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 $35.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
25,144
shares
|
$188,580
0.0% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
20,313
shares
|
$152,347
0.02% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,078
shares
|
$150,585
0.0% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
19,300
shares
|
$144,750
0.0% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
18,720
shares
|
$140,400
0.0% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
17,973
shares
|
$134,797
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,286
shares
|
$122,145
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,232
shares
|
$114,240
0.0% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
14,910
shares
|
$111,825
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,467
shares
|
$86,002
0.01% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,210
shares
|
$84,075
0.02% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
10,800
shares
|
$81,000
0.0% of portfolio
|
Q4 2024
Reduced 38.36%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,484
shares
|
$78,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,444
shares
|
$78,330
0.0% of portfolio
|
Q1 2024
Reduced 8.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,202
shares
|
$24,015
0.0% of portfolio
|
Q4 2020
Reduced 24.69%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
2,413
shares
|
$18,097
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,640
shares
|
$12,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,576
shares
|
$11,820
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,500
shares
|
$11,250
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,019
shares
|
$7,642
0.0% of portfolio
|
Q4 2024
Added 50.07%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
860
shares
|
$6,450
0.0% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
775
shares
|
$5,812
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
714
shares
|
$5,355
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$3,750
0.0% of portfolio
|
Q1 2024
Reduced 94.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|