Marshall Investment Management, LLC First Tr Morningstar Dividend Transaction History
Marshall Investment Management, LLC
- $21 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
484Shares Held
82.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.9MShares$519 Million0.18% of portfolio
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Morgan Stanley New York, NY7.84MShares$343 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.23MShares$185 Million0.06% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.91MShares$171 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.07MShares$134 Million0.03% of portfolio