Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Franklin Limited Duration Income Trust meliputi Wetherby Asset Management Inc, Kingsview Wealth Management, LLC, NWF Advisory Services Inc., CIBC Private Wealth Group, LLC, dan Ameritas Advisory Services, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
