Franklin Limited Duration Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 3.22 M | $19.79 M | 7.09% | 7.96% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.51 M | $9.26 M | -0.76% | 3.73% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 1.07 M | $6.55 M | -0.26% | 2.64% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 819.04 K | $5.04 M | 100.00% | 2.03% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 810.86 K | $4.99 M | -2.18% | 2.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 786.53 K | $4.84 M | -0.52% | 1.95% |
| INVESCO LTD. | 02/19/2026 | 725.51 K | $4.46 M | -5.67% | 1.80% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 725.08 K | $4.46 M | 10.20% | 1.79% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 495.01 K | $3.04 M | -28.61% | 1.23% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 490.41 K | $3.02 M | 100.00% | 1.21% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 471.94 K | $2.90 M | 0.00% | 1.17% |
| GRANITESHARES ADVISORS LLC | 01/27/2026 | 438.08 K | $2.69 M | -5.91% | 1.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 255.04 K | $1.57 M | 2,180.82% | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 241.92 K | $1.49 M | 2.59% | 0.60% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 208.66 K | $1.34 M | 9.54% | 0.52% |
| QUARRY LP | 02/13/2026 | 192.66 K | $1.18 M | 100.00% | 0.48% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 183.00 K | $1.13 M | -1.87% | 0.45% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 182.88 K | $1.12 M | 0.57% | 0.45% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 177.63 K | $1.09 M | 9.22% | 0.44% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 125.39 K | $771.16 K | 322.94% | 0.31% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 112.39 K | $691.20 K | -18.56% | 0.28% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 96.73 K | $594.88 K | -14.72% | 0.24% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 91.78 K | $564.44 K | -0.61% | 0.23% |
| ENCOMPASS MORE ASSET MANAGEMENT | 02/03/2026 | 91.29 K | $561.44 K | -0.04% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 84.27 K | $518.29 K | -0.22% | 0.21% |
| 02/27/2026 | 82.90 K | $509.80 K | 100.00% | 0.21% | |
| JANE STREET GROUP, LLC | 02/12/2026 | 81.22 K | $499.53 K | 97.24% | 0.20% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 79.10 K | $486.47 K | 100.00% | 0.20% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 75.83 K | $466.32 K | -2.65% | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 74.24 K | $456.55 K | 10.29% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 72.63 K | $446.68 K | 23.27% | 0.18% |
| ROYAL BANK OF CANADA | 02/17/2026 | 65.63 K | $404.00 K | 2.57% | 0.16% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 63.14 K | $388.32 K | 157.51% | 0.16% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 59.92 K | $368.48 K | 0.00% | 0.15% |
| POWELL INVESTMENT ADVISORS, LLC | 02/09/2026 | 59.68 K | $367.06 K | 0.51% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 58.46 K | $359.52 K | 1.64% | 0.14% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 51.30 K | $315.50 K | 7.48% | 0.13% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 47.42 K | $291.61 K | 100.00% | 0.12% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 47.10 K | $289.63 K | -49.08% | 0.12% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 42.32 K | $260.28 K | 100.00% | 0.10% |
| OPPENHEIMER & CO INC | 02/02/2026 | 34.13 K | $209.92 K | 1.89% | 0.08% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 33.71 K | $207.64 K | -1.28% | 0.08% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 33.25 K | $204.47 K | 0.00% | 0.08% |
| PIN OAK INVESTMENT ADVISORS INC | 02/13/2026 | 31.00 K | $193.00 K | 0.00% | 0.08% |
| NOMURA HOLDINGS INC | 02/17/2026 | 30.66 K | $188.58 K | 100.00% | 0.08% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 30.59 K | $188.15 K | -0.52% | 0.08% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 30.47 K | $187.36 K | 189.45% | 0.08% |
| BLACKROCK, INC. | 02/12/2026 | 26.12 K | $160.67 K | 957.65% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 24.24 K | $149.00 K | 6.11% | 0.06% |
| ALTERI WEALTH LLC | 02/11/2026 | 23.84 K | $146.59 K | 0.00% | 0.06% |
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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: 3.22 M
LPL Financial LLC: 1.51 M
Advisors Asset Management, Inc.: 1.07 M
Pathstone Holdings, LLC: 819,044
GUGGENHEIM CAPITAL LLC: 810,863
WELLS FARGO & COMPANY/MN: 786,525
37.75% of Franklin Limited Duration Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 17.95 M shares in the last 24 months. This purchase volume represents approximately $109.87 M in transactions.