Purchases and Sales Made in Q2 2025 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q2 2025. 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 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.2K+ 9.45% |
$411K - $451K
|
685K
$5.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
36.6K+ 106.58% |
$254K - $279K
|
70.9K
$572K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.4K+ 6.68% |
$162K - $178K
|
373K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
18.3K+ 13.68% |
$127K - $139K
|
152K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
14.9KNew |
$104K - $114K
|
14.9K
$120K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 25.56% |
$92.4K - $101K
|
65.3K
$527K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.1K+ 1.81% |
$84.3K - $92.4K
|
683K
$5.51M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 11.2% |
$77.2K - $84.7K
|
110K
$890K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.58KNew |
$31.9K - $34.9K
|
4.58K
$37K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
4.39K+ 2.49% |
$30.5K - $33.5K
|
181K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3K+ 11.34% |
$20.9K - $22.9K
|
29.5K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.46K+ 2.33% |
$10.1K - $11.1K
|
63.8K
$515K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 10.03% |
$7.47K - $8.19K
|
11.8K
$95.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
864+ 8.63% |
$6K - $6.58K
|
10.9K
$87.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800+ 8.39% |
$5.56K - $6.1K
|
10.3K
$83.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
664New |
$4.61K - $5.06K
|
664
$5.36K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
609+ 2.84% |
$4.23K - $4.64K
|
22.1K
$178K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$4.17K - $4.57K
|
600
$4.84K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
464+ 12.21% |
$3.22K - $3.54K
|
4.27K
$34.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
365+ 0.11% |
$2.54K - $2.78K
|
342K
$2.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
364+ 0.22% |
$2.53K - $2.77K
|
164K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
337+ 1.63% |
$2.34K - $2.57K
|
21K
$169K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
190+ 1.63% |
$1.32K - $1.45K
|
11.8K
$95.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
190+ 2.6% |
$1.32K - $1.45K
|
7.5K
$60.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
185+ 0.25% |
$1.29K - $1.41K
|
74.2K
$599K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151+ 0.71% |
$1.05K - $1.15K
|
21.4K
$173K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28+ 0.15% |
$195 - $213
|
18.3K
$147K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q2 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-500- 2.43% |
$3.48K - $3.81K
|
20.1K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-674- 4.81% |
$4.68K - $5.14K
|
13.3K
$108K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.83K- 1.32% |
$19.6K - $21.5K
|
212K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.8K- 26.53% |
$81.7K - $89.6K
|
32.5K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 11.98% |
$93.8K - $103K
|
99.2K
$800K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.1K- 4.05% |
$112K - $123K
|
382K
$3.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-38.4K- 71.71% |
$267K - $293K
|
15.2K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.3K- 27.76% |
$287K - $315K
|
108K
$868K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-45.2K- 17.47% |
$314K - $344K
|
213K
$1.72M
|
|