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Franklin Universal Trust shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

All positions including Franklin Universal Trust held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 167k 7.56
2024-06-30 $1.0M 152k 6.81
2024-03-31 $134k 20k 6.67

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Top funds holding Franklin Universal Trust

Moloney Securities Asset Management
LPL Financial
Morgan Stanley
Koshinski Asset Management
Hennion & Walsh Asset Management
Stifel Financial
Advisor Group Holdings
Uncommon Cents Investing
Commonwealth Equity Services
Wells Fargo & Company
Westchester Capital Management
Integrated Wealth Concepts
Sanctuary Advisors
Wolverine Asset Management
Janney Montgomery Scott

View all funds holding Franklin Universal Trust