Templeton Global Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2024 | 6.91 M | $26.40 M | -21.42% | 5.34% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2024 | 5.34 M | $20.38 M | 17.28% | 4.12% |
| MORGAN STANLEY | 10/17/2024 | 1.97 M | $7.53 M | 162.13% | 1.52% |
| FRANKLIN RESOURCES INC | 05/13/2024 | 1.59 M | $6.08 M | -53.74% | 1.23% |
| ICON ADVISERS INC/CO | 05/15/2024 | 985.10 K | $3.76 M | -31.06% | 0.76% |
| INVESCO LTD. | 05/14/2024 | 731.64 K | $2.79 M | 8.68% | 0.57% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/09/2024 | 624.64 K | $2.39 M | -4.55% | 0.48% |
| HARA CAPITAL LLC | 04/26/2024 | 554.74 K | $2.12 M | 2,665.00% | 0.43% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 05/10/2024 | 506.23 K | $2.14 M | 100.00% | 0.39% |
| ENVESTNET ASSET MANAGEMENT INC | 05/13/2024 | 447.09 K | $1.71 M | 100.00% | 0.35% |
| WELLS FARGO & COMPANY/MN | 05/10/2024 | 421.17 K | $1.61 M | -20.49% | 0.33% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/13/2024 | 394.57 K | $1.51 M | 100.00% | 0.31% |
| CSS LLC/IL | 05/15/2024 | 357.70 K | $1.37 M | 16.72% | 0.28% |
| MUTUAL ADVISORS, LLC | 05/02/2024 | 268.03 K | $1.02 M | -7.77% | 0.21% |
| FAMILY FIRM, INC. | 05/01/2024 | 257.54 K | $983.79 K | -67.35% | 0.20% |
| FIERA CAPITAL CORP | 08/22/2024 | 204.40 K | $780.80 K | 0.06% | 0.16% |
| SHAKER FINANCIAL SERVICES, LLC | 05/13/2024 | 181.79 K | $694.42 K | 477.11% | 0.14% |
| FLOW STATE INVESTMENTS, L.P. | 05/13/2024 | 171.01 K | $653.27 K | 27.95% | 0.13% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 05/10/2024 | 167.29 K | $639.05 K | 30.23% | 0.13% |
| EVANSON ASSET MANAGEMENT, LLC | 04/12/2024 | 156.20 K | $596.68 K | -2.02% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 05/10/2024 | 148.54 K | $567.43 K | 27.34% | 0.11% |
| FARTHER FINANCE ADVISORS, LLC | 05/14/2024 | 133.96 K | $511.74 K | -1.29% | 0.10% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 04/24/2024 | 133.68 K | $510.65 K | 6,583.90% | 0.10% |
| CHOREO, LLC | 05/02/2024 | 131.08 K | $500.73 K | 100.00% | 0.10% |
| VISIONARY HORIZONS, LLC | 04/15/2024 | 107.15 K | $399.65 K | -0.63% | 0.08% |
| ANCORA ADVISORS, LLC | 05/16/2024 | 107.06 K | $408.97 K | 9,282.91% | 0.08% |
| TOROSO INVESTMENTS, LLC | 05/16/2024 | 93.79 K | $358.26 K | 100.00% | 0.07% |
| AVION WEALTH | 05/03/2024 | 86.68 K | $332.00 K | -5.74% | 0.07% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/06/2024 | 83.00 K | $317.06 K | 22.31% | 0.06% |
| HARBOUR CAPITAL ADVISORS, LLC | 04/16/2024 | 76.11 K | $289.20 K | 1.71% | 0.06% |
| EVERETT HARRIS & CO /CA/ | 04/19/2024 | 67.72 K | $258.67 K | 100.00% | 0.05% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 05/15/2024 | 65.25 K | $249.24 K | -4.92% | 0.05% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/23/2024 | 64.95 K | $248.09 K | -29.77% | 0.05% |
| LPL FINANCIAL LLC | 05/10/2024 | 51.42 K | $196.42 K | -7.88% | 0.04% |
| UBS GROUP AG | 05/13/2024 | 51.36 K | $196.18 K | 24.50% | 0.04% |
| MELFA WEALTH MANAGEMENT, LLC | 04/23/2024 | 48.25 K | $184.32 K | 42.96% | 0.04% |
| RAYMOND JAMES & ASSOCIATES | 04/22/2024 | 44.75 K | $170.94 K | -15.42% | 0.03% |
| SHUFRO ROSE & CO LLC | 05/08/2024 | 42.00 K | $160.44 K | -11.58% | 0.03% |
| ROCK POINT ADVISORS, LLC | 05/10/2024 | 41.48 K | $158.45 K | -4.47% | 0.03% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 04/12/2024 | 37.50 K | $143.25 K | 0.00% | 0.03% |
| PATRON PARTNERS, LLC | 05/02/2024 | 36.98 K | $141.26 K | 100.00% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/15/2024 | 29.75 K | $113.65 K | -0.49% | 0.02% |
| ROYAL BANK OF CANADA | 11/05/2024 | 27.36 K | $105.00 K | -33.62% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 05/15/2024 | 26.61 K | $101.65 K | 1.44% | 0.02% |
| SCOTIA CAPITAL INC. | 05/14/2024 | 25.61 K | $97.83 K | 100.00% | 0.02% |
| IFG ADVISORY, LLC | 05/06/2024 | 24.43 K | $93.31 K | -39.37% | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/29/2024 | 20.67 K | $79.00 K | 100.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 07/22/2024 | 20.56 K | $78.54 K | -11.26% | 0.02% |
| CITADEL ADVISORS LLC | 05/15/2024 | 20.41 K | $77.96 K | 100.00% | 0.02% |
| VANGUARD CAPITAL WEALTH ADVISORS | 04/16/2024 | 20.27 K | $77.42 K | -6.50% | 0.02% |
Templeton Global institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of Templeton Global. The most heavily invested institutionals were:
Highlander Capital Management, LLC: 1,400
Endurance Wealth Management, Inc.: 750
BDO Wealth Advisors, LLC: 0
Foresight Wealth Management, LLC: 0
American Portfolios Advisors: 800
FourThought Financial, LLC: 400
18.90% of Templeton Global stock is owned by institutional investors.
Institutional investors have bought a total of 15.73 M shares in the last 24 months. This purchase volume represents approximately $67.94 M in transactions.