Purchases and Sales Made in Q2 2024 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q2 2024. 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, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
132K+ 654.35% |
$838K - $909K
|
152K
$1.11M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 53.8% |
$764K - $828K
|
343K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 53.8% |
$764K - $828K
|
343K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
57.6KNew |
$367K - $398K
|
57.6K
$422K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49K+ 8.33% |
$312K - $339K
|
637K
$4.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
41.4K+ 18.74% |
$263K - $286K
|
262K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.7KNew |
$189K - $205K
|
29.7K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
28.4K+ 35.79% |
$181K - $196K
|
108K
$791K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$175K - $190K
|
27.5K
$201K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
26.8K+ 4.28% |
$171K - $185K
|
654K
$4.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.9KNew |
$82.2K - $89.1K
|
12.9K
$94.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.1K+ 23.81% |
$77.2K - $83.8K
|
63K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
9.1K+ 10.79% |
$58K - $62.9K
|
93.5K
$686K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.19K+ 3.7% |
$33.1K - $35.9K
|
146K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
3.76K+ 2.28% |
$23.9K - $26K
|
168K
$1.24M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.11K+ 3.53% |
$19.8K - $21.5K
|
91.1K
$669K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 9.91% |
$9.73K - $10.6K
|
16.9K
$124K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
775New |
$4.94K - $5.36K
|
775
$5.69K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
775New |
$4.94K - $5.36K
|
775
$5.69K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
714New |
$4.55K - $4.93K
|
714
$5.24K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
348+ 1.8% |
$2.22K - $2.4K
|
19.7K
$144K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
156+ 0.94% |
$994 - $1.08K
|
16.7K
$123K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
71+ 0.55% |
$452 - $491
|
12.9K
$94.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-200- 1.03% |
$1.27K - $1.38K
|
19.3K
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.03K- 8.69% |
$12.9K - $14K
|
21.3K
$156K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.21K- 4.23% |
$26.8K - $29.1K
|
95.2K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.19K- 20.77% |
$33.1K - $35.9K
|
19.8K
$145K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-5.31K- 12.03% |
$33.8K - $36.7K
|
38.8K
$285K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-7.01K- 28.58% |
$44.7K - $48.4K
|
17.5K
$129K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.79K- 3.46% |
$56K - $60.7K
|
246K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.5K- 6.04% |
$67K - $72.7K
|
164K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.9K- 6.3% |
$69.3K - $75.2K
|
162K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.3K- 3.74% |
$84.5K - $91.6K
|
342K
$2.51M
|