad-Cities Investment Group, LLC | 0.51% | Add +1.1% | 287,920 | $1.0M |
| Riverbridge Partners LLC | 0.01% | Add +13.2% | 227,455 | $821K |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 214,427 | $774K |
| Royal Bank of Canada | 0.00% | Add +9.0% | 190,812 | $689K |
| Bank of America Corp. | 0.00% | Reduce -13.9% | 189,243 | $683K |
| Transform Wealth, LLC | 0.03% | No change | 156,049 | $563K |
| Future Financial Wealth Managment LLC | 0.35% | Add +6.9% | 132,846 | $480K |
| Shufro Rose & Co. LLC | 0.04% | No change | 131,700 | $475K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.3% | 128,332 | $463K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.5% | 114,650 | $414K |
| Intellus Advisors LLC | 0.07% | Add +1.3% | 103,110 | $372K |
| Pin Oak Investment Advisors Inc. | 0.28% | Reduce -2.5% | 103,320 | $372K |
| Papamarkou Wellner Asset Management inc. | 0.25% | Add +100.0% | 100,000 | $359K |
| LPL Financial LLC | 0.00% | Add +15.9% | 96,387 | $348K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.0% | 94,379 | $341K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 93,507 | $338K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.6% | 91,497 | $330K |
| Readystate Asset Management LP | 0.03% | New | 87,501 | $316K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.8% | 84,400 | $305K |
| Valley Brook Capital Group, Inc. | 0.24% | Reduce -6.0% | 83,250 | $301K |
| Creative Planning | 0.00% | No change | 78,567 | $284K |
| Mezzasalma Advisors, LLC | 0.09% | Add +2.9% | 72,133 | $260K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.3% | 71,621 | $259K |
| Oder Investment Management, LLC | 0.21% | Reduce -4.0% | 68,750 | $248K |
| UBS Group AG | 0.00% | Reduce -13.4% | 65,881 | $238K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.4% | 62,094 | $224K |
| Catalina Capital Group, LLC | 0.14% | No change | 57,685 | $208K |
| Clear Creek Financial Management, LLC | 0.02% | Add +32.6% | 51,194 | $185K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 51,176 | $185K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -8.1% | 44,043 | $159K |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 41,703 | $151K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.2% | 40,607 | $147K |
| Commonwealth Financial Services, LLC | 0.03% | No change | 40,190 | $145K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -29.0% | 39,487 | $143K |
| Wells Fargo & Company | 0.00% | Add +21.1% | 38,797 | $140K |
| Cetera Investment Advisers | 0.00% | Reduce -22.3% | 34,001 | $123K |
| Dynamic Advisor Solutions LLC | 0.00% | Add +6.7% | 31,920 | $115K |
| International Assets Investment Management, LLC | 0.01% | Reduce -39.9% | 31,879 | $115K |
| Gridiron Partners, LLC | 0.07% | No change | 28,985 | $105K |
| Gilman Hill Asset Management, LLC | 0.02% | No change | 28,500 | $103K |
| Ethos Financial Group, LLC | 0.01% | New | 26,526 | $96K |
| Uhlmann Price Securities, LLC | 0.07% | Add +2.9% | 24,655 | $89K |
| Register Financial Advisors LLC | 0.05% | Add +2.9% | 24,231 | $87K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.0% | 24,107 | $87K |
| Lazari Capital Management, Inc. | 0.03% | No change | 22,436 | $81K |
| Baird Financial Group, Inc. | 0.00% | New | 22,097 | $80K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -51.6% | 22,055 | $80K |
| Jones Financial Companies LLLP | 0.00% | Add +32.8% | 18,215 | $66K |
| Fortitude Advisory Group L.L.C. | 0.05% | No change | 17,886 | $63K |
| Mariner, LLC | 0.00% | Reduce -16.5% | 16,815 | $61K |
| Sanders Morris Harris LLC | 0.01% | No change | 15,490 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 12,688 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.7% | 12,081 | $44K |
| IFP Advisors, Inc | 0.00% | Add +138.0% | 11,850 | $43K |
| Citadel Advisors | 0.00% | Reduce -65.9% | 10,581 | $38K |
| South Plains Financial, Inc. | 0.02% | No change | 8,750 | $32K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 6,500 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -56.7% | 6,500 | $23K |
| Peoples Bank | 0.02% | No change | 6,241 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +2.6% | 5,130 | $19K |
| Barrett & Company, Inc. | 0.01% | No change | 5,000 | $18K |
| MAI Capital Management | 0.00% | No change | 5,000 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,500 | $16K |
| US Bancorp \de | 0.00% | No change | 3,500 | $13K |
| Geneos Wealth Management Inc. | 0.00% | New | 3,389 | $12K |
| Salem Investment Counselors Inc. | 0.00% | No change | 3,077 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 2,777 | $10K |
| Kimelman & Baird, LLC | 0.00% | No change | 2,529 | $9K |
| Noble Wealth Management PBC | 0.01% | New | 2,331 | $8K |
| WPG Advisers, LLC | 0.01% | Add +112.8% | 1,630 | $6K |
| American National Bank & Trust | 0.00% | No change | 1,400 | $5K |
| Lanark Financial, Inc. | 0.00% | — | 1,000 | $3K |
| Gould Capital, LLC | 0.00% | No change | 708 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 700 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 696 | $3K |
| Cwm, LLC | 0.00% | No change | 525 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 553 | $2K |
| Costello Asset Management, INC | 0.00% | New | 296 | $1K |
| Motco | 0.00% | No change | 208 | $751 |
| Comerica Bank | 0.00% | Reduce -26.4% | 206 | $742 |
| Mather Group, Llc. | 0.00% | New | 37 | $134 |
| Stonebridge Financial Group, LLC | 0.00% | No change | 28 | $101 |
"% of holder's portfolio" is PPT's weight in each manager's 13F, not the share of Franklin Premir Inc. Trust-Ui the manager owns.