Purchases and Sales Made in Q1 2024 in Templeton Emerging Markets Income Fund (TEI)
This table provides information about the institutional ownership of Templeton Emerging Markets Income Fund (TEI) during Q1 2024. The information is specifically focused on institutions that hold shares of TEMPLETON EMERGING MARKETS INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 7.07% |
$829K - $888K
|
2.48M
$12.9M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 7.07% |
$829K - $888K
|
2.48M
$12.9M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
102K+ 32.71% |
$515K - $551K
|
412K
$2.15M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
93.6K+ 3.03% |
$475K - $508K
|
3.19M
$16.6M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.5KNew |
$388K - $416K
|
76.5K
$399K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
59.6KNew |
$302K - $324K
|
59.6K
$311K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
59.4K+ 107.54% |
$301K - $323K
|
115K
$598K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
58.4K+ 11.51% |
$296K - $317K
|
566K
$2.95M
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
57.1KNew |
$289K - $310K
|
57.1K
$297K
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
56.8K+ 14.59% |
$288K - $308K
|
446K
$2.32M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.8K+ 124.74% |
$212K - $227K
|
75.3K
$392K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
29.6K+ 34.61% |
$150K - $161K
|
115K
$599K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17.7KNew |
$90K - $96.4K
|
17.7K
$92.5K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.3K+ 52.07% |
$77.5K - $83K
|
44.6K
$233K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.6K+ 10.78% |
$74.1K - $79.4K
|
150K
$783K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$71.3K - $76.3K
|
14.1K
$73.2K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.6KNew |
$69K - $73.8K
|
13.6K
$70.9K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3KNew |
$62.1K - $66.6K
|
12.3K
$63.9K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8KNew |
$54.9K - $58.8K
|
10.8K
$56.5K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.21K+ 74.82% |
$46.7K - $50K
|
21.5K
$112K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.95K+ 0.28% |
$35.2K - $37.7K
|
2.48M
$12.9M
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
6.85K+ 50.74% |
$34.7K - $37.2K
|
20.4K
$106K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.9KNew |
$29.9K - $32K
|
5.9K
$30.7K
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
4.74K+ 9.24% |
$24.1K - $25.8K
|
56.1K
$292K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4.57KNew |
$23.1K - $24.8K
|
4.57K
$23.8K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.14K+ 5.2% |
$21K - $22.5K
|
83.8K
$437K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.44K+ 0.98% |
$17.5K - $18.7K
|
353K
$1.84M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.94K+ 7.9% |
$14.9K - $15.9K
|
40.1K
$209K
|
|
May 13, 2024
Q1 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
2.52K+ 11.33% |
$12.8K - $13.7K
|
24.8K
$129K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.4K+ 5.36% |
$12.1K - $13K
|
47.1K
$245K
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.4K+ 3.66% |
$12.1K - $13K
|
67.9K
$354K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.16K+ 0.74% |
$11K - $11.7K
|
293K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2K+ 10.28% |
$10.1K - $10.9K
|
21.5K
$112K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
964+ 2.01% |
$4.89K - $5.23K
|
49K
$255K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
946New |
$4.8K - $5.14K
|
946
$4.93K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
800+ 1.21% |
$4.06K - $4.34K
|
66.9K
$348K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
340+ 31.75% |
$1.72K - $1.85K
|
1.41K
$7.35K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
160New |
$811 - $869
|
160
$834
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
109+ 0.03% |
$553 - $592
|
316K
$1.65M
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
52+ 0.11% |
$264 - $282
|
49.5K
$258K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 1.3% |
$96.3 - $103
|
1.48K
$7.73K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 3.42% |
$25.4 - $27.2
|
151
$787
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-41- 4.2% |
$208 - $223
|
936
$4.88K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-69- 5.89% |
$350 - $375
|
1.1K
$5.75K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-695- 1.8% |
$3.52K - $3.77K
|
37.9K
$197K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-975- 3.07% |
$4.94K - $5.29K
|
30.8K
$161K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.25K- 3.42% |
$6.34K - $6.79K
|
35.3K
$184K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.5K- 2.18% |
$7.61K - $8.15K
|
67.5K
$351K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.44K- 0.31% |
$12.4K - $13.2K
|
774K
$4.03M
|