Purchases and Sales Made in Q2 2022 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
88.8KNew |
$627K - $730K
|
88.8K
$652K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
87.8K+ 186.26% |
$620K - $721K
|
135K
$990K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.9KNew |
$444K - $517K
|
62.9K
$461K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.8K+ 38.42% |
$401K - $467K
|
205K
$1.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.1KNew |
$78.1K - $91K
|
11.1K
$81.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
9.49K+ 7.84% |
$67K - $78K
|
131K
$958K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
9.22K+ 3.03% |
$65.1K - $75.8K
|
314K
$2.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.02K+ 11.54% |
$63.7K - $74.1K
|
87.2K
$640K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
6.68KNew |
$47.1K - $54.9K
|
6.68K
$49K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.76K+ 0.76% |
$26.5K - $30.9K
|
496K
$3.64M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.4K+ 21.12% |
$24K - $27.9K
|
19.5K
$143K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.48K+ 14.74% |
$17.5K - $20.4K
|
19.3K
$142K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.39K+ 0.36% |
$9.79K - $11.4K
|
382K
$2.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.39K+ 0.36% |
$9.79K - $11.4K
|
382K
$2.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
818+ 0.85% |
$5.78K - $6.72K
|
97.1K
$713K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
703+ 0.15% |
$4.96K - $5.78K
|
464K
$3.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
200+ 1.04% |
$1.41K - $1.64K
|
19.5K
$143K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44+ 0.18% |
$311 - $362
|
24.4K
$179K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-257- 1.55% |
$1.81K - $2.11K
|
16.3K
$120K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-871- 4.93% |
$6.15K - $7.16K
|
16.8K
$123K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.46K- 1.41% |
$10.3K - $12K
|
102K
$750K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.28K- 21.75% |
$23.1K - $26.9K
|
11.8K
$86.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.94K- 38.31% |
$49K - $57K
|
11.2K
$82K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8K- 2.66% |
$56.5K - $65.7K
|
292K
$2.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-13.7KClosed |
$96.6K - $112K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.7KClosed |
$118K - $137K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-26.4KClosed |
$187K - $217K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-40.5KClosed |
$286K - $333K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-96.6K- 27.8% |
$682K - $794K
|
251K
$1.84M
|