Lpl Financial LLC Franklin Universal Trust Transaction History
Lpl Financial LLC
- $196 Billion
- Q2 2024
A detailed history of Lpl Financial LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Lpl Financial LLC holds 637,471 shares of FT stock, worth $4.73 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
637,471
Previous 588,476
8.33%
Holding current value
$4.73 Million
Previous $3.91 Million
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
24 transactions
Others Institutions Holding FT
# of Institutions
42Shares Held
4.48MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC661KShares$4.9 Million0.7% of portfolio
-
Morgan Stanley New York, NY343KShares$2.54 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.54 Million0.23% of portfolio
-
Hennion & Walsh Asset Management, Inc.326KShares$2.42 Million0.12% of portfolio
-
Stifel Financial Corp St. Louis, MO246KShares$1.82 Million0.0% 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...