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 (Q1 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, Legacy Cg, Llc, Captrust Financial Advisors, Franklin Resources Inc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | Buy | +32,807 | +3.4% | 989,730 | $21.20M | Q1 2026 | May 18, 2026 |
| Captrust Financial Advisors | Buy | +353,586 | — | 353,586 | $7.57M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +108,178 | +1060.2% | 118,382 | $2.54M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +62,252 | — | 62,252 | $1.33M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +22,399 | +1.9% | 1,194,519 | $25.59M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +18,541 | — | 18,541 | $397.00K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +4,805 | +35.1% | 18,500 | $396.27K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +2,179 | +25.9% | 10,599 | $227.03K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +93 | +1.1% | 8,284 | $178.00K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Sell | -43,561 | -66.7% | 21,730 | $465.46K | Q1 2026 | May 14, 2026 |
| Hrt Financial Lp | Buy | +17,896 | — | 17,896 | $383.00K | Q1 2026 | May 14, 2026 |
| Mgo One Seven Llc | Buy | +10,601 | +39.4% | 37,530 | $803.89K | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | Buy | +10,214 | +22.2% | 56,306 | $1.21M | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +492 | +96.9% | 1,000 | $21.42K | Q1 2026 | May 14, 2026 |
| Franklin Resources Inc | Sell | -184,242 | -1.2% | 14,898,466 | $319.13M | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +23,158 | +25.3% | 114,513 | $2.45M | Q1 2026 | May 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +10,205 | +21.3% | 58,220 | $1.25M | Q1 2026 | May 13, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Buy | +533 | — | 533 | $11.42K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +39,781 | — | 39,781 | $852.11K | Q1 2026 | May 12, 2026 |
| Benjamin Edwards Inc | Buy | +3,020 | +1.0% | 291,006 | $6.23M | Q1 2026 | May 12, 2026 |
| Convergence Financial, Llc | Buy | +910,087 | — | 910,087 | $19.49M | Q1 2026 | May 11, 2026 |
| Citigroup Inc | Buy | +163 | — | 163 | $3.49K | Q1 2026 | May 11, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +209 | +5.8% | 3,809 | $81.59K | Q1 2026 | May 08, 2026 |
| Lpl Financial Llc | Buy | +13,660 | +11.6% | 131,740 | $2.82M | Q1 2026 | May 06, 2026 |
| Intentional Wealth Strategies, Llc | Buy | +4,771 | — | 4,771 | $102.19K | Q1 2026 | May 06, 2026 |
| Legacy Cg, Llc | Buy | +733,605 | — | 733,605 | $15.71M | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, Llc | Buy | +39,008 | +10.3% | 419,177 | $8.98M | Q1 2026 | May 05, 2026 |
| Bank Of New York Mellon Corp | Buy | +22,226 | +9.7% | 250,706 | $5.37M | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | Buy | +3,186 | +27.2% | 14,905 | $319.27K | Q1 2026 | May 05, 2026 |
| Hightower Advisors, Llc | Sell | -727 | -4.4% | 15,704 | $336.38K | Q1 2026 | May 05, 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.