Benjamin F. Edwards & Company, Inc. Franklin Universal Trust Transaction History

Benjamin F. Edwards & Company, Inc.

$5.69 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 08, 2019	SELL	$6.94 - $7.32 $1.1 Million - $1.16 Million	-158,072 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$6.27 - $7.06 $363,070 - $408,816	57,906 Added 57.81%	158,072 $1.11 Million
Q4 2018 Jan 31, 2019	SELL	$6.17 - $6.71 $395,237 - $429,829	-64,058 Reduced 39.01%	100,166 $636,000
Q3 2018 Oct 29, 2018	BUY	$6.63 - $6.82 $30,995 - $31,883	4,675 Added 2.93%	164,224 $1.09 Million
Q2 2018 Jul 19, 2018	BUY	$6.56 - $6.81 $75,813 - $78,703	11,557 Added 7.81%	159,549 $1.07 Million
Q1 2018 Apr 17, 2018	BUY	$6.7 - $7.15 $153,624 - $163,942	22,929 Added 18.33%	147,992 $1 Million
Q4 2017 Jan 17, 2018	BUY	$7.15 - $7.34 $894,200 - $917,962	125,063	125,063 $897,000

Others Institutions Holding FT

# of Institutions

48

Shares Held

4.64M

Call Options Held

0

Put Options Held

0

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...

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