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 | 564k | $3.8M | 14% | Dec 2023 |
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| Koshinski Asset Management | 544k | $3.6M | 48% | Dec 2023 |
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| Stifel Financial | 262k | $1.7M | 13% | Dec 2023 |
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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% | Dec 2023 |
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| Advisor Group Holdings | 179k | $1.2M | -9% | Dec 2023 |
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| Wells Fargo & Company | 175k | $1.2M | -4% | Dec 2023 |
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| Uncommon Cents Investing | 161k | $1.1M | 4% | Dec 2023 |
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| Janney Montgomery Scott | 143k | $953k | -41% | Dec 2023 |
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| UBS Group | 98k | $654k | -9% | Dec 2023 |
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| Wolverine Asset Management | 71k | $471k | 4159% | Dec 2023 |
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| Raymond James & Associates | 50k | $334k | -4% | Dec 2023 |
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| Landscape Capital Management | 44k | $295k | 100% | Dec 2023 |
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| Clear Creek Financial Management | 27k | $176k | 0% | Dec 2023 |
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| Wedbush Morgan Securities | 25k | $163k | 0% | Dec 2023 |
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| Shaker Financial Services | 23k | $156k | -43% | Dec 2023 |
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| Royal Bank of Canada | 21k | $138k | 0% | Dec 2023 |
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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 | 16k | $109k | 1% | Dec 2023 |
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| Geneos Wealth Management | 11k | $76k | 0% | Dec 2023 |
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| Pnc Financial Services | 3.2k | $21k | 0% | Dec 2023 |
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| Parallel Advisors | 2.8k | $19k | 0% | Dec 2023 |
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| CGC Financial Services | 2.4k | $16k | 100% | Dec 2023 |
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| Prestige Wealth Management Group | 650.00 | $4.3k | 0% | Dec 2023 |
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| Bank of America Corporation | 230.00 | $1.5k | 100% | Dec 2023 |
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Who sold out of Franklin Universal Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| First Pacific Financial | Sep 2023 | 2.9k | $18k |
| IFP Advisors | Sep 2023 | 2.0k | $13k |
| Ronald Blue Trust | Sep 2023 | 375.00 | $3.0k |