Institutional Ownership Templeton Dragon Fund Inc (TDF)
This table provides information about the institutional ownership of Templeton Dragon Fund Inc (TDF). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
18,026
shares
|
$206,577
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
15,200
shares
|
$174,192
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
14,783
shares
|
$169,413
0.0% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
12,346
shares
|
$141,485
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,252
shares
|
$140,407
0.0% of portfolio
|
Q2 2025
Reduced 48.42%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
11,346
shares
|
$130,025
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
7,007
shares
|
$80,300
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,473
shares
|
$62,720
0.01% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,253
shares
|
$60,199
0.0% of portfolio
|
Q3 2025
Reduced 16.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,511
shares
|
$40,236
0.0% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,430
shares
|
$39,307
0.0% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,100
shares
|
$24,066
0.0% of portfolio
|
Q4 2023
Reduced 64.41%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,100
shares
|
$24,066
0.0% of portfolio
|
Q4 2023
Reduced 64.41%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,865
shares
|
$21,372
0.0% of portfolio
|
Q4 2023
Reduced 29.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,649
shares
|
$18,897
0.0% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,525
shares
|
$17,476
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
1,408
shares
|
$16,135
0.01% of portfolio
|
Q3 2025
Added 20.86%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,302
shares
|
$14,920
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
536
shares
|
$6,142
0.0% of portfolio
|
Q4 2024
Reduced 42.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
518
shares
|
$5,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
443
shares
|
$5,076
0.0% of portfolio
|
Q3 2022
Reduced 24.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
360
shares
|
$4,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
324
shares
|
$3,713
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
250
shares
|
$2,865
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
12
shares
|
$137
0.0% of portfolio
|
Q3 2024
New holding
|
|