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 | 661k | $5.0M | 1% | Sep 2024 |
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| LPL Financial | 650k | $4.9M | 2% | Sep 2024 |
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| Morgan Stanley | 343k | $3.1M | 54% | Jun 2024 |
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| Koshinski Asset Management | 342k | $2.6M | 0% | Sep 2024 |
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| Hennion & Walsh Asset Management | 326k | $2.5M | 24% | Sep 2024 |
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| Stifel Financial | 246k | $1.7M | -3% | Jun 2024 |
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| Advisor Group Holdings | 182k | $1.4M | 5% | Sep 2024 |
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| Uncommon Cents Investing | 171k | $1.3M | 1% | Sep 2024 |
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| Commonwealth Equity Services | 167k | $1.3M | 10% | Sep 2024 |
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| Wells Fargo & Company | 163k | $1.2M | -1% | Sep 2024 |
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| Westchester Capital Management | 160k | $1.2M | -14% | Sep 2024 |
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| Sanctuary Advisors | 128k | $843k | 100% | Jun 2024 |
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| Integrated Wealth Concepts | 127k | $958k | 12% | Sep 2024 |
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| Wolverine Asset Management | 100k | $759k | -31% | Sep 2024 |
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| Janney Montgomery Scott | 97k | $734k | 2% | Sep 2024 |
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| Cetera Investment Advisers | 91k | $620k | 4% | Jun 2024 |
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| Landscape Capital Management | 82k | $622k | -12% | Sep 2024 |
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| Raymond James & Associates | 63k | $478k | 0% | Sep 2024 |
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| Ashton Thomas Securities | 58k | $435k | 100% | Sep 2024 |
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| Shaker Financial Services | 40k | $304k | 3% | Sep 2024 |
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| Pathstone Holdings | 32k | $243k | 100% | Sep 2024 |
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| Kestra Advisory Services | 30k | $228k | 2% | Sep 2024 |
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| HighTower Advisors | 28k | $179k | 100% | Jun 2024 |
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| Clear Creek Financial Management | 27k | $200k | 0% | Sep 2024 |
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| SeaCrest Wealth Management | 20k | $151k | 2% | Sep 2024 |
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| Stratos Wealth Partners | 19k | $146k | 0% | Sep 2024 |
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| Royal Bank of Canada | 19k | $142k | -12% | Sep 2024 |
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| Susquehanna International | 19k | $141k | 100% | Sep 2024 |
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| Wedbush Morgan Securities | 18k | $132k | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 17k | $130k | 3% | Sep 2024 |
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| Goss Wealth Management | 17k | $115k | 10% | Jun 2024 |
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| Creative Planning | 13k | $98k | 0% | Sep 2024 |
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| PFG Investments | 13k | $88k | 1% | Jun 2024 |
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| Logan Stone Capital | 12k | $92k | 100% | Sep 2024 |
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| Arete Wealth Advisors | 12k | $88k | 100% | Sep 2024 |
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| Raymond James Trust | 11k | $79k | 100% | Sep 2024 |
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| Geneos Wealth Management | 10k | $71k | 0% | Jun 2024 |
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| Blue Bell Private Wealth Management | 9.6k | $72k | 100% | Sep 2024 |
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| Pnc Financial Services | 3.2k | $24k | 0% | Sep 2024 |
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| CGC Financial Services | 2.4k | $18k | 0% | Sep 2024 |
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| Bessemer | 848.00 | $6.0k | 9% | Sep 2024 |
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| Breakwater Investment Management | 775.00 | $5.3k | 0% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 679.00 | $5.1k | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 500.00 | $3.8k | 0% | Sep 2024 |
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Who sold out of Franklin Universal Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Invesco | Jun 2024 | 20k | $135k |