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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+58,586+49.5%176,968$3.79MQ2 2026Sep 02, 2026
Ameriprise Financial IncBuy+829,024829,024$17.77MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-42,346-68.0%19,906$426.79KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+16,131+152.2%26,730$573.09KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-15,544-39.1%24,237$519.64KQ2 2026Aug 14, 2026
Bank Of America CorpSell-11,199-1.1%978,531$20.98MQ2 2026Aug 14, 2026
Sequent Planning LlcBuy+9,185+7.1%139,124$2.98MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,207-10.2%19,523$418.57KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,970+23.8%10,254$220.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-401-6.9%5,437$116.57KQ2 2026Aug 14, 2026
Hantz Financial Services, Inc.Sell-198,408-4.3%4,397,651$94.29MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+27,996+6.7%447,173$9.59MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+26,709+7.6%380,295$8.15MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+14,26614,266$305.85KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+4,912+8.4%63,132$1.35MQ2 2026Aug 13, 2026
Morgan StanleyBuy+463+0.0%1,194,982$25.62MQ2 2026Aug 13, 2026
Ubs Group AgBuy+154+28.9%687$14.73KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+130,702130,702$2.81MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+10,415+9.1%124,928$2.68MQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+55$107.00Q2 2026Aug 12, 2026
Stevens Capital PartnersBuy+11,64411,644$249.65KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+26,165+54.4%74,286$1.59MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-12,777-9.7%118,963$2.55MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+1,322+34.7%5,131$110.02KQ2 2026Aug 07, 2026
Dunhill Financial, LlcBuy+3+3.1%99$2.13KQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+23,979+9.6%274,685$5.89MQ2 2026Aug 06, 2026
Convergence Financial, LlcBuy+947,777+104.1%1,857,864$39.83MQ2 2026Aug 05, 2026
Compound Planning, Inc.Buy+2,011+3.6%58,317$1.25MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+27,252+12.9%238,524$5.11MQ2 2026Aug 03, 2026
Citigroup IncBuy+1,103+676.7%1,266$27.14KQ2 2026Aug 03, 2026
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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.