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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-729Closed |
$4.13K - $5.14K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.8KClosed |
$66.7K - $83K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21.2KNew |
$120K - $150K
|
21.2K
$156K
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-12.3KClosed |
$60K - $102K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Matisse Capital
|
SELL
|
- |
-11.2KClosed |
$54.7K - $93K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Round Table Services, LLC
|
SELL
|
- |
-11.2KClosed |
$54.7K - $93K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-2.41KClosed |
$11.8K - $20.1K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.21KNew |
$9.04K - $9.68K
|
1.21K
$8.91K
|
|
|
Feb 14, 2020
Q4 2019
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.6KClosed |
$11.9K - $12.8K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-260KClosed |
$1.94M - $2.08M
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-38.7KClosed |
$288K - $308K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
2.41KNew |
$18K - $19.2K
|
2.41K
$17.7K
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-2.41KClosed |
$18K - $19.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-58.8KClosed |
$426K - $447K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-58.2KClosed |
$421K - $442K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36KClosed |
$260K - $273K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-15Closed |
$109 - $114
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-473Closed |
$3.42K - $3.59K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-158KClosed |
$1.1M - $1.16M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-13.3KClosed |
$83.4K - $93.9K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.61KClosed |
$47.7K - $53.7K
|
0
$0
|
|
|
Apr 04, 2019
Q1 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-765Closed |
$4.8K - $5.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Apr 16, 2019
Q4 2018
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
650New |
$4.01K - $4.36K
|
650
$4.77K
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.55KClosed |
$15.7K - $17.1K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.5KClosed |
$83.3K - $90.6K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.01KClosed |
$6.24K - $6.78K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
20KNew |
$132K - $136K
|
20K
$147K
|
|
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-25.8KClosed |
$171K - $176K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.09KClosed |
$40.4K - $41.5K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Lincoln National Corp
|
SELL
|
- |
-10.1KClosed |
$67.7K - $72.3K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 12, 2018
Q4 2017
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1KNew |
$7.15K - $7.34K
|
1K
$7.34K
|
|
| Q3 2017 | |||||||
|
Nov 15, 2017
Q3 2017
|
Parallel Advisors, LLC
|
BUY
|
- |
2.8KNew |
$20K - $20.5K
|
2.8K
$20.6K
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-415Closed |
$2.97K - $3.04K
|
0
$0
|
|
|
Oct 17, 2017
Q3 2017
|
City Holding CO
|
BUY
|
- |
8New |
$57.3 - $58.6
|
8
$58.7
|
|