Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Franklin Limited Duration Income Trust inkluderar Wetherby Asset Management Inc, Kingsview Wealth Management, LLC, NWF Advisory Services Inc., CIBC Private Wealth Group, LLC, och Ameritas Advisory Services, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Invesco Ltd. | 821 918 | 3,82 | 5 277 | 3,17 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 1 040 829 | 25,01 | 6 682 | 24,25 | ||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 424 579 | 6,67 | 2 726 | 5,99 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 108 227 | 3,04 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 13 000 | 84 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 172 847 | 9,38 | 1 110 | 8,73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13 028 | 0,10 | 84 | −1,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | 1 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 14 734 | 0,01 | 95 | −1,05 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 172 544 | 1,42 | 1 108 | 0,73 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 56 408 | 67,10 | 362 | 66,06 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 29 867 | 1,69 | 192 | 1,06 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 90 449 | 2,35 | 581 | 1,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 110 142 | 46,07 | 707 | 45,17 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 672 153 | 22,51 | 4 315 | 21,76 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 15 275 | 98 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 487 | 3,62 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 804 | 83,15 | 12 | 83,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 34 984 | 16,44 | 225 | 15,46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 920 610 | 1,06 | 18 750 | 0,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 77 355 | 6,22 | 497 | 5,53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 509 | 3 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 99 | 1 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 8 762 | 56 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26 052 | 79,79 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 785 670 | 2,04 | 5 044 | 1,41 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19 751 | 8,34 | 127 | 7,69 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 16 477 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 79 920 | 0,06 | 513 | −0,39 | ||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 424 579 | 6,67 | 2 726 | 5,99 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 55 982 | 0,49 | 359 | 0,00 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1 096 937 | 1,99 | 7 042 | 1,37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 91 674 | 1,75 | 589 | 1,03 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26 912 | 173 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 16 824 | 40,31 | 108 | 40,26 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 40 354 | 74,88 | 259 | 73,83 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10 691 | 0,62 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 016 | 32 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 578 | 2,18 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 7 066 | 1,04 | 45 | 0,00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 29 743 | 191 |
