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 50 institutions that hold shares in the stock, with a total of 4.75 Million shares, which have been reported (via 13F filing form) to have a value of $36 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
673,296
shares
|
$5.11 Million
0.7% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
652,535
shares
|
$4.95 Million
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
348,045
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
342,280
shares
|
$2.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
273,464
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
261,755
shares
|
$1.99 Million
0.09% of portfolio
|
Q4 2024
Reduced 19.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
182,277
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
177,358
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
172,402
shares
|
$1.31 Million
0.38% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
163,545
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
146,945
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
Feb 14, 2025 Q4 2024 |
133,917
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
126,722
shares
|
$961,819
0.01% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
118,746
shares
|
$901,282
0.0% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
118,611
shares
|
$900,257
0.0% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
118,249
shares
|
$897,509
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
84,011
shares
|
$637,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
79,609
shares
|
$604,232
0.0% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,273
shares
|
$480,242
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
57,572
shares
|
$436,971
0.05% of portfolio
|
Q4 2024
Reduced 30.02%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
56,050
shares
|
$425,419
0.11% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
54,628
shares
|
$414,626
0.0% of portfolio
|
Q4 2024
Added 69.68%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
51,188
shares
|
$388,516
0.15% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
29,000
shares
|
$220,110
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
26,453
shares
|
$200,778
0.02% of portfolio
|
Q1 2023
New holding
|