Latest Institutional Purchases of Franklin Universal Trust (FT)
This list provides information on the latest institutional transactions involving Franklin Universal Trust (FT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
177KNew |
$1.28M - $1.38M
|
177K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
84KNew |
$607K - $654K
|
84K
$638K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
29KNew |
$209K - $226K
|
29K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.4K+ 69.68% |
$162K - $175K
|
54.6K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.5K+ 22.12% |
$155K - $167K
|
119K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 6.58% |
$122K - $132K
|
273K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
14.9KNew |
$108K - $116K
|
14.9K
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.4K+ 1.87% |
$89.4K - $96.4K
|
673K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 10.84% |
$83.9K - $90.5K
|
119K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
11K+ 27.5% |
$79.7K - $86K
|
51.2K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25K+ 0.35% |
$16.2K - $17.5K
|
653K
$4.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.92K+ 1.13% |
$13.9K - $15K
|
172K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.8K+ 0.52% |
$13K - $14K
|
348K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.64KNew |
$11.8K - $12.8K
|
1.64K
$12.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.63K+ 17.04% |
$11.8K - $12.7K
|
11.2K
$85.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.58KNew |
$11.4K - $12.3K
|
1.58K
$12K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
815+ 4.75% |
$5.88K - $6.35K
|
18K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
406+ 0.22% |
$2.93K - $3.16K
|
182K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
396+ 0.12% |
$2.86K - $3.08K
|
342K
$2.6M
|
|
|
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
$7.73K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 1.63% |
$2.35K - $2.53K
|
20.3K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12+ 1.42% |
$86.6 - $93.5
|
860
$6.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.5K+ 11.92% |
$91.6K - $102K
|
127K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$82.3K - $91.8K
|
12.1K
$92K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$78.8K - $88K
|
11.6K
$88.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.5KNew |
$71.2K - $79.5K
|
10.5K
$79.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
242+ 0.38% |
$1.64K - $1.83K
|
63.3K
$480K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.12% |
$109 - $121
|
12.9K
$98K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
775New |
$4.94K - $5.36K
|
775
$5.88K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
714New |
$4.55K - $4.93K
|
714
$5.42K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
77.5KNew |
$497K - $519K
|
77.5K
$588K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$67.3K - $70.3K
|
10.5K
$79.7K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.41KNew |
$14.5K - $16.3K
|
2.41K
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
230New |
$1.38K - $1.55K
|
230
$1.75K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
18.2KNew |
$114K - $127K
|
18.2K
$138K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2KNew |
$12.6K - $14K
|
2K
$15.2K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
2.88KNew |
$19K - $20.7K
|
2.88K
$21.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375New |
$2.48K - $2.69K
|
375
$2.85K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
46.7KNew |
$313K - $344K
|
46.7K
$354K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.5KNew |
$177K - $195K
|
26.5K
$201K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23K+ 8.93% |
$154K - $169K
|
280K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.34KNew |
$55.9K - $61.3K
|
8.34K
$63.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.5KNew |
$10.1K - $11K
|
1.5K
$11.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$4.03K - $4.42K
|
600
$4.55K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
540New |
$3.62K - $3.97K
|
540
$4.1K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
17.7KNew |
$110K - $124K
|
17.7K
$134K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.69KNew |
$16.7K - $18.9K
|
2.69K
$20.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3KNew |
$179K - $228K
|
28.3K
$215K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2KNew |
$172K - $219K
|
27.2K
$206K
|
|