Franklin Limited Duration Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 3.39 M | $19.77 M | 5.35% | 8.39% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.55 M | $9.07 M | 3.25% | 3.85% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.10 M | $6.42 M | 51.91% | 2.73% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.05 M | $6.12 M | -1.49% | 2.60% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 747.47 K | $4.36 M | -4.97% | 1.85% |
| INVESCO LTD. | 05/12/2026 | 690.51 K | $4.03 M | -4.82% | 1.71% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 615.62 K | $3.59 M | -24.08% | 1.52% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 477.95 K | $2.79 M | -41.65% | 1.18% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 472.92 K | $2.76 M | 0.21% | 1.17% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 458.89 K | $2.68 M | -7.30% | 1.14% |
| GRANITESHARES ADVISORS LLC | 04/23/2026 | 393.09 K | $2.29 M | -10.27% | 0.97% |
| BYRNE ASSET MANAGEMENT LLC | 04/02/2026 | 282.56 K | $1.65 M | 100.00% | 0.70% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 253.00 K | $1.47 M | 101.76% | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 229.44 K | $1.34 M | -5.16% | 0.57% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 214.17 K | $1.25 M | -56.33% | 0.53% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 192.93 K | $1.12 M | 5.43% | 0.48% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 182.84 K | $1.07 M | 2.93% | 0.45% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 178.50 K | $1.04 M | -2.40% | 0.44% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 133.86 K | $780.38 K | 19.10% | 0.33% |
| QUARRY LP | 05/15/2026 | 127.91 K | $745.70 K | -33.61% | 0.32% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 126.11 K | $736.49 K | 59.43% | 0.31% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 118.08 K | $688.40 K | -53.70% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 101.09 K | $589.37 K | 36.18% | 0.25% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 91.76 K | $534.96 K | -5.14% | 0.23% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 90.53 K | $527.78 K | -1.36% | 0.22% |
| ENCOMPASS MORE ASSET MANAGEMENT | 04/28/2026 | 88.84 K | $517.93 K | -2.69% | 0.22% |
| 04/22/2026 | 82.90 K | $483.28 K | 0.00% | 0.21% | |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 78.76 K | $459.16 K | -6.54% | 0.19% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 75.83 K | $442.06 K | 0.00% | 0.19% |
| ROYAL BANK OF CANADA | 05/15/2026 | 68.16 K | $397.00 K | 3.87% | 0.17% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 63.17 K | $368.26 K | 0.04% | 0.16% |
| POWELL INVESTMENT ADVISORS, LLC | 04/23/2026 | 60.00 K | $349.81 K | 0.53% | 0.15% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 59.92 K | $349.30 K | 0.00% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 58.28 K | $339.75 K | -0.31% | 0.14% |
| UBS GROUP AG | 05/05/2026 | 58.08 K | $338.58 K | -20.04% | 0.14% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 51.71 K | $301.45 K | 0.79% | 0.13% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 40.01 K | $233.40 K | 31.33% | 0.10% |
| OPPENHEIMER & CO INC | 04/24/2026 | 34.79 K | $202.84 K | 1.93% | 0.09% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 31.74 K | $185.05 K | -5.83% | 0.08% |
| PIN OAK INVESTMENT ADVISORS INC | 05/15/2026 | 31.00 K | $181.00 K | 0.00% | 0.08% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/11/2026 | 30.58 K | $178.29 K | -0.04% | 0.08% |
| BLACKROCK, INC. | 05/13/2026 | 27.22 K | $158.71 K | 4.21% | 0.07% |
| CHOREO, LLC | 05/13/2026 | 24.93 K | $145.35 K | 5.11% | 0.06% |
| ALTERI WEALTH LLC | 05/06/2026 | 23.84 K | $138.96 K | 0.00% | 0.06% |
| STEPHENS INC /AR/ | 04/28/2026 | 23.66 K | $137.95 K | 114.86% | 0.06% |
| BROWN ADVISORY INC | 05/15/2026 | 23.20 K | $135.25 K | 0.00% | 0.06% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 23.02 K | $134.22 K | 0.00% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 23.00 K | $134.00 K | -5.09% | 0.06% |
| ACCREDITED INVESTOR SERVICES, LLC | 04/21/2026 | 22.25 K | $129.71 K | -2.50% | 0.06% |
| 05/11/2026 | 21.33 K | $124.34 K | 15.89% | 0.05% |
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, 138 institutional investors and hedge funds held shares of Franklin Limited Duration Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 3.39 M
LPL Financial LLC: 1.55 M
Penserra Capital Management LLC: 1.1 M
Advisors Asset Management, Inc.: 1.05 M
WELLS FARGO & COMPANY/MN: 747,468
Invesco Ltd.: 690,511
36.38% of Franklin Limited Duration Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 17.32 M shares in the last 24 months. This purchase volume represents approximately $102.19 M in transactions.