Franklin Premir Inc. Trust-UiPPT
13F holders, Q4 2025 (December 31)107holders +14
19new positions
9sold out
1famous investor
$3.54avg. 13F price*
At the end of Q4 2025, 107 institutions reported holding Franklin Premir Inc. Trust-Ui (PPT) in their 13F filings, up 14 from Q3 2025. 19 opened new positions and 9 sold out. The largest holders were Sit Investment Associates Inc. ($100.2M), 1607 Capital Partners, LLC ($6.2M) and Morgan Stanley ($5.0M). 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 (Q4 2025)
- CUSIP
- 746853100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $3.4M |
| Exits | 9 | $856K |
All 13F filers, Q3 2025 → Q4 2025: 2,666,719 shares bought and 1,298,102 shares sold, net +1,368,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Sit Investment Associates Inc. | 1.97% | Add +3.6% | 28,292,873 | $100.2M |
| 1607 Capital Partners, LLC | 0.42% | Reduce -14.9% | 1,747,144 | $6.2M |
| Morgan Stanley | 0.00% | Reduce -8.2% | 1,407,853 | $5.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -23.1% | 1,364,889 | $4.8M |
| Invesco Ltd. | 0.00% | Reduce -3.5% | 1,138,200 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.0% | 706,954 | $2.5M |
| Riverbridge Partners LLC | 0.04% | Add +157.7% | 609,426 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.6% | 463,276 | $1.6M |
| Quad-Cities Investment Group, LLC | 0.38% | Reduce -9.1% | 260,059 | $921K |
| Advisors Asset Management, Inc. | 0.01% | New | 231,681 | $820K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.4% | 209,296 | $741K |
| Bank of America Corp. | 0.00% | Add +2.9% | 203,424 | $720K |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 185,488 | $657K |
| Focus Partners Wealth | 0.00% | New | 177,263 | $628K |
| Pin Oak Investment Advisors Inc. | 0.42% | Add +2.2% | 163,870 | $598K |
| Jones Financial Companies LLLP | 0.00% | Add +5.5% | 168,196 | $595K |
| Baird Financial Group, Inc. | 0.00% | Add +13.8% | 155,001 | $549K |
| Intellus Advisors LLC | 0.07% | Add +8.6% | 144,211 | $511K |
| Shaker Financial Services, LLC | 0.16% | Add +310.8% | 141,161 | $500K |
| Balyasny Asset Management L.P. | 0.00% | New | 131,676 | $466K |
| Readystate Asset Management LP | 0.04% | New | 131,640 | $466K |
| UBS Group AG | 0.00% | Reduce -0.8% | 128,807 | $456K |
| LPL Financial LLC | 0.00% | Add +30.9% | 117,945 | $418K |
| Shufro Rose & Co. LLC | 0.03% | Reduce -6.9% | 117,000 | $414K |
| MML Investors Services, LLC | 0.00% | Add +7.8% | 113,395 | $401K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.4% | 112,914 | $400K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.5% | 90,801 | $321K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +71.4% | 88,772 | $314K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -9.8% | 81,195 | $287K |
| Creative Planning | 0.00% | No change | 78,568 | $278K |
| Papamarkou Wellner Asset Management inc. | 0.16% | Add +54.0% | 77,000 | $273K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.5% | 76,386 | $270K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 75,406 | $267K |
| Mezzasalma Advisors, LLC | 0.06% | Add +1.9% | 73,062 | $259K |
| Mirador Capital Partners LP | 0.03% | New | 71,091 | $252K |
| Oder Investment Management, LLC | 0.18% | Add +1.0% | 70,792 | $251K |
| NewEdge Advisors, LLC | 0.00% | No change | 68,400 | $242K |
| Valley Brook Capital Group, Inc. | 0.16% | Reduce -5.4% | 67,609 | $239K |
| Wells Fargo & Company | 0.00% | Add +23.1% | 58,169 | $206K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 52,294 | $185K |
| Allworth Financial LP | 0.00% | No change | 51,176 | $181K |
| Level Four Advisory Services, LLC | 0.01% | No change | 48,089 | $170K |
| Cetera Investment Advisers | 0.00% | Add +8.9% | 47,630 | $169K |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 45,301 | $160K |
| Jane Street Group, LLC | 0.00% | Add +281.1% | 44,606 | $158K |
| Karpus Management, Inc. | 0.00% | New | 43,512 | $154K |
| Susquehanna International Group, LLP | 0.00% | Add +35.5% | 41,065 | $145K |
| Commonwealth Financial Services, LLC | 0.02% | No change | 40,190 | $142K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 37,741 | $134K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -22.2% | 32,054 | $113K |
| Gilpin Wealth Management, LLC | 0.08% | — | 29,752 | $105K |
| Gridiron Partners, LLC | 0.06% | No change | 28,985 | $103K |
| Dynamic Advisor Solutions LLC | 0.00% | Reduce -9.3% | 28,024 | $99K |
| Smith, Moore & Co. | 0.01% | No change | 27,977 | $99K |
| International Assets Investment Management, LLC | 0.01% | Reduce -47.6% | 27,832 | $99K |
| Closed-End Fund Advisors, Inc. | 0.06% | — | 27,293 | $97K |
| Ethos Financial Group, LLC | 0.01% | No change | 26,526 | $94K |
| Register Financial Advisors LLC | 0.04% | Add +2.2% | 25,830 | $91K |
| Equitable Holdings, Inc. | 0.00% | New | 25,398 | $90K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.3% | 25,130 | $89K |
| Gilman Hill Asset Management, LLC | 0.01% | Reduce -28.6% | 25,000 | $89K |
| HRT Financial LP | 0.00% | New | 24,878 | $88K |
| Logan Stone Capital, LLC | 0.02% | New | 22,997 | $81K |
| Lazari Capital Management, Inc. | 0.03% | No change | 22,436 | $79K |
| Uhlmann Price Securities, LLC | 0.05% | Reduce -12.8% | 22,401 | $79K |
| XTX Topco Ltd | 0.00% | New | 21,798 | $77K |
| IFP Advisors, Inc | 0.00% | No change | 19,980 | $71K |
| Fortitude Advisory Group L.L.C. | 0.03% | No change | 17,886 | $63K |
| Mariner, LLC | 0.00% | Reduce -3.4% | 17,817 | $63K |
| Citadel Advisors | 0.00% | New | 17,644 | $62K |
| Integrity Advisory Solutions, LLC | 0.01% | Add +38.8% | 16,659 | $59K |
| Sanders Morris Harris LLC | 0.09% | No change | 15,490 | $55K |
| UMB Bank, n.a. | 0.00% | New | 12,170 | $43K |
| Global Retirement Partners, LLC | 0.00% | Add +104.1% | 10,354 | $37K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | — | 9,400 | $33K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,126 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -72.2% | 8,492 | $30K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.2% | 8,262 | $29K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,600 | $23K |
| Cwm, LLC | 0.00% | New | 5,600 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 5,000 | $18K |
| Medallion Wealth Advisors, LLC | 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 |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 4,375 | $15K |
| SageView Advisory Group, LLC | 0.00% | New | 3,547 | $13K |
| US Bancorp \de | 0.00% | No change | 3,500 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,200 | $11K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,920 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 2,777 | $10K |
| Kimelman & Baird, LLC | 0.00% | No change | 2,529 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 2,351 | $8K |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.5% | 1,587 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -91.0% | 1,129 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -19.1% | 1,035 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $4K |
| Gould Capital, LLC | 0.00% | No change | 708 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 700 | $2K |
| DV Trading LLC | 0.00% | — | 583 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 553 | $2K |
"% 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.