Who owns Franklin Universal Trust?
- Ticker: FT
- CUSIP Number: 355145103
Tip: Access positions for across all investors
Analyze quarterly positions in Franklin Universal Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Franklin Universal Trust stock
Who bought or sold Franklin Universal Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Moloney Securities Asset Management | 627k | $4.2M | 11% | Mar 2024 |
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| LPL Financial | 589k | $3.9M | 70% | Mar 2024 |
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| Koshinski Asset Management | 355k | $2.4M | -35% | Mar 2024 |
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| Stifel Financial | 254k | $1.7M | -3% | Mar 2024 |
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| Morgan Stanley | 223k | $2.5M | -35% | Mar 2024 |
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| Hennion & Walsh Asset Management | 221k | $1.5M | 20% | Mar 2024 |
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| Westchester Capital Management | 185k | $1.2M | 0% | Mar 2024 |
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| Wells Fargo & Company | 174k | $1.2M | -1% | Mar 2024 |
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| Advisor Group Holdings | 173k | $1.1M | -4% | Mar 2024 |
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| Uncommon Cents Investing | 165k | $1.1M | 2% | Mar 2024 |
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| Wolverine Asset Management | 140k | $933k | 98% | Mar 2024 |
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| Integrated Wealth Concepts | 113k | $752k | -3% | Mar 2024 |
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| Janney Montgomery Scott | 99k | $660k | -31% | Mar 2024 |
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| Landscape Capital Management | 84k | $560k | 90% | Mar 2024 |
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| UBS Group | 79k | $527k | -19% | Mar 2024 |
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| Raymond James & Associates | 51k | $338k | 1% | Mar 2024 |
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| Shaker Financial Services | 44k | $293k | 88% | Mar 2024 |
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| Clear Creek Financial Management | 27k | $176k | 0% | Mar 2024 |
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| Wedbush Morgan Securities | 25k | $163k | 0% | Dec 2023 |
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| Royal Bank of Canada | 23k | $155k | 12% | Mar 2024 |
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| Commonwealth Equity Services | 20k | $134k | 100% | Mar 2024 |
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| Stratos Wealth Partners | 20k | $130k | 0% | Mar 2024 |
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| SeaCrest Wealth Management | 19k | $128k | 2% | Mar 2024 |
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| Cambridge Investment Research Advisors | 17k | $110k | 1% | Mar 2024 |
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| Goss Wealth Management | 15k | $102k | 11% | Mar 2024 |
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| PFG Investments | 13k | $85k | 100% | Mar 2024 |
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| Geneos Wealth Management | 10k | $69k | -9% | Mar 2024 |
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| Pnc Financial Services | 3.2k | $21k | 0% | Mar 2024 |
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| Parallel Advisors | 2.8k | $19k | 0% | Mar 2024 |
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| CGC Financial Services | 2.4k | $16k | 0% | Mar 2024 |
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| Prestige Wealth Management Group | 650.00 | $4.3k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 500.00 | $3.3k | 0% | Mar 2024 |
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Who sold out of Franklin Universal Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brian McDonald | Sep 2023 | 18k | $116k |
| Susquehanna International | Sep 2023 | 16k | $100k |
| Ameriprise Financial | Sep 2023 | 10k | $65k |
| IFP Advisors | Sep 2023 | 2.0k | $13k |