Ameriprise Financial Inc Franklin Universal Trust Transaction History

Ameriprise Financial Inc

$381 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$6.01 - $6.75 $12 - $13	-2 Reduced 0.02%	10,259 $68,000
Q3 2023 Nov 14, 2023	BUY	$6.29 - $7.0 $64,541 - $71,827	10,261 New	10,261 $65,000
Q1 2022 May 16, 2022	SELL	$7.8 - $8.44 $1.02 Million - $1.1 Million	-130,610 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$8.1 - $8.63 $1.06 Million - $1.13 Million	130,610 New	130,610 $1.11 Million

Others Institutions Holding FT

# of Institutions

48

Shares Held

4.62M

Call Options Held

0

Put Options Held

0

Moloney Securities Asset Management, LLC

673K
Shares

$5.02 Million
0.7% of portfolio
Lpl Financial LLC Fort Mill, SC

650K
Shares

$4.84 Million
0.0% of portfolio
Morgan Stanley New York, NY

346K
Shares

$2.58 Million
0.0% of portfolio
Koshinski Asset Management, Inc.

342K
Shares

$2.55 Million
0.01% of portfolio
Hennion & Walsh Asset Management, Inc.

262K
Shares

$1.95 Million
0.09% of portfolio

About FRANKLIN UNIVERSAL TRUST

Ticker FT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified po...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ameriprise Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ameriprise Financial Inc with notifications on news.