Purchases and Sales Made in Q2 2023 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.3K+ 61.54% |
$550K - $598K
|
219K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
47.1K+ 33.26% |
$311K - $338K
|
189K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25KNew |
$165K - $180K
|
25K
$184K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14.8K+ 3.51% |
$97.8K - $106K
|
437K
$3.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 5.08% |
$74.3K - $80.8K
|
233K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.4K+ 27.17% |
$68.9K - $75K
|
48.9K
$359K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.1KNew |
$66.9K - $72.8K
|
10.1K
$74.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.66K+ 1.67% |
$37.3K - $40.6K
|
344K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.3K+ 15.54% |
$21.8K - $23.7K
|
24.5K
$180K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
2.88KNew |
$19K - $20.7K
|
2.88K
$21.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.82K+ 1.26% |
$12K - $13.1K
|
146K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 8.85% |
$11.2K - $12.2K
|
20.9K
$153K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.38K+ 1.36% |
$9.08K - $9.87K
|
103K
$754K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
479+ 0.26% |
$3.16K - $3.44K
|
187K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375New |
$2.48K - $2.69K
|
375
$2.75K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
313+ 1.75% |
$2.07K - $2.25K
|
18.2K
$133K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
200+ 1.04% |
$1.32K - $1.44K
|
19.5K
$143K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
145+ 0.91% |
$957 - $1.04K
|
16.1K
$118K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.47K- 10.62% |
$16.3K - $17.7K
|
20.8K
$153K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.96K- 2.46% |
$19.5K - $21.2K
|
117K
$862K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.5K- 5.27% |
$89.2K - $97K
|
243K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-28.3K- 36.65% |
$187K - $203K
|
49K
$360K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-107K- 35.17% |
$706K - $768K
|
197K
$1.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-198K- 37.04% |
$1.31M - $1.43M
|
337K
$2.48M
|