Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Franklin Limited Duration Income Trust comprennent Wetherby Asset Management Inc, Kingsview Wealth Management, LLC, NWF Advisory Services Inc., CIBC Private Wealth Group, LLC, et Ameritas Advisory Services, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
