FRIAX
Franklin Income Fund
1W: -1.2%
1M: -3.1%
3M: -2.8%
YTD: +0.0%
1Y: +1.6%
3Y: +30.2%
5Y: +30.9%
$2.46
+0.00 (+0.00%)
Weekly Expected Move ±0.8%
$2
$2
$2
$2
$2
Institutional Ownership — FRIAX
7
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
3
New Positions
3
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC NEW | 416,440 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 153,582 | $378K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 25,390 | $62K | +348 | +1.4% | 3Q | SEC ↗ |
| 4 | OAKWORTH CAPITAL, INC. | 10,824 | $27K | +197 | +1.9% | 4Q | SEC ↗ |
| 5 | Financial Gravity Asset Management, In NEW | 5,198 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Financial Gravity Companies, Inc. NEW | 5,198 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 7 | KELLEHER FINANCIAL ADVISORS | 4,857 | $12K | +2,462 | +102.8% | 4Q | SEC ↗ |
| 8 | Garton & Associates Financial Advisors | 0 | $0K | -18,033 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Ethos Financial Group, LLC | 416,440 | $1M |
| Vermillion Wealth Management, Inc. | 153,582 | $378K |
| Financial Gravity Companies, Inc. | 5,198 | $13K |
| Financial Gravity Asset Management, | 5,198 | $13K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 18,033 | $44K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +2,462 | +102.8% | 4,857 |
| Coston, McIsaac & Partners | +348 | +1.4% | 25,390 |
| OAKWORTH CAPITAL, INC. | +197 | +1.9% | 10,824 |
Biggest Decreases (0)
None.