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 | 715k | $5.8M | -1% | Jun 2026 |
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| LPL Financial | 514k | $4.1M | -12% | Jun 2026 |
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| Morgan Stanley | 395k | $3.2M | 7% | Mar 2026 |
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| Stifel Financial | 380k | $3.1M | -1% | Jun 2026 |
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| Koshinski Asset Management | 325k | $2.6M | 0% | Mar 2026 |
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| Janney Montgomery Scott | 262k | $2.1M | 2% | Jun 2026 |
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| Commonwealth Equity Services | 248k | $2.0M | 1% | Jun 2026 |
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| Uncommon Cents Investing | 192k | $1.5M | 2% | Jun 2026 |
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| UBS Group | 125k | $1.0M | 3% | Jun 2026 |
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| Advisor Group Holdings | 114k | $917k | 15% | Jun 2026 |
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| Integrated Wealth Concepts | 108k | $870k | 0% | Jun 2026 |
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| Evolve Private Wealth | 104k | $837k | -7% | Jun 2026 |
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| Westchester Capital Management | 102k | $823k | 0% | Jun 2026 |
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| Wells Fargo & Company | 101k | $817k | -6% | Jun 2026 |
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| Pathstone Holdings | 85k | $683k | 100% | Jun 2026 |
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| Hennion & Walsh Asset Management | 76k | $612k | -39% | Jun 2026 |
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| Cetera Investment Advisers | 73k | $585k | 0% | Jun 2026 |
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| Raymond James Financial | 52k | $417k | 8% | Jun 2026 |
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| Harbour Investments | 52k | $415k | 0% | Jun 2026 |
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| Colony | 43k | $344k | 15% | Jun 2026 |
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| Clear Creek Financial Management | 30k | $238k | 0% | Jun 2026 |
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| X Advisors | 26k | $207k | 100% | Jun 2026 |
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| Shaker Financial Services | 25k | $201k | -48% | Jun 2026 |
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| Invesco | 24k | $192k | -1% | Jun 2026 |
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| CoreCap Advisors | 23k | $183k | 1% | Jun 2026 |
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| Angeles Wealth Management | 22k | $178k | 0% | Jun 2026 |
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| Thoroughbred Financial Services | 22k | $177k | 0% | Jun 2026 |
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| Equitable Holdings | 20k | $161k | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 20k | $161k | 1% | Jun 2026 |
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| Citadel Advisors | 20k | $160k | -22% | Jun 2026 |
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| Royal Bank of Canada | 18k | $146k | 0% | Jun 2026 |
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| Manske Wealth Management | 18k | $145k | 0% | Jun 2026 |
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| Ameriprise Financial | 18k | $142k | -12% | Jun 2026 |
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| Stratos Wealth Partners | 17k | $135k | 0% | Jun 2026 |
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| Wolverine Asset Management | 17k | $134k | -5% | Jun 2026 |
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| Goldman Sachs Group | 15k | $122k | -25% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 15k | $118k | 4% | Jun 2026 |
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| Susquehanna International | 13k | $103k | -23% | Jun 2026 |
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| Uhlmann Price Securities | 12k | $100k | 100% | Jun 2026 |
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| PFG Investments | 12k | $99k | 1% | Jun 2026 |
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| Oppenheimer & Co | 12k | $95k | 0% | Jun 2026 |
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| PMG Family Office | 12k | $93k | 0% | Jun 2026 |
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| Bridgewealth Advisory Group | 11k | $90k | 0% | Jun 2026 |
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| Kmt Wealth Management | 11k | $87k | 100% | Jun 2026 |
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| Kingsbury Capital Investment Advisors | 11k | $87k | 2% | Jun 2026 |
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| Geneos Wealth Management | 10k | $83k | 0% | Jun 2026 |
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| XTX Topco | 10k | $83k | 100% | Jun 2026 |
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| Mb, Levis & Associates | 10k | $83k | 0% | Jun 2026 |
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| Clear Street Group | 7.3k | $59k | 100% | Jun 2026 |
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| Gill Capital Partners | 5.1k | $41k | 0% | Jun 2026 |
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| Blue Bell Private Wealth Management | 4.9k | $40k | 0% | Jun 2026 |
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| Noble Wealth Management PBC | 3.8k | $31k | -2% | Jun 2026 |
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| Pnc Financial Services | 3.2k | $26k | 0% | Jun 2026 |
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| Colonial Trust Co / SC | 3.2k | $26k | 0% | Jun 2026 |
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| Mercer Global Advisors | 2.9k | $24k | 100% | Jun 2026 |
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| Mather Group | 1.5k | $12k | 0% | Jun 2026 |
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| Larson Financial Group | 1.2k | $9.5k | 100% | Jun 2026 |
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| McIlrath & Eck | 714.00 | $5.7k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 500.00 | $4.0k | 0% | Jun 2026 |
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| Financial Gravity Wealth | 500.00 | $4.0k | 0% | Mar 2026 |
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| Highline Wealth Partners | 400.00 | $3.2k | 0% | Jun 2026 |
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| JFS Wealth Advisors | 47.00 | $379.999700 | 100% | Jun 2026 |
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Who sold out of Franklin Universal Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Financial Group | Mar 2026 | 13k | $107k |
| Root Financial Partners | Mar 2026 | 1.8k | $14k |
| CWM | Dec 2025 | 300.00 | $2.0k |