Franklin Limited Duration Income Trust (FTF) Institutional Ownership

$6.20
+0.04 (+0.65%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Franklin Limited Duration Income Trust (NYSEAMERICAN:FTF)

Number of
Institutional Buyers
(last 12 months)
23
Number of
Institutional Sellers
(last 12 months)
22
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FTF Institutional Buying and Selling by Quarter

Franklin Limited Duration Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024 SeaCrest Wealth Management LLC43,822$275K0.0%-6.4%0.000%
4/16/2024 Powell Investment Advisors LLC18,320$115K0.1%+25.2%0.000%
1/10/2024Creative Financial Designs Inc. ADV36,296$226K0.0%+18.5%0.000%
11/14/2023AQR Arbitrage LLC376,986$2.30M0.1%+34.7%0.000%
11/9/2023City of London Investment Management Co. Ltd.427,113$2.60M0.2%N/A0.000%
11/8/2023Moors & Cabot Inc.85,000$518K0.0%+295.3%0.000%
11/1/2023Orion Portfolio Solutions LLC457,098$2.78M0.0%-53.0%0.000%
10/31/2023 GraniteShares Advisors LLC235,345$1.43M1.3%+4.0%0.000%
10/26/2023 Detalus Advisors LLC15,973$97K0.0%-26.0%0.000%
10/26/2023Advisor Partners II LLC220,158$1.34M0.1%N/A0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.55,071$335K0.0%-26.9%0.000%
10/24/2023 Raymond James & Associates50,168$306K0.0%-10.7%0.000%
8/23/2023CTC Alternative Strategies Ltd.11,066$68K0.1%N/A0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.745,425$4.61M1.8%N/A0.000%
8/14/2023CSS LLC IL22,870$141K0.0%-12.8%0.000%
8/11/2023Landscape Capital Management L.L.C.43,172$267K0.0%-3.7%0.000%
8/11/2023Guggenheim Capital LLC408,615$2.53M0.0%-12.1%0.000%
8/11/2023D.A. Davidson & CO.12,855$79K0.0%-30.7%0.000%
8/10/2023Osaic Holdings Inc.647,024$4.00M0.0%+1.6%0.000%
8/10/2023Private Advisor Group LLC91,252$566K0.0%-2.6%0.000%
8/10/2023Moors & Cabot Inc.21,500$133K0.0%N/A0.000%
8/10/2023 GraniteShares Advisors LLC226,317$1.40M1.3%-1.1%0.000%
8/10/2023Sit Investment Associates Inc.2,022,532$12.50M0.3%-0.9%0.000%
8/10/2023Cetera Investment Advisers1,045,512$6.46M0.1%-5.5%0.000%
8/7/2023Wolverine Asset Management LLC108,118$668K0.0%-59.7%0.000%
8/7/2023Shaker Financial Services LLC397,792$2.46M1.1%-5.2%0.000%
8/3/2023Oppenheimer & Co. Inc.33,362$206K0.0%-5.3%0.000%
7/31/2023 Dakota Wealth Management16,365$101K0.0%N/A0.000%
7/28/2023Koshinski Asset Management Inc.96,078$594K0.1%-42.3%0.000%
7/28/2023 Detalus Advisors LLC21,573$133K0.1%-14.3%0.000%
7/27/2023 Barrett & Company Inc.21,850$135K0.1%-9.5%0.000%
7/27/2023B. Riley Wealth Advisors Inc.90,039$556K0.0%+21.7%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.75,306$465K0.0%-21.4%0.000%
7/25/2023 Raymond James & Associates56,173$347K0.0%-8.0%0.000%
7/21/2023Capital Wealth Alliance LLC76,507$473K0.4%-4.4%0.000%
7/20/2023Csenge Advisory Group18,724$116K0.0%N/A0.000%
6/20/2023Oliver Lagore Vanvalin Investment Group9,119$56K0.0%+82.4%0.000%
5/15/2023ELCO Management Co. LLC25,000$154K0.1%-10.7%0.000%
5/12/2023 SeaCrest Wealth Management LLC48,282$298K0.0%+5.4%0.000%
5/11/2023 Barrett & Company Inc.24,150$149K0.1%N/A0.000%
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5/11/2023Guggenheim Capital LLC464,966$2.87M0.0%+16.4%0.000%
5/10/2023Private Advisor Group LLC93,644$579K0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.44,842$277K0.0%+35.4%0.000%
5/10/2023 Powell Investment Advisors LLC14,627$90K0.1%N/A0.000%
5/8/2023Shaker Financial Services LLC419,427$2.59M1.1%+184.0%0.000%
5/8/2023Wolverine Asset Management LLC268,207$1.66M0.0%+46.4%0.000%
5/5/2023CTC Capital Management LLC11,066$68K0.1%-17.8%0.000%
5/4/2023Capital Wealth Alliance LLC79,997$494K0.4%+4.6%0.000%
4/28/2023Avantax Advisory Services Inc.13,548$84K0.0%N/A0.000%
4/28/2023Janney Montgomery Scott LLC16,424$102K0.0%-17.5%0.000%
4/25/2023D.A. Davidson & CO.18,555$115K0.0%-9.7%0.000%
4/24/2023 GraniteShares Advisors LLC228,725$1.41M1.2%N/A0.000%
4/14/2023AE Wealth Management LLC20,119$124K0.0%-8.3%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.95,768$592K0.0%+3.4%0.000%
4/14/2023 Raymond James & Associates61,039$377K0.0%-30.4%0.000%
3/15/2023B. Riley Wealth Advisors Inc.63,000$391K0.0%N/A0.000%
3/2/2023Oliver Lagore Vanvalin Investment Group5,000$31K0.0%N/A0.000%
2/13/2023CTC Capital Management LLC13,466$84K0.1%+21.7%0.000%
2/10/2023CoreCap Advisors LLC34,972$217K0.0%-6.7%0.000%
2/10/2023Advisor Group Holdings Inc.640,810$3.98M0.0%-3.8%0.000%
2/10/2023Sit Investment Associates Inc.3,061,775$19.01M0.5%-21.1%0.000%
2/9/2023 Detalus Advisors LLC25,056$156K0.1%-7.5%0.000%
2/9/2023Landscape Capital Management L.L.C.33,115$206K0.0%-23.4%0.000%
2/9/2023Elequin Securities LLC11,389$71K0.0%N/A0.000%
2/9/2023HighTower Advisors LLC48,499$296K0.0%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.92,634$575K0.0%-7.5%0.000%
2/8/2023Orion Portfolio Solutions LLC95,986$596K0.0%+2.1%0.000%
2/7/2023Commonwealth Equity Services LLC10,152$63K0.0%N/A0.000%
2/7/2023Hollencrest Capital Management7,925$49K0.0%N/A0.000%
2/6/2023Brinker Capital Investments LLC446,929$2.78M0.1%-1.1%0.000%
2/3/2023Shaker Financial Services LLC147,671$917K0.4%+35.6%0.000%
2/3/20239258 Wealth Management LLC26,977$168K0.0%-15.0%0.000%
2/1/2023Bank of Montreal Can22,715$160K0.0%N/A0.000%
2/1/2023Wolverine Asset Management LLC183,205$1.14M0.0%-4.8%0.000%
2/1/2023Capital Wealth Alliance LLC76,503$475K0.4%-2.3%0.000%
1/31/2023Kestra Advisory Services LLC15,460$96K0.0%+20.8%0.000%
1/31/2023AE Wealth Management LLC21,929$136K0.0%+45.0%0.000%
1/24/2023Koshinski Asset Management Inc.166,316$1.03M0.1%-15.3%0.000%
1/24/2023Matisse Capital159,668$992K0.9%N/A0.000%
1/20/2023Matisse Capital159,668$992K1.0%N/A0.000%
1/18/2023Private Advisor Group LLC92,487$101.14M0.0%+22.8%0.000%
1/5/2023 Capital Investment Advisors LLC20,385$127K0.0%-9.3%0.000%
12/5/2022Centaurus Financial Inc.37,318$231K0.0%-15.9%0.000%
11/15/20221607 Capital Partners LLC791,367$4.89M0.4%-15.4%0.000%
11/14/2022Guggenheim Capital LLC295,114$1.82M0.0%-0.9%0.000%
11/10/2022Wolverine Asset Management LLC192,452$1.19M0.0%+17.1%0.000%
11/9/2022Capital Wealth Alliance LLC78,285$483K0.4%+5.7%0.000%
11/9/2022Shaker Financial Services LLC108,921$673K0.3%+165.7%0.000%
11/9/2022Orion Portfolio Solutions LLC93,969$581K0.0%-4.0%0.000%
11/8/20229258 Wealth Management LLC31,739$196K0.1%-8.4%0.000%
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11/7/2022D.A. Davidson & CO.20,555$127K0.0%+70.5%0.000%
11/2/2022Landscape Capital Management L.L.C.43,209$267K0.0%-43.4%0.000%
11/1/2022Brinker Capital Investments LLC451,862$2.79M0.1%-4.7%0.000%
11/1/2022Creative Financial Designs Inc. ADV28,673$177K0.0%+38.3%0.000%
10/26/2022Truist Financial Corp20,452$126K0.0%-20.1%0.000%
10/26/2022 San Luis Wealth Advisors LLC12,679$78K0.1%-14.8%0.000%
10/25/2022 Raymond James & Associates507,847$3.14M0.0%-2.1%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.100,143$619K0.0%-17.7%0.000%
10/24/2022 Stratos Wealth Partners LTD.39,275$243K0.0%-60.7%0.000%
10/20/2022Koshinski Asset Management Inc.196,247$1.21M0.1%+1.6%0.000%
(Data available from 1/1/2016 forward)

FTF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTF shares?

During the previous two years, 61 institutional investors and hedge funds held shares of Franklin Limited Duration Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($12.50M), Cetera Investment Advisers ($6.46M), 1607 Capital Partners LLC ($4.89M), Thomas J. Herzfeld Advisors Inc. ($4.61M), Osaic Holdings Inc. ($4.00M), Advisor Group Holdings Inc. ($3.98M), and Orion Portfolio Solutions LLC ($2.78M).Learn more on FTF's institutional investors.

Which institutional investors have been buying Franklin Limited Duration Income Trust stock?

Of the 51 institutional investors that purchased Franklin Limited Duration Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($4.79M), Cetera Investment Advisers ($1.10M), Thomas J. Herzfeld Advisors Inc. ($745.43K), City of London Investment Management Co. Ltd. ($427.11K), Shaker Financial Services LLC ($403.03K), Matisse Capital ($319.34K), and Raymond James & Associates ($303.44K).

How much institutional buying is happening at Franklin Limited Duration Income Trust?

Institutional investors have bought a total of 10,263,822 shares in the last 24 months. This purchase volume represents approximately $49.45M in transactions.

Which Franklin Limited Duration Income Trust major shareholders have been selling company stock?

Of the 35 institutional investors that sold Franklin Limited Duration Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($2.12M), Orion Portfolio Solutions LLC ($519.51K), Wolverine Asset Management LLC ($169.34K), 1607 Capital Partners LLC ($144.10K), Koshinski Asset Management Inc. ($106.17K), Shaker Financial Services LLC ($83.10K), and Raymond James Financial Services Advisors Inc. ($69.70K).

How much institutional selling is happening at Franklin Limited Duration Income Trust?

Institutional investors have sold a total of 3,669,326 shares in the last 24 months. This volume of shares sold represents approximately $10.81M in transactions.


This page (NYSEAMERICAN:FTF) was last updated on 4/26/2024 by MarketBeat.com Staff

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