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 | 722k | $5.8M | 5% | Mar 2026 |
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| LPL Financial | 584k | $4.7M | -8% | Mar 2026 |
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| Morgan Stanley | 395k | $3.2M | 7% | Mar 2026 |
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| Stifel Financial | 383k | $3.1M | 7% | Mar 2026 |
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| Koshinski Asset Management | 325k | $2.6M | 0% | Mar 2026 |
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| Janney Montgomery Scott | 256k | $2.1M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 244k | $2.0M | 1% | Mar 2026 |
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| Uncommon Cents Investing | 188k | $1.5M | 2% | Mar 2026 |
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| Hennion & Walsh Asset Management | 124k | $993k | -3% | Mar 2026 |
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| UBS Group | 121k | $972k | -2% | Mar 2026 |
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| Evolve Private Wealth | 111k | $893k | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 108k | $866k | -13% | Mar 2026 |
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| Wells Fargo & Company | 108k | $863k | -2% | Mar 2026 |
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| Westchester Capital Management | 102k | $817k | 0% | Mar 2026 |
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| Advisor Group Holdings | 94k | $753k | -8% | Dec 2025 |
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| Cetera Investment Advisers | 72k | $579k | -33% | Mar 2026 |
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| Harbour Investments | 52k | $413k | 0% | Mar 2026 |
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| Raymond James Financial | 51k | $407k | -6% | Dec 2025 |
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| Shaker Financial Services | 48k | $384k | 204% | Mar 2026 |
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| Colony | 34k | $270k | 100% | Dec 2025 |
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| Clear Creek Financial Management | 30k | $236k | 0% | Mar 2026 |
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| Citadel Advisors | 26k | $204k | 145% | Mar 2026 |
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| Invesco | 24k | $193k | 0% | Mar 2026 |
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| CoreCap Advisors | 22k | $180k | -8% | Mar 2026 |
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| Angeles Wealth Management | 22k | $177k | 0% | Mar 2026 |
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| Thoroughbred Financial Services | 22k | $176k | 0% | Mar 2026 |
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| Ameriprise Financial | 20k | $161k | 4% | Mar 2026 |
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| Goldman Sachs Group | 20k | $161k | 33% | Mar 2026 |
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| Cambridge Investment Research Advisors | 20k | $159k | 3% | Mar 2026 |
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| Royal Bank of Canada | 18k | $145k | 0% | Mar 2026 |
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| Manske Wealth Management | 18k | $144k | 0% | Mar 2026 |
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| Wolverine Asset Management | 17k | $139k | 100% | Mar 2026 |
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| Stratos Wealth Partners | 17k | $134k | 0% | Mar 2026 |
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| Susquehanna International | 14k | $111k | 100% | Dec 2025 |
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| Independent Financial Group | 13k | $107k | -28% | Mar 2026 |
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| PFG Investments | 12k | $97k | -2% | Mar 2026 |
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| Oppenheimer & Co | 12k | $95k | 0% | Mar 2026 |
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| PMG Family Office | 12k | $93k | 0% | Mar 2026 |
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| Bridgewealth Advisory Group | 11k | $89k | -25% | Dec 2025 |
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| Geneos Wealth Management | 10k | $83k | 0% | Mar 2026 |
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| Mb, Levis & Associates | 10k | $82k | 0% | Mar 2026 |
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| Gill Capital Partners | 5.1k | $41k | 100% | Mar 2026 |
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| Blue Bell Private Wealth Management | 4.9k | $40k | 0% | Mar 2026 |
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| Noble Wealth Management PBC | 3.9k | $31k | -3% | Mar 2026 |
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| Pnc Financial Services | 3.2k | $26k | 0% | Mar 2026 |
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| Colonial Trust Co / SC | 3.2k | $25k | 100% | Mar 2026 |
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| Root Financial Partners | 1.8k | $14k | 0% | Mar 2026 |
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| Mather Group | 1.5k | $12k | 100% | Mar 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% | Mar 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 | 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 |
|---|---|---|---|
| Pathstone Holdings | Dec 2025 | 79k | $633k |
| Envestnet Asset Management | Dec 2025 | 50k | $397k |
| Ashton Thomas Securities | Dec 2025 | 10k | $81k |
| Spire Wealth Management | Dec 2025 | 4.9k | $40k |
| Modus Advisors | Dec 2025 | 1.9k | $15k |