Purchases and Sales Made in Q4 2022 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
83K+ 231.65% |
$516K - $582K
|
119K
$872K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
81.4K+ 25.72% |
$506K - $571K
|
398K
$2.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
79.6K+ 256.71% |
$494K - $558K
|
111K
$812K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
79.6K+ 44.73% |
$494K - $558K
|
257K
$1.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
49K+ 10.72% |
$305K - $344K
|
506K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35K+ 14.88% |
$217K - $245K
|
270K
$1.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.4K+ 9.72% |
$120K - $136K
|
219K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.4K+ 19.84% |
$114K - $129K
|
111K
$815K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
17.7KNew |
$110K - $124K
|
17.7K
$130K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.4KNew |
$102K - $115K
|
16.4K
$121K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
8.55K+ 6.41% |
$53.1K - $60K
|
142K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.83K+ 4.63% |
$30K - $33.9K
|
109K
$801K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.69KNew |
$16.7K - $18.9K
|
2.69K
$19.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.52K+ 7.64% |
$15.7K - $17.7K
|
35.6K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 10.12% |
$12.4K - $14K
|
21.8K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 6.5% |
$8.07K - $9.11K
|
21.3K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
309+ 1.81% |
$1.92K - $2.17K
|
17.4K
$128K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
205+ 1.21% |
$1.27K - $1.44K
|
17.1K
$126K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.62K- 17.86% |
$28.7K - $32.4K
|
21.2K
$156K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-8.16K- 8.43% |
$50.6K - $57.2K
|
88.5K
$650K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11.7K- 11.5% |
$72.8K - $82.2K
|
90.2K
$662K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.5K- 9.65% |
$121K - $137K
|
183K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.5K- 8.4% |
$196K - $221K
|
343K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-115K- 27.44% |
$712K - $803K
|
303K
$2.22M
|