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 54 institutions that hold shares in the stock, with a total of 5.12 Million shares, which have been reported (via 13F filing form) to have a value of $41.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
24,463
shares
|
$197,416
0.0% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
22,315
shares
|
$180,082
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
21,805
shares
|
$175,966
0.0% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
21,299
shares
|
$171,882
0.02% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
18,932
shares
|
$152,781
0.05% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
18,225
shares
|
$147,075
0.0% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
17,171
shares
|
$138,569
0.0% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
16,700
shares
|
$134,769
0.0% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
16,546
shares
|
$133,526
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
15,756
shares
|
$127,150
0.04% of portfolio
|
Q3 2025
Reduced 77.77%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
15,150
shares
|
$122,260
0.02% of portfolio
|
Q2 2025
Reduced 71.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
15,126
shares
|
$122,066
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
14,910
shares
|
$120,323
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
12,190
shares
|
$98,373
0.01% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
11,795
shares
|
$95,185
0.0% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
11,552
shares
|
$93,224
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,484
shares
|
$84,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
10,340
shares
|
$83,443
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
10,269
shares
|
$82,870
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,300
shares
|
$42,771
0.01% of portfolio
|
Q3 2025
Reduced 29.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,174
shares
|
$41,754
0.0% of portfolio
|
Q3 2025
Added 61.59%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
2,414
shares
|
$19,480
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,841
shares
|
$14,856
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,534
shares
|
$12,379
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,500
shares
|
$12,105
0.01% of portfolio
|
Q1 2023
New holding
|
|