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 53 institutions that hold shares in the stock, with a total of 4.9 Million shares, which have been reported (via 13F filing form) to have a value of $39.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
691,160
shares
|
$5.58 Million
0.71% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
684,190
shares
|
$5.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
429,450
shares
|
$3.47 Million
0.06% of portfolio
|
Q3 2025
Added 102.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
380,742
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
367,740
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
330,329
shares
|
$2.67 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
232,193
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
185,420
shares
|
$1.5 Million
0.39% of portfolio
|
Q4 2025
Added 1.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
169,031
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
128,340
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2025
Reduced 39.23%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
124,857
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
115,229
shares
|
$929,898
0.0% of portfolio
|
Q3 2025
Reduced 24.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
106,482
shares
|
$859,309
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
102,074
shares
|
$823,737
0.0% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
Nov 13, 2025 Q3 2025 |
102,032
shares
|
$823,398
0.06% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
98,039
shares
|
$791,174
0.0% of portfolio
|
Q3 2025
Added 32.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,273
shares
|
$510,613
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
63,255
shares
|
$510,467
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
53,901
shares
|
$434,981
0.0% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
44,746
shares
|
$361,100
0.01% of portfolio
|
Q3 2025
Added 2628.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
42,616
shares
|
$343,911
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
29,453
shares
|
$237,685
0.02% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
24,463
shares
|
$197,416
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
24,463
shares
|
$197,416
0.0% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
24,242
shares
|
$195,632
0.01% of portfolio
|
Q4 2025
Reduced 10.58%
|
|