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 |
|---|---|---|---|---|---|
| Advisors Asset Management | 689k | $5.5M | 60% | Dec 2025 |
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| LPL Financial | 636k | $5.1M | -7% | Dec 2025 |
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| Stifel Financial | 360k | $2.9M | -6% | Dec 2025 |
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| Koshinski Asset Management | 326k | $2.6M | -1% | Dec 2025 |
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| Janney Montgomery Scott | 256k | $2.0M | 10% | Dec 2025 |
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| Commonwealth Equity Services | 242k | $1.9M | 43% | Dec 2025 |
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| Uncommon Cents Investing | 185k | $1.5M | 2% | Dec 2025 |
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| Hennion & Walsh Asset Management | 128k | $1.0M | -39% | Dec 2025 |
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| Integrated Wealth Concepts | 125k | $997k | 0% | Dec 2025 |
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| UBS Group | 124k | $991k | 8% | Dec 2025 |
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| Wells Fargo & Company | 110k | $878k | 3% | Dec 2025 |
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| Cetera Investment Advisers | 108k | $867k | 11% | Dec 2025 |
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| Westchester Capital Management | 102k | $816k | 0% | Dec 2025 |
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| Advisor Group Holdings | 94k | $753k | -8% | Dec 2025 |
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| Pathstone Holdings | 79k | $633k | 25% | Dec 2025 |
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| Harbour Investments | 52k | $412k | 15% | Dec 2025 |
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| Raymond James Financial | 51k | $407k | -6% | Dec 2025 |
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| Envestnet Asset Management | 50k | $397k | 16% | Dec 2025 |
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| Colony | 34k | $270k | 100% | Dec 2025 |
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| Clear Creek Financial Management | 30k | $236k | 0% | Dec 2025 |
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| Invesco | 24k | $192k | 8% | Dec 2025 |
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| CoreCap Advisors | 22k | $180k | -8% | Mar 2026 |
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| Angeles Wealth Management | 22k | $177k | 100% | Dec 2025 |
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| Thoroughbred Financial Services | 22k | $176k | 100% | Dec 2025 |
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| Ameriprise Financial | 19k | $155k | 17% | Dec 2025 |
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| Cambridge Investment Research Advisors | 19k | $155k | -11% | Dec 2025 |
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| Manske Wealth Management | 18k | $144k | -5% | Dec 2025 |
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| Stratos Wealth Partners | 17k | $134k | 0% | Dec 2025 |
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| Shaker Financial Services | 16k | $126k | 0% | Dec 2025 |
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| Goldman Sachs Group | 15k | $121k | 0% | Dec 2025 |
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| Susquehanna International | 14k | $111k | 100% | Dec 2025 |
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| PFG Investments | 12k | $99k | 1% | Dec 2025 |
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| Oppenheimer & Co | 12k | $94k | 0% | Dec 2025 |
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| PMG Family Office | 12k | $92k | 0% | Dec 2025 |
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| Bridgewealth Advisory Group | 11k | $89k | -25% | Dec 2025 |
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| Citadel Advisors | 10k | $83k | 100% | Dec 2025 |
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| Geneos Wealth Management | 10k | $83k | 0% | Dec 2025 |
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| Mb, Levis & Associates | 10k | $82k | 0% | Mar 2026 |
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| Ashton Thomas Securities | 10k | $81k | -33% | Dec 2025 |
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| Spire Wealth Management | 4.9k | $40k | 100% | Dec 2025 |
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| Blue Bell Private Wealth Management | 4.9k | $40k | -7% | Dec 2025 |
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| Noble Wealth Management PBC | 3.9k | $31k | -3% | Mar 2026 |
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| Pnc Financial Services | 3.2k | $26k | -38% | Dec 2025 |
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| Modus Advisors | 1.9k | $15k | 100% | Dec 2025 |
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| Root Financial Partners | 1.8k | $14k | -4% | Dec 2025 |
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| McIlrath & Eck | 714.00 | $5.7k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 500.00 | $4.0k | 0% | Dec 2025 |
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| Financial Gravity Wealth | 500.00 | $4.0k | 100% | Dec 2025 |
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| Highline Wealth Partners | 400.00 | $3.2k | 100% | Mar 2026 |
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| CWM | 300.00 | $2.0k | 100% | Dec 2025 |
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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 |
| North Capital | Sep 2025 | 2.4k | $19k |
| Mather Group | Sep 2025 | 1.5k | $12k |
| Ameritas Advisory Services | Sep 2025 | 400.00 | $3.2k |