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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Bank Of America CorpBuy+32,807+3.4%989,730$21.20MQ1 2026May 18, 2026
Captrust Financial AdvisorsBuy+353,586—353,586$7.57MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+108,178+1060.2%118,382$2.54MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+62,252—62,252$1.33MQ1 2026May 15, 2026
Morgan StanleyBuy+22,399+1.9%1,194,519$25.59MQ1 2026May 15, 2026
Flow Traders U.S. LlcBuy+18,541—18,541$397.00KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+4,805+35.1%18,500$396.27KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+2,179+25.9%10,599$227.03KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+93+1.1%8,284$178.00KQ1 2026May 15, 2026
Raymond James Financial IncSell-43,561-66.7%21,730$465.46KQ1 2026May 14, 2026
Hrt Financial LpBuy+17,896—17,896$383.00KQ1 2026May 14, 2026
Mgo One Seven LlcBuy+10,601+39.4%37,530$803.89KQ1 2026May 14, 2026
Compound Planning, Inc.Buy+10,214+22.2%56,306$1.21MQ1 2026May 14, 2026
Cwm, LlcBuy+492+96.9%1,000$21.42KQ1 2026May 14, 2026
Franklin Resources IncSell-184,242-1.2%14,898,466$319.13MQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+23,158+25.3%114,513$2.45MQ1 2026May 13, 2026
O'Shaughnessy Asset Management, LlcBuy+10,205+21.3%58,220$1.25MQ1 2026May 13, 2026
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LlcBuy+533—533$11.42KQ1 2026May 13, 2026
Jane Street Group, LlcBuy+39,781—39,781$852.11KQ1 2026May 12, 2026
Benjamin Edwards IncBuy+3,020+1.0%291,006$6.23MQ1 2026May 12, 2026
Convergence Financial, LlcBuy+910,087—910,087$19.49MQ1 2026May 11, 2026
Citigroup IncBuy+163—163$3.49KQ1 2026May 11, 2026
Pnc Financial Services Group, Inc.Buy+209+5.8%3,809$81.59KQ1 2026May 08, 2026
Lpl Financial LlcBuy+13,660+11.6%131,740$2.82MQ1 2026May 06, 2026
Intentional Wealth Strategies, LlcBuy+4,771—4,771$102.19KQ1 2026May 06, 2026
Legacy Cg, LlcBuy+733,605—733,605$15.71MQ1 2026May 05, 2026
Sanctuary Advisors, LlcBuy+39,008+10.3%419,177$8.98MQ1 2026May 05, 2026
Bank Of New York Mellon CorpBuy+22,226+9.7%250,706$5.37MQ1 2026May 05, 2026
Atria Investments, IncBuy+3,186+27.2%14,905$319.27KQ1 2026May 05, 2026
Hightower Advisors, LlcSell-727-4.4%15,704$336.38KQ1 2026May 05, 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.