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
Download as csv
Download as Excel
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 |
|
| Advisors Asset Management | 689k | $5.5M | 60% | Dec 2025 |
|
| LPL Financial | 636k | $5.1M | -7% | Dec 2025 |
|
| Stifel Financial | 360k | $2.9M | -6% | Dec 2025 |
|
| Koshinski Asset Management | 326k | $2.6M | -1% | Dec 2025 |
|
| Janney Montgomery Scott | 256k | $2.0M | 10% | Dec 2025 |
|
| Commonwealth Equity Services | 242k | $1.9M | 43% | Dec 2025 |
|
| Uncommon Cents Investing | 185k | $1.5M | 2% | Dec 2025 |
|
| Hennion & Walsh Asset Management | 128k | $1.0M | -39% | Dec 2025 |
|
| Integrated Wealth Concepts | 125k | $997k | 0% | Dec 2025 |
|
| UBS Group | 124k | $991k | 8% | Dec 2025 |
|
| Wells Fargo & Company | 110k | $878k | 3% | Dec 2025 |
|
| Cetera Investment Advisers | 108k | $867k | 11% | Dec 2025 |
|
| Westchester Capital Management | 102k | $816k | 0% | Dec 2025 |
|
| Advisor Group Holdings | 94k | $753k | -8% | Dec 2025 |
|
| Pathstone Holdings | 63k | $509k | -3% | Sep 2025 |
|
| Raymond James Financial | 54k | $433k | -15% | Sep 2025 |
|
| Harbour Investments | 52k | $412k | 15% | Dec 2025 |
|
| Envestnet Asset Management | 50k | $397k | 16% | Dec 2025 |
|
| Colony | 34k | $270k | 100% | Dec 2025 |
|
| Clear Creek Financial Management | 30k | $236k | 0% | Dec 2025 |
|
| CoreCap Advisors | 24k | $194k | -11% | Dec 2025 |
|
| Invesco | 24k | $192k | 8% | Dec 2025 |
|
| Thoroughbred Financial Services | 22k | $176k | 100% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 19k | $155k | -11% | Dec 2025 |
|
| Manske Wealth Management | 19k | $152k | -6% | Sep 2025 |
|
| Royal Bank of Canada | 18k | $147k | 2% | Sep 2025 |
|
| Stratos Wealth Partners | 17k | $134k | 0% | Dec 2025 |
|
| Ameriprise Financial | 17k | $133k | 100% | Sep 2025 |
|
| Shaker Financial Services | 16k | $126k | 0% | Dec 2025 |
|
| Goldman Sachs Group | 15k | $121k | 0% | Dec 2025 |
|
| Susquehanna International | 14k | $111k | 100% | Dec 2025 |
|
| PFG Investments | 12k | $99k | 1% | Dec 2025 |
|
| Oppenheimer & Co | 12k | $94k | 0% | Dec 2025 |
|
| PMG Family Office | 12k | $92k | 0% | Dec 2025 |
|
| Bridgewealth Advisory Group | 11k | $89k | -25% | Dec 2025 |
|
| Geneos Wealth Management | 10k | $83k | 0% | Dec 2025 |
|
| Mb, Levis & Associates | 10k | $82k | 0% | Dec 2025 |
|
| Ashton Thomas Securities | 10k | $81k | -33% | Dec 2025 |
|
| Spire Wealth Management | 4.9k | $40k | 100% | Dec 2025 |
|
| Blue Bell Private Wealth Management | 4.9k | $40k | -7% | Dec 2025 |
|
| Noble Wealth Management PBC | 4.0k | $32k | 100% | Dec 2025 |
|
| Pnc Financial Services | 3.2k | $26k | -38% | Dec 2025 |
|
| North Capital | 2.4k | $19k | 0% | Sep 2025 |
|
| Modus Advisors | 1.9k | $15k | 100% | Dec 2025 |
|
| Root Financial Partners | 1.8k | $14k | -4% | Dec 2025 |
|
| McIlrath & Eck | 714.00 | $5.7k | 0% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 500.00 | $4.0k | 0% | Dec 2025 |
|
| Financial Gravity Wealth | 500.00 | $4.0k | 100% | Dec 2025 |
|
| CWM | 300.00 | $2.0k | 100% | Dec 2025 |
|
Who sold out of Franklin Universal Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 25k | $197k |
| Mount Yale Investment Advisors | Sep 2025 | 25k | $197k |
| SeaCrest Wealth Management | Sep 2025 | 21k | $172k |
| HighTower Advisors | Sep 2025 | 17k | $138k |
| Mather Group | Sep 2025 | 1.5k | $12k |
| Ameritas Advisory Services | Sep 2025 | 400.00 | $3.2k |