Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Franklin Limited Duration Income Trust includono Wetherby Asset Management Inc, Kingsview Wealth Management, LLC, NWF Advisory Services Inc., CIBC Private Wealth Group, LLC, e Ameritas Advisory Services, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
