Purchases and Sales Made in Q3 2025 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
232KNew |
$1.77M - $1.87M
|
232K
$1.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
218K+ 102.89% |
$1.66M - $1.75M
|
429K
$3.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43.1K+ 2628.41% |
$328K - $347K
|
44.7K
$361K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.6KNew |
$324K - $343K
|
42.6K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24.5KNew |
$186K - $197K
|
24.5K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.9K+ 32.16% |
$182K - $192K
|
98K
$791K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.8K+ 535.62% |
$174K - $184K
|
27.1K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.3KNew |
$170K - $179K
|
22.3K
$180K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.5KNew |
$126K - $133K
|
16.5K
$134K
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
11.6KNew |
$87.9K - $92.9K
|
11.6K
$93.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8K+ 1.17% |
$60.8K - $64.3K
|
691K
$5.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.21K+ 3.18% |
$39.6K - $41.9K
|
169K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.38K+ 10.75% |
$18.1K - $19.1K
|
24.5K
$197K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.97K+ 61.59% |
$15K - $15.9K
|
5.17K
$41.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.84KNew |
$14K - $14.8K
|
1.84K
$14.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.65K+ 0.91% |
$12.5K - $13.2K
|
183K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53KNew |
$11.7K - $12.3K
|
1.53K
$12.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395+ 1.84% |
$3.01K - $3.18K
|
21.8K
$176K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
342+ 2.89% |
$2.6K - $2.75K
|
12.2K
$98.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
323+ 1.54% |
$2.46K - $2.6K
|
21.3K
$172K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
305+ 1.7% |
$2.32K - $2.45K
|
18.2K
$147K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.04% |
$7.61 - $8.04
|
2.41K
$19.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-200- 33.33% |
$1.52K - $1.61K
|
400
$3.23K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-361- 2.33% |
$2.75K - $2.9K
|
15.1K
$122K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-962- 0.25% |
$7.32K - $7.73K
|
381K
$3.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.06K- 0.98% |
$8.04K - $8.49K
|
106K
$859K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 5.97% |
$8.29K - $8.76K
|
17.2K
$139K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-1.19K- 5.9% |
$9.03K - $9.54K
|
18.9K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.21K- 0.18% |
$9.19K - $9.71K
|
684K
$5.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.77K- 1.39% |
$13.4K - $14.2K
|
125K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.08K- 3.19% |
$15.8K - $16.7K
|
63.3K
$510K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.19K- 1.03% |
$16.7K - $17.6K
|
211K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.2K- 29.33% |
$16.7K - $17.7K
|
5.3K
$42.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.58K- 1.5% |
$42.5K - $44.9K
|
368K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.22K- 7.45% |
$62.5K - $66.1K
|
102K
$824K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.88K- 15.49% |
$75.2K - $79.4K
|
53.9K
$435K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.7K- 3.42% |
$89.1K - $94.1K
|
330K
$2.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-16.4K- 13.85% |
$125K - $132K
|
102K
$823K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.9K- 24.26% |
$281K - $297K
|
115K
$930K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-55.1K- 77.77% |
$420K - $443K
|
15.8K
$127K
|
|