Purchases and Sales Made in Q1 2023 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q1 2023. The information is specifically focused on institutions that hold shares of FRANKLIN UNIVERSAL TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
51.4K+ 56.99% |
$345K - $378K
|
142K
$1.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
46.7KNew |
$313K - $344K
|
46.7K
$343K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.4K+ 5.81% |
$197K - $217K
|
536K
$3.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.5KNew |
$177K - $195K
|
26.5K
$194K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
24.6K+ 6.17% |
$165K - $181K
|
423K
$3.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.4K+ 21.98% |
$164K - $180K
|
135K
$994K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23K+ 8.93% |
$154K - $169K
|
280K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 14.52% |
$86.3K - $94.6K
|
101K
$744K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.2K+ 10.3% |
$75.4K - $82.7K
|
120K
$883K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.34KNew |
$55.9K - $61.3K
|
8.34K
$61.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.31K+ 1.81% |
$22.2K - $24.3K
|
186K
$1.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.87K+ 8.07% |
$19.3K - $21.1K
|
38.4K
$282K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.5K+ 1.14% |
$16.7K - $18.4K
|
221K
$1.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.36K+ 1.66% |
$15.8K - $17.4K
|
144K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.5K+ 6.89% |
$10.1K - $11K
|
23.3K
$171K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.5KNew |
$10.1K - $11K
|
1.5K
$11K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.29KNew |
$8.64K - $9.47K
|
1.29K
$9.45K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21K+ 0.4% |
$8.1K - $8.88K
|
304K
$2.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$4.03K - $4.42K
|
600
$4.4K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
540New |
$3.62K - $3.97K
|
540
$3.96K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500New |
$3.36K - $3.68K
|
500
$3.67K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
446+ 2.56% |
$2.99K - $3.28K
|
17.9K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-200- 1.03% |
$1.34K - $1.47K
|
19.3K
$142K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.17K- 6.8% |
$7.82K - $8.57K
|
16K
$117K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.1K- 9.86% |
$14.1K - $15.5K
|
19.2K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.97K- 1.45% |
$33.4K - $36.6K
|
338K
$2.48M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.7K- 5.07% |
$91.9K - $101K
|
256K
$1.88M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-33.3K- 30.09% |
$223K - $245K
|
77.3K
$568K
|