Purchases and Sales Made in Q3 2022 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
137K+ 217.51% |
$865K - $1.1M
|
200K
$1.46M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
43K+ 31.86% |
$272K - $346K
|
178K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
35.8KNew |
$227K - $288K
|
35.8K
$263K
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
31KNew |
$196K - $250K
|
31K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3KNew |
$179K - $228K
|
28.3K
$208K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2KNew |
$172K - $219K
|
27.2K
$200K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2KNew |
$172K - $219K
|
27.2K
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.9KNew |
$132K - $168K
|
20.9K
$154K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.5K+ 17.4% |
$97.8K - $124K
|
104K
$765K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5KNew |
$91.8K - $117K
|
14.5K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.7KNew |
$73.9K - $94K
|
11.7K
$85.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.45K+ 6.26% |
$34.5K - $43.9K
|
92.6K
$680K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.93K+ 0.94% |
$18.6K - $23.6K
|
317K
$2.32M
|
|
|
Oct 18, 2022
Q3 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.89K+ 2.22% |
$18.3K - $23.3K
|
133K
$980K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
780+ 4.78% |
$4.94K - $6.28K
|
17.1K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500+ 2.56% |
$3.17K - $4.03K
|
20K
$147K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
441+ 2.28% |
$2.79K - $3.55K
|
19.8K
$145K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
149New |
$943 - $1.2K
|
149
$1.09K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
125+ 0.74% |
$791 - $1.01K
|
16.9K
$124K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-256- 0.25% |
$1.62K - $2.06K
|
102K
$748K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-406- 0.42% |
$2.57K - $3.27K
|
96.7K
$710K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-700- 6.33% |
$4.43K - $5.64K
|
10.4K
$76.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2K- 5.71% |
$12.7K - $16.1K
|
33K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.28K- 1.11% |
$14.4K - $18.3K
|
202K
$1.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.73K- 1.45% |
$42.6K - $54.1K
|
457K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.87K- 1.8% |
$43.5K - $55.3K
|
375K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13K- 53.16% |
$82.2K - $105K
|
11.4K
$84K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16K- 6.39% |
$102K - $129K
|
235K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.5K- 15.82% |
$497K - $632K
|
418K
$3.07M
|