Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Franklin Limited Duration Income Trust termasuk 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 pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
