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 | 691k | $5.6M | 1% | Sep 2025 |
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| LPL Financial | 684k | $5.5M | 0% | Sep 2025 |
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| Advisors Asset Management | 430k | $3.5M | 103% | Sep 2025 |
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| Stifel Financial | 381k | $3.1M | 0% | Sep 2025 |
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| Morgan Stanley | 373k | $2.8M | 100% | Jun 2025 |
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| Koshinski Asset Management | 330k | $2.7M | -3% | Sep 2025 |
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| Janney Montgomery Scott | 232k | $1.9M | 100% | Sep 2025 |
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| Hennion & Walsh Asset Management | 211k | $1.7M | -1% | Sep 2025 |
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| Uncommon Cents Investing | 183k | $1.5M | 1% | Sep 2025 |
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| Commonwealth Equity Services | 169k | $1.4M | 3% | Sep 2025 |
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| Integrated Wealth Concepts | 125k | $1.0M | -1% | Sep 2025 |
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| UBS Group | 115k | $926k | -24% | Sep 2025 |
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| Wells Fargo & Company | 107k | $856k | -1% | Sep 2025 |
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| Advisor Group Holdings | 102k | $821k | -7% | Sep 2025 |
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| Westchester Capital Management | 102k | $820k | -14% | Sep 2025 |
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| Cetera Investment Advisers | 98k | $788k | 32% | Sep 2025 |
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| Pathstone Holdings | 63k | $509k | -3% | Sep 2025 |
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| Raymond James Financial | 54k | $433k | -15% | Sep 2025 |
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| Harbour Investments | 45k | $360k | 2628% | Sep 2025 |
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| Envestnet Asset Management | 43k | $343k | 100% | Sep 2025 |
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| Clear Creek Financial Management | 30k | $237k | 0% | Sep 2025 |
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| CoreCap Advisors | 27k | $218k | 536% | Sep 2025 |
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| Kovitz Investment Group Partners | 25k | $197k | 11% | Sep 2025 |
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| Mount Yale Investment Advisors | 25k | $197k | 100% | Sep 2025 |
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| Invesco | 22k | $179k | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 22k | $175k | 2% | Sep 2025 |
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| SeaCrest Wealth Management | 21k | $172k | 2% | Sep 2025 |
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| Manske Wealth Management | 19k | $152k | -6% | Sep 2025 |
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| Royal Bank of Canada | 18k | $147k | 2% | Sep 2025 |
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| HighTower Advisors | 17k | $138k | -6% | Sep 2025 |
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| Stratos Wealth Partners | 17k | $134k | 0% | Sep 2025 |
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| Ameriprise Financial | 17k | $133k | 100% | Sep 2025 |
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| Shaker Financial Services | 16k | $127k | -78% | Sep 2025 |
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| Ashton Thomas Securities | 15k | $122k | 0% | Sep 2025 |
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| Goldman Sachs Group | 15k | $122k | -2% | Sep 2025 |
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| Bridgewealth Advisory Group | 15k | $120k | 0% | Sep 2025 |
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| PFG Investments | 12k | $98k | 3% | Sep 2025 |
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| Oppenheimer & Co | 12k | $95k | 0% | Sep 2025 |
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| Geneos Wealth Management | 10k | $83k | 0% | Sep 2025 |
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| Mb, Levis & Associates | 10k | $83k | 0% | Sep 2025 |
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| Blue Bell Private Wealth Management | 5.3k | $43k | -29% | Sep 2025 |
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| Pnc Financial Services | 5.2k | $42k | 62% | Sep 2025 |
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| North Capital | 2.4k | $19k | 0% | Sep 2025 |
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| Root Financial Partners | 1.8k | $15k | 100% | Sep 2025 |
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| Mather Group | 1.5k | $12k | 100% | Sep 2025 |
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| McIlrath & Eck | 714.00 | $5.7k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 500.00 | $4.0k | 0% | Sep 2025 |
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| Ameritas Advisory Services | 400.00 | $3.2k | -33% | Sep 2025 |
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Who sold out of Franklin Universal Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Landscape Capital Management | Jun 2025 | 33k | $248k |
| Goss Wealth Management | Jun 2025 | 13k | $102k |
| Susquehanna International | Jun 2025 | 11k | $83k |
| Wolverine Asset Management | Jun 2025 | 4.6k | $35k |
| AdvisorNet Financial | Jun 2025 | 664.00 | $5.1k |