Latest Institutional Transactions on Franklin LTD Duration Income Trust (FTF)
This table provides information on the latest institutional transactions involving Franklin LTD Duration Income Trust (FTF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.7KNew |
$135K - $149K
|
22.7K
$148K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.5KNew |
$14.9K - $16.4K
|
2.5K
$16.3K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
252New |
$1.5K - $1.65K
|
252
$1.64K
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26New |
$160 - $185
|
26
$169
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
- |
242New |
$1.49K - $1.72K
|
242
$1.57K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.15K- 20.11% |
$31.7K - $36.6K
|
20.5K
$133K
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.2K- 14.78% |
$13.5K - $15.6K
|
12.7K
$82.4K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
143New |
$881 - $1.02K
|
143
$930
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67KNew |
$432K - $521K
|
67K
$436K
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-12KClosed |
$77.4K - $93.2K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$3.23K - $3.89K
|
500
$3.25K
|
|
Aug 15, 2022
Q2 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-164KClosed |
$1.06M - $1.27M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-678Closed |
$4.37K - $5.27K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
96.9KNew |
$625K - $753K
|
96.9K
$630K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
83New |
$535 - $645
|
83
$540
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.28KNew |
$8.22K - $9.91K
|
1.28K
$8.29K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-13.1KClosed |
$84.7K - $102K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1.08KNew |
$6.97K - $8.4K
|
1.08K
$7.03K
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
42.1K+ 94.6% |
$272K - $327K
|
86.6K
$563K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$74.5K - $89.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-750Closed |
$4.84K - $5.83K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-65.7KClosed |
$424K - $511K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.16KNew |
$13.9K - $16.7K
|
2.16K
$14K
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-161Closed |
$1.17K - $1.47K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30.5KNew |
$222K - $279K
|
30.5K
$198K
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-11KClosed |
$80.1K - $100K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.87KNew |
$51K - $54.2K
|
5.87K
$38.2K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.1KClosed |
$139K - $148K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-21KClosed |
$183K - $194K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-27Closed |
$245 - $255
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-500Closed |
$4.55K - $4.72K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.37KClosed |
$21.5K - $22.3K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-20KClosed |
$182K - $189K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-149KClosed |
$1.36M - $1.39M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.83KClosed |
$16.7K - $17K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-325Closed |
$2.97K - $3.03K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20.8KClosed |
$190K - $194K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.01KClosed |
$9.22K - $9.42K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-13.9KClosed |
$127K - $130K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$2.73K - $2.87K
|
300
$1.95K
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-10.4KClosed |
$94.4K - $98.9K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.41KClosed |
$11.6K - $13.3K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-582Closed |
$4.8K - $5.48K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-22.1KClosed |
$188K - $199K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-5Closed |
$42.6 - $45
|
0
$0
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-691Closed |
$4.98K - $6K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-23.3KClosed |
$168K - $202K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
700New |
$4.33K - $6.83K
|
700
$4.55K
|
|
May 15, 2020
Q1 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13KClosed |
$80.4K - $127K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.01KClosed |
$6.22K - $9.82K
|
0
$0
|