Franklin Limited Duration Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 3.28 M | $18.99 M | -3.25% | 8.12% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.53 M | $8.87 M | -1.42% | 3.79% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 1.17 M | $6.76 M | 144.20% | 2.89% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.15 M | $6.63 M | 3.97% | 2.83% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 887.45 K | $5.14 M | -15.45% | 2.20% |
| INVESCO LTD. | 08/14/2026 | 692.42 K | $4.01 M | 0.28% | 1.71% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 691.39 K | $4.00 M | 12.31% | 1.71% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 623.40 K | $3.61 M | -16.60% | 1.54% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 472.92 K | $2.74 M | 0.00% | 1.17% |
| GRANITESHARES ADVISORS LLC | 08/04/2026 | 452.29 K | $2.62 M | 15.06% | 1.12% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 271.34 K | $1.57 M | -40.87% | 0.67% |
| BYRNE ASSET MANAGEMENT LLC | 07/07/2026 | 243.58 K | $1.41 M | -13.80% | 0.60% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 239.30 K | $1.39 M | 4.30% | 0.59% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 192.62 K | $1.12 M | -0.16% | 0.48% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 182.16 K | $1.05 M | 2.05% | 0.45% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 173.04 K | $1.00 M | 37.21% | 0.43% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 155.21 K | $898.65 K | -38.65% | 0.38% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 136.85 K | $792.33 K | 2.23% | 0.34% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 124.68 K | $721.92 K | -31.81% | 0.31% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 116.45 K | $674.24 K | -1.38% | 0.29% |
| ROYAL BANK OF CANADA | 08/14/2026 | 103.01 K | $596.00 K | 51.12% | 0.25% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 88.73 K | $513.75 K | -1.99% | 0.22% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 87.26 K | $505.23 K | -4.90% | 0.22% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 80.70 K | $467.23 K | 100.00% | 0.20% |
| ENCOMPASS MORE ASSET MANAGEMENT | 07/14/2026 | 78.58 K | $454.99 K | -11.55% | 0.19% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 63.83 K | $369.55 K | -15.83% | 0.16% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 63.22 K | $366.01 K | 0.08% | 0.16% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 63.21 K | $365.99 K | -19.74% | 0.16% |
| POWELL INVESTMENT ADVISORS, LLC | 07/29/2026 | 60.34 K | $349.35 K | 0.56% | 0.15% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 59.92 K | $346.91 K | 0.00% | 0.15% |
| UBS GROUP AG | 08/13/2026 | 58.71 K | $339.94 K | 1.10% | 0.15% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 53.75 K | $311.20 K | 100.00% | 0.13% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 52.14 K | $301.87 K | 0.83% | 0.13% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 48.77 K | $282.35 K | 192.36% | 0.12% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 47.32 K | $274.15 K | 18.27% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 42.38 K | $245.36 K | -27.28% | 0.10% |
| CITADEL ADVISORS LLC | 09/02/2026 | 40.56 K | $234.83 K | 100.00% | 0.10% |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | 07/27/2026 | 37.98 K | $219.91 K | 5,928.57% | 0.09% |
| OPPENHEIMER & CO INC | 08/03/2026 | 35.50 K | $205.55 K | 2.04% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 32.80 K | $189.92 K | 100.00% | 0.08% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 32.16 K | $186.21 K | 1.32% | 0.08% |
| PIN OAK INVESTMENT ADVISORS INC | 08/18/2026 | 31.00 K | $179.00 K | 0.00% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 30.29 K | $175.37 K | -70.04% | 0.08% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 07/31/2026 | 29.73 K | $172.15 K | -2.77% | 0.07% |
| STEPHENS INC /AR/ | 07/29/2026 | 29.22 K | $169.17 K | 23.48% | 0.07% |
| BLACKROCK, INC. | 08/07/2026 | 26.12 K | $151.26 K | -4.04% | 0.06% |
| ALTERI WEALTH LLC | 07/29/2026 | 23.84 K | $138.01 K | 0.00% | 0.06% |
| BROWN ADVISORY INC | 08/14/2026 | 23.20 K | $134.32 K | 0.00% | 0.06% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 23.02 K | $133.30 K | 0.00% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 22.85 K | $132.00 K | -0.68% | 0.06% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Franklin Limited Duration Income Trust institutional Ownership - FAQ's
During the previous two years, 135 institutional investors and hedge funds held shares of Franklin Limited Duration Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 3.28 M
LPL Financial LLC: 1.53 M
Pathstone Holdings, LLC: 1.17 M
Penserra Capital Management LLC: 1.15 M
Advisors Asset Management, Inc.: 887,453
Invesco Ltd.: 692,417
36.17% of Franklin Limited Duration Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 17.34 M shares in the last 24 months. This purchase volume represents approximately $102.28 M in transactions.