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Get Institutions for : 
Franklin Templeton Limited Duration Income Trust (FTF)  
$6.16 0.03 (0.48%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    4
Total shares held : 
 13,473,543  
% of shares held : 
 50.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 -276,989  
% of shares held change : 
   -1.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $6.04  
Last Quarter's Ending Price : 
 $6.22  
Last Quarter's Average Price : 
 $6.10  
Change from last quarter's     
avg. price to the last closing  : 
0.06 (0.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 384,988
 2.86%
 
Increased Positions :
30
 846,169
 6.28%
 
Unchanged Positions :
18
 1,535,564
 11.4%
 
Decreased Positions :
19
-985,830
-7.32%
 
Closed Positions :
8
-522,316
-3.88%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SIT INVESTMENT ASSOCIATES INC 94 - 2023-12-31 2,046,441 $12,729,000 23,909
   MORGAN STANLEY 3582 - 2023-12-31 1,142,985 $7,109,000 -564,082
   Cetera Investment Advisers 393 - 2023-12-31 916,158 $5,699,000 -85,667
   Pathstone Holdings LLC 409 - 2023-12-31 894,641 $5,565,000 0
   1607 CAPITAL PARTNERS, LLC 74 - 2023-12-31 888,067 $5,524,000 59,700
   THOMAS J. HERZFELD ADVISORS, INC. 13 - 2023-12-31 762,008 $4,740,000 -46,619
   Advisor Group Holdings Inc. 1286 - 2023-12-31 699,024 $4,348,000 -36,769
   INVESCO LTD 2287 - 2023-12-31 623,436 $3,878,000 90,119
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 53 - 2023-12-31 547,113 $3,403,000 120,000
   BANK OF AMERICA CORP /DE/ 3191 - 2023-12-31 502,074 $3,123,000 -94,626
   Orion Portfolio Solutions LLC 444 - 2023-12-31 461,296 $2,975,000 4,198
   CLS INVESTMENT FIRM LLC 358 - 2022-12-31 446,929 $2,775,000 -4,933
   CNH PARTNERS LLC 153 - 2023-12-31 421,673 $2,623,000 44,687
   GUGGENHEIM CAPITAL LLC 849 - 2023-12-31 320,280 $1,992,000 -33,419
   Yakira Capital Management Inc. 53 - 2023-12-31 299,123 $1,861,000 0
   ENVESTNET ASSET MANAGEMENT INC 2512 - 2023-12-31 299,194 $1,861,000 92,363
   SHAKER FINANCIAL SERVICES, LLC 60 - 2023-12-31 254,920 $1,586,000 -43,748
   CLOUGH CAPITAL PARTNERS L P 89 *New 2023-12-31 246,900 $1,536,000 246,900
   ADVISOR PARTNERS II LLC 385 *New 2023-09-30 220,158 $1,341,000 220,158
   WELLS FARGO & CO/MN 2822 - 2023-12-31 197,619 $1,229,000 161,618
   UBS Group AG 3301 - 2023-12-31 183,614 $1,142,000 23,793
   Deschutes Portfolio Strategy LLC 62 - 2023-12-31 159,668 $993,000 0
   Koshinski Asset Management Inc. 186 - 2023-12-31 155,606 $968,000 59,491
   Goss Wealth Management LLC 935 - 2023-12-31 155,329 $966,000 12,499
   NATIONAL ASSET MANAGEMENT, INC. 576 - 2023-12-31 140,100 $871,000 31
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 320 - 2023-12-31 104,249 $648,000 71,807
   Quarry LP 71 *New 2023-12-31 103,100 $641,000 103,100
   Private Advisor Group LLC 1350 - 2023-12-31 98,144 $610,000 5,689
   Capital Wealth Alliance LLC - 2023-12-31 74,355 $462,000 -1,176
   ROYAL BANK OF CANADA 3823 - 2023-12-31 65,340 $407,000 -7,635
   LPL FINANCIAL CORP 4023 - 2023-12-31 47,383 $295,000 9,464
   Moors & Cabot Inc. 643 - 2023-12-31 46,000 $286,000 -39,000
   SeaCrest Wealth Management LLC 473 - 2024-03-31 43,822 $275,000 -3,009
   RAYMOND JAMES & ASSOCIATES 3376 - 2024-03-31 43,373 $272,000 4,675
   INTL FCSTONE INC. 231 - 2023-12-31 42,006 $261,000 12,333
   HIGHTOWER ADVISORS, LLC 2846 - 2023-12-31 37,847 $230,000 204
   CREATIVE FINANCIAL DESIGNS INC /ADV 363 - 2023-12-31 36,296 $226,000 5,667
   BROWN ADVISORY HOLDINGS INC 1163 - 2024-03-31 35,100 $220,000 10,000
   CoreCap Advisors LLC 541 - 2023-12-31 33,247 $207,000 0
   OPPENHEIMER & CO INC 1291 - 2023-12-31 30,150 $188,000 -3,590
   FINANCIAL NETWORK 2545 - 2023-12-31 30,079 $187,000 1,118
   ELEQUIN CAPITAL LP 123 - 2023-12-31 28,711 $179,000 26,122
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3114 - 2024-03-31 26,465 $166,000 -19,936
   CSS LLC/IL 356 - 2023-12-31 23,986 $149,000 462
   ELCO Management Co. LLC 135 - 2023-12-31 24,000 $149,000 -1,000
   NOMURA HOLDINGS INC 918 *New 2023-12-31 23,812 $148,000 23,812
   WEDBUSH MORGAN SECURITIES INC 1016 - 2023-12-31 22,000 $137,000 3,900
   AE Wealth Management LLC 1910 - 2023-12-31 21,819 $137,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3104 - 2024-03-31 19,280 $121,000 -88
   WARREN AVERETT ASSET MANAGEMENT, LLC 442 - 2023-12-31 18,755 $117,000 0
   Powell Investment Advisors LLC 128 - 2024-03-31 18,320 $115,000 3,693
   MML INVESTORS SERVICES LLC 2369 - 2023-12-31 17,679 $110,000 -664
   BARRETT & COMPANY INC. 185 - 2024-03-31 17,350 $109,000 -2,750
   Capital Investment Advisors LLC 601 - 2024-03-31 17,385 $109,000 -1,450
   Kestra Advisory Services LLC 2175 - 2023-12-31 16,590 $103,000 1,393
   H D Vest Advisory Services 1510 - 2023-12-31 16,284 $101,000 2,639
   Detalus Advisors LLC 141 - 2024-03-31 13,828 $87,000 0
   BlackDiamond Wealth Management Inc. 133 - 2023-12-31 12,055 $76,000 1,700
   Money Matters Financial Group Inc 23 *New 2023-12-31 11,176 $70,000 11,176
   CTC Capital Management LLC 61 - 2023-03-31 11,066 $68,000 -2,400
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 188 - 2023-12-31 10,819 $67,000 0
   CTC ALTERNATIVE STRATEGIES, LTD. 72 - 2023-12-31 10,512 $65,000 -554
   PRINCIPAL SECURITIES INC. 1346 - 2023-12-31 10,445 $65,000 0
   Csenge Advisory Group 643 - 2023-12-31 10,309 $64,000 10,309
   WOLVERINE ASSET MANAGEMENT LLC 677 - 2023-12-31 7,741 $48,000 150
   Sound Income Strategies LLC 440 - 2024-03-31 6,727 $42,000 83
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 5,400 $34,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 498 *New 2024-03-31 2,000 $13,000 2,000
   AdvisorNet Financial Inc 1311 - 2024-03-31 1,372 $9,000 39
   COMERICA BANK 3213 - 2023-12-31 889 $6,000 150
   Spire Wealth Management 1873 - 2024-03-31 983 $6,000 0
   BESSEMER GROUP INC 1700 - 2023-12-31 914 $6,000 35
   Steward Partners Investment Advisory LLC 2932 - 2023-12-31 865 $5,000 -3,414
   HANSON MCCLAIN, INC. 2611 - 2024-03-31 450 $3,000 0
   Farther Finance Advisors LLC 2888 - 2023-12-31 219 $1,000 0
   DAVIDSON D A & CO 1344 *Closed 2023-12-31 0 $0 -12,855
   HOLLENCREST SECURITIES LLC 1087 *Closed 2023-12-31 0 $0 -7,925
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6222 *Closed 2023-12-31 0 $0 -29,448
   SABA CAPITAL MANAGEMENT, L.P. 479 *Closed 2023-12-31 0 $0 -184,497
   CENTAURUS FINANCIAL INC. 800 *Closed 2023-12-31 0 $0 -13,392
   BDO Wealth Advisors LLC 1069 *Closed 2023-06-30 0 $0 -188
   PROEQUITIES INC. 8017 - 2023-12-31 0 $0 0
   VIRTU FINANCIAL LLC 1859 *Closed 2023-12-31 0 $0 -17,270
   STIFEL FINANCIAL CORP 3316 *Closed 2023-12-31 0 $0 -14,021
   9258 Wealth Management LLC 333 *Closed 2023-12-31 0 $0 -27,315
  85 Records found
  1    
  Page 1 of 1
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