Latest Institutional Transactions on Franklin Universal Trust (FT)
This table provides information on the latest institutional transactions involving Franklin Universal Trust (FT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-305- 1.67% |
$2.21K - $2.34K
|
17.9K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.8KNew |
$20.3K - $21.4K
|
2.8K
$22.6K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10.3KNew |
$74.5K - $78.7K
|
10.3K
$82.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.6K- 13.47% |
$18.9K - $19.9K
|
16.7K
$135K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12+ 1.42% |
$86.6 - $93.5
|
860
$6.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.72K- 38.36% |
$48.5K - $52.3K
|
10.8K
$87.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 33.48% |
$73K - $78.7K
|
20.1K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
29KNew |
$209K - $226K
|
29K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.25K- 5.78% |
$52.3K - $56.5K
|
118K
$954K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
340+ 50.07% |
$2.45K - $2.65K
|
1.02K
$8.22K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$82.3K - $91.8K
|
12.1K
$97.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$78.8K - $88K
|
11.6K
$93.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.5KNew |
$71.2K - $79.5K
|
10.5K
$84.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
242+ 0.38% |
$1.64K - $1.83K
|
63.3K
$511K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.12% |
$109 - $121
|
12.9K
$104K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
714New |
$4.55K - $4.93K
|
714
$5.76K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
775New |
$4.94K - $5.36K
|
775
$6.25K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.67K- 94.55% |
$55.6K - $58.1K
|
500
$4.04K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
77.5KNew |
$497K - $519K
|
77.5K
$625K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$67.3K - $70.3K
|
10.5K
$84.7K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.41KNew |
$14.5K - $16.3K
|
2.41K
$19.5K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
18.2KNew |
$114K - $127K
|
18.2K
$147K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2KNew |
$12.6K - $14K
|
2K
$16.1K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
2.88KNew |
$19K - $20.7K
|
2.88K
$23.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375New |
$2.48K - $2.69K
|
375
$3.03K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
540New |
$3.62K - $3.97K
|
540
$4.36K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.34KNew |
$55.9K - $61.3K
|
8.34K
$67.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23K+ 8.93% |
$154K - $169K
|
280K
$2.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.5KNew |
$10.1K - $11K
|
1.5K
$12.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
46.7KNew |
$313K - $344K
|
46.7K
$377K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
17.7KNew |
$110K - $124K
|
17.7K
$143K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.69KNew |
$16.7K - $18.9K
|
2.69K
$21.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.9KNew |
$132K - $168K
|
20.9K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.7KNew |
$73.9K - $94K
|
11.7K
$94.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3KNew |
$179K - $228K
|
28.3K
$229K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
149New |
$943 - $1.2K
|
149
$1.2K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-40.5KClosed |
$286K - $333K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.94K- 38.31% |
$49K - $57K
|
11.2K
$90.2K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-944Closed |
$7.36K - $7.97K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-20.9KClosed |
$163K - $177K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-4.31KClosed |
$33.6K - $36.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.12KClosed |
$17.2K - $18.3K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-246Closed |
$1.99K - $2.12K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 9.34% |
$9.51K - $10.1K
|
11.4K
$91.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1KClosed |
$8.1K - $8.63K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.3KClosed |
$140K - $149K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
85.7KNew |
$695K - $738K
|
85.7K
$691K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.8KNew |
$22.7K - $24.1K
|
2.8K
$22.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
SELL
|
- |
-14.4KClosed |
$117K - $124K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-10KClosed |
$81.1K - $86.2K
|
0
$0
|
|