Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Franklin Limited Duration Income Trust inkluderer Wetherby Asset Management Inc, Kingsview Wealth Management, LLC, CIBC Private Wealth Group, LLC, og Ameritas Advisory Services, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-08-14 | 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 |
