A detailed history of Stifel Financial Corp transactions in Franklin Universal Trust stock. As of the latest transaction made, Stifel Financial Corp holds 245,535 shares of FT stock, worth $1.82 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
245,535
Previous 254,322 3.46%
Holding current value
$1.82 Million
Previous $1.69 Million 0.95%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$6.37 - $6.91 $55,973 - $60,718
-8,787 Reduced 3.46%
245,535 $1.67 Million
Q1 2024

May 13, 2024

SELL
$6.41 - $6.7 $48,978 - $51,194
-7,641 Reduced 2.92%
254,322 $1.69 Million
Q4 2023

Feb 12, 2024

BUY
$6.01 - $6.75 $177,667 - $199,543
29,562 Added 12.72%
261,963 $1.74 Million
Q3 2023

Nov 13, 2023

SELL
$6.29 - $7.0 $64,673 - $71,974
-10,282 Reduced 4.24%
232,401 $1.48 Million
Q2 2023

Aug 14, 2023

SELL
$6.6 - $7.18 $89,192 - $97,030
-13,514 Reduced 5.27%
242,683 $1.63 Million
Q1 2023

May 12, 2023

SELL
$6.71 - $7.36 $91,906 - $100,809
-13,697 Reduced 5.07%
256,197 $1.83 Million
Q4 2022

Feb 13, 2023

BUY
$6.21 - $7.01 $217,064 - $245,027
34,954 Added 14.88%
269,894 $1.82 Million
Q3 2022

Nov 14, 2022

SELL
$6.33 - $8.05 $101,526 - $129,113
-16,039 Reduced 6.39%
234,940 $1.49 Million
Q2 2022

Aug 15, 2022

SELL
$7.06 - $8.22 $682,165 - $794,249
-96,624 Reduced 27.8%
250,979 $1.87 Million
Q1 2022

May 13, 2022

BUY
$7.8 - $8.44 $474,692 - $513,641
60,858 Added 21.22%
347,603 $2.82 Million
Q4 2021

Feb 14, 2022

SELL
$8.1 - $8.63 $95,223 - $101,454
-11,756 Reduced 3.94%
286,745 $2.43 Million
Q3 2021

Nov 15, 2021

BUY
$8.11 - $8.62 $78,715 - $83,665
9,706 Added 3.36%
298,501 $2.42 Million
Q2 2021

Aug 13, 2021

BUY
$7.49 - $8.35 $82,427 - $91,891
11,005 Added 3.96%
288,795 $2.39 Million
Q1 2021

May 14, 2021

BUY
$7.32 - $7.55 $58,882 - $60,732
8,044 Added 2.98%
277,790 $2.08 Million
Q4 2020

Feb 12, 2021

BUY
$6.78 - $7.49 $41,439 - $45,778
6,112 Added 2.32%
269,746 $2.02 Million
Q3 2020

Nov 16, 2020

SELL
$6.68 - $7.09 $130,533 - $138,545
-19,541 Reduced 6.9%
263,634 $1.8 Million
Q2 2020

Aug 14, 2020

SELL
$5.67 - $7.05 $87,210 - $108,436
-15,381 Reduced 5.15%
283,175 $1.89 Million
Q1 2020

May 14, 2020

BUY
$4.89 - $8.31 $131,805 - $223,987
26,954 Added 9.92%
298,556 $1.83 Million
Q4 2019

Feb 13, 2020

BUY
$7.45 - $7.97 $128,974 - $137,976
17,312 Added 6.81%
271,602 $2.12 Million
Q3 2019

Nov 13, 2019

BUY
$7.24 - $7.6 $870,819 - $914,120
120,279 Added 89.75%
254,290 $1.92 Million
Q2 2019

Aug 14, 2019

BUY
$6.94 - $7.32 $72,981 - $76,977
10,516 Added 8.52%
134,011 $985,000
Q1 2019

May 14, 2019

BUY
$6.27 - $7.06 $122,196 - $137,592
19,489 Added 18.74%
123,495 $868,000
Q4 2018

Feb 13, 2019

BUY
$6.17 - $6.71 $100,663 - $109,473
16,315 Added 18.61%
104,006 $658,000
Q3 2018

Nov 13, 2018

BUY
$6.63 - $6.82 $2,625 - $2,700
396 Added 0.45%
87,691 $585,000
Q2 2018

Aug 14, 2018

SELL
$6.56 - $6.81 $3,417 - $3,548
-521 Reduced 0.59%
87,295 $584,000
Q1 2018

May 11, 2018

BUY
$6.7 - $7.15 $7,557 - $8,065
1,128 Added 1.3%
87,816 $593,000
Q4 2017

Feb 14, 2018

SELL
$7.15 - $7.34 $763,326 - $783,611
-106,759 Reduced 55.19%
86,688 $624,000
Q3 2017

Nov 13, 2017

BUY
$7.16 - $7.32 $1.39 Million - $1.42 Million
193,447
193,447 $0

Others Institutions Holding FT

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...
More about FT
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