Purchases and Sales Made in Q4 2024 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
177KNew |
$1.28M - $1.38M
|
177K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
84KNew |
$607K - $654K
|
84K
$638K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
29KNew |
$209K - $226K
|
29K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.4K+ 69.68% |
$162K - $175K
|
54.6K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.5K+ 22.12% |
$155K - $167K
|
119K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 6.58% |
$122K - $132K
|
273K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
14.9KNew |
$108K - $116K
|
14.9K
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.4K+ 1.87% |
$89.4K - $96.4K
|
673K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 10.84% |
$83.9K - $90.5K
|
119K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
11K+ 27.5% |
$79.7K - $86K
|
51.2K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25K+ 0.35% |
$16.2K - $17.5K
|
653K
$4.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.92K+ 1.13% |
$13.9K - $15K
|
172K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.8K+ 0.52% |
$13K - $14K
|
348K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.64KNew |
$11.8K - $12.8K
|
1.64K
$12.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.63K+ 17.04% |
$11.8K - $12.7K
|
11.2K
$85.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.58KNew |
$11.4K - $12.3K
|
1.58K
$12K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
815+ 4.75% |
$5.88K - $6.35K
|
18K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
406+ 0.22% |
$2.93K - $3.16K
|
182K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
396+ 0.12% |
$2.86K - $3.08K
|
342K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
340+ 50.07% |
$2.45K - $2.65K
|
1.02K
$7.73K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 1.63% |
$2.35K - $2.53K
|
20.3K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12+ 1.42% |
$86.6 - $93.5
|
860
$6.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-76- 0.4% |
$549 - $592
|
18.7K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-475- 2.83% |
$3.43K - $3.7K
|
16.3K
$124K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-791- 6.45% |
$5.71K - $6.16K
|
11.5K
$87K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.5K- 2.61% |
$10.8K - $11.7K
|
56.1K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.99K- 1.79% |
$21.6K - $23.3K
|
164K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.43K- 18.39% |
$24.8K - $26.7K
|
15.2K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.66K- 12.71% |
$26.4K - $28.5K
|
25.1K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.18K- 4.99% |
$30.2K - $32.5K
|
79.6K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.72K- 38.36% |
$48.5K - $52.3K
|
10.8K
$82K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.25K- 5.78% |
$52.3K - $56.5K
|
118K
$898K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 33.48% |
$73K - $78.7K
|
20.1K
$152K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.9K- 9.76% |
$115K - $124K
|
147K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-24.7K- 30.02% |
$178K - $192K
|
57.6K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-26K- 16.26% |
$188K - $203K
|
134K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-64.1K- 19.66% |
$463K - $499K
|
262K
$1.99M
|