Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Franklin Limited Duration Income Trust, omfatter Wetherby Asset Management Inc, Kingsview Wealth Management, LLC, CIBC Private Wealth Group, LLC, og Ameritas Advisory Services, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
