FRANKLIN INVESTMENT GRADE CO (FLCO) Institutional Ownership Changes & 13F Activity
FRANKLIN INVESTMENT GRADE CO (FLCO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Convergence Financial, Llc, Ameriprise Financial Inc, Hantz Financial Services, Inc., Jpmorgan Chase & Co, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +58,586 | +49.5% | 176,968 | $3.79M | Q2 2026 | Sep 02, 2026 |
| Ameriprise Financial Inc | Buy | +829,024 | — | 829,024 | $17.77M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -42,346 | -68.0% | 19,906 | $426.79K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +16,131 | +152.2% | 26,730 | $573.09K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -15,544 | -39.1% | 24,237 | $519.64K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -11,199 | -1.1% | 978,531 | $20.98M | Q2 2026 | Aug 14, 2026 |
| Sequent Planning Llc | Buy | +9,185 | +7.1% | 139,124 | $2.98M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,207 | -10.2% | 19,523 | $418.57K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,970 | +23.8% | 10,254 | $220.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -401 | -6.9% | 5,437 | $116.57K | Q2 2026 | Aug 14, 2026 |
| Hantz Financial Services, Inc. | Sell | -198,408 | -4.3% | 4,397,651 | $94.29M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +27,996 | +6.7% | 447,173 | $9.59M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +26,709 | +7.6% | 380,295 | $8.15M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +14,266 | — | 14,266 | $305.85K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +4,912 | +8.4% | 63,132 | $1.35M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +463 | +0.0% | 1,194,982 | $25.62M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +154 | +28.9% | 687 | $14.73K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +130,702 | — | 130,702 | $2.81M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +10,415 | +9.1% | 124,928 | $2.68M | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +5 | — | 5 | $107.00 | Q2 2026 | Aug 12, 2026 |
| Stevens Capital Partners | Buy | +11,644 | — | 11,644 | $249.65K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +26,165 | +54.4% | 74,286 | $1.59M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -12,777 | -9.7% | 118,963 | $2.55M | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +1,322 | +34.7% | 5,131 | $110.02K | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, Llc | Buy | +3 | +3.1% | 99 | $2.13K | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +23,979 | +9.6% | 274,685 | $5.89M | Q2 2026 | Aug 06, 2026 |
| Convergence Financial, Llc | Buy | +947,777 | +104.1% | 1,857,864 | $39.83M | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | Buy | +2,011 | +3.6% | 58,317 | $1.25M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +27,252 | +12.9% | 238,524 | $5.11M | Q2 2026 | Aug 03, 2026 |
| Citigroup Inc | Buy | +1,103 | +676.7% | 1,266 | $27.14K | Q2 2026 | Aug 03, 2026 |
Frequently asked questions about FLCO activity
Which institutional owners are buying FLCO?
Institutional owners buying FLCO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FLCO activity?
"Buy" means an investor increased their reported position in FLCO compared to the prior reporting period. This reflects growing exposure to FRANKLIN INVESTMENT GRADE CO (FLCO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FLCO increasing?
Institutional interest in FLCO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.