Institutional Ownership Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 4.64 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
660,916
shares
|
$4.88 Million
0.7% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
650,290
shares
|
$4.81 Million
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
346,249
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
341,884
shares
|
$2.53 Million
0.23% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
325,826
shares
|
$2.41 Million
0.12% of portfolio
|
Q3 2024
Added 24.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
256,582
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
181,871
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
170,479
shares
|
$1.26 Million
0.37% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
166,534
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
162,843
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
Nov 14, 2024 Q3 2024 |
159,920
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
126,722
shares
|
$936,475
0.01% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
125,499
shares
|
$927,437
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
107,132
shares
|
$791,705
0.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
100,329
shares
|
$741,431
0.02% of portfolio
|
Q3 2024
Reduced 31.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
97,123
shares
|
$717,738
0.0% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
83,786
shares
|
$619,178
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
82,268
shares
|
$607,960
0.07% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,273
shares
|
$467,587
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
57,550
shares
|
$425,294
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
40,146
shares
|
$296,678
0.12% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
32,195
shares
|
$237,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
30,185
shares
|
$223,067
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,804
shares
|
$212,861
0.0% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
26,453
shares
|
$195,487
0.02% of portfolio
|
Q1 2023
New holding
|