Purchases and Sales Made in Q1 2024 in Franklin LTD Duration Income Trust (FTF)
This table provides information about the institutional ownership of Franklin LTD Duration Income Trust (FTF) during Q1 2024. The information is specifically focused on institutions that hold shares of FRANKLIN LTD DURATION INCOME TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
940KNew |
$5.81M - $6.06M
|
940K
$6.15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
896KNew |
$5.54M - $5.78M
|
896K
$5.87M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
331K+ 167.45% |
$2.05M - $2.13M
|
529K
$3.46M
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
264K+ 103.51% |
$1.63M - $1.7M
|
519K
$3.4M
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
244K+ 44.63% |
$1.51M - $1.57M
|
791K
$5.18M
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
111K+ 1432.37% |
$685K - $715K
|
119K
$777K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
96.5K+ 10.78% |
$596K - $622K
|
991K
$6.49M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.7K+ 8.02% |
$567K - $591K
|
1.23M
$8.09M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.7K+ 8.02% |
$567K - $591K
|
1.23M
$8.09M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
63.9K+ 61.25% |
$395K - $412K
|
168K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
62.4K+ 10.0% |
$385K - $402K
|
686K
$4.49M
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
59.7K+ 37.41% |
$369K - $385K
|
219K
$1.44M
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
50.4KNew |
$312K - $325K
|
50.4K
$330K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.4KNew |
$194K - $203K
|
31.4K
$206K
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
27.2KNew |
$168K - $175K
|
27.2K
$178K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.1K+ 8.15% |
$161K - $168K
|
346K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.7K+ 4.92% |
$153K - $159K
|
527K
$3.45M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 8.4% |
$95.3K - $99.4K
|
199K
$1.3M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.3KNew |
$88.2K - $92K
|
14.3K
$93.5K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12K+ 26.09% |
$74.2K - $77.4K
|
58K
$380K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
12KNew |
$74.2K - $77.4K
|
12K
$78.6K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.3KNew |
$69.7K - $72.7K
|
11.3K
$73.9K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$62.3K - $65K
|
10.1K
$66K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
10K+ 39.84% |
$61.8K - $64.5K
|
35.1K
$230K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.06K+ 19.12% |
$56K - $58.4K
|
56.4K
$370K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.14K+ 27.06% |
$50.3K - $52.5K
|
38.2K
$250K
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
7.94K+ 10.68% |
$49.1K - $51.2K
|
82.3K
$539K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.81K+ 20.64% |
$48.3K - $50.4K
|
45.7K
$299K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.22KNew |
$44.6K - $46.6K
|
7.22K
$47.3K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.22KNew |
$44.6K - $46.6K
|
7.22K
$47.3K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.78K+ 11.39% |
$29.6K - $30.9K
|
46.8K
$306K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.68K+ 12.08% |
$28.9K - $30.2K
|
43.4K
$284K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.06K+ 6.21% |
$25.1K - $26.2K
|
69.4K
$455K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.94K+ 10.86% |
$24.4K - $25.4K
|
40.2K
$264K
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.69K+ 25.25% |
$22.8K - $23.8K
|
18.3K
$120K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.45K+ 14.77% |
$15.1K - $15.8K
|
19K
$125K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2KNew |
$12.4K - $12.9K
|
2K
$13.1K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.65K+ 10.13% |
$10.2K - $10.6K
|
17.9K
$117K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.33KNew |
$8.19K - $8.55K
|
1.33K
$8.68K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
614+ 2.79% |
$3.79K - $3.96K
|
22.6K
$148K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
518New |
$3.2K - $3.34K
|
518
$3.39K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
395+ 1.31% |
$2.44K - $2.55K
|
30.5K
$200K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
316+ 0.46% |
$1.95K - $2.04K
|
69.4K
$455K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
277+ 30.31% |
$1.71K - $1.79K
|
1.19K
$7.8K
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
231+ 0.96% |
$1.43K - $1.49K
|
24.2K
$159K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
98+ 11.02% |
$606 - $632
|
987
$6.46K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
83+ 1.25% |
$513 - $535
|
6.73K
$44.1K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65+ 0.37% |
$402 - $419
|
17.7K
$116K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
44New |
$272 - $284
|
44
$288
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 2.93% |
$241 - $252
|
1.37K
$8.99K
|