Franklin Universal Trust shares owned by LPL Financial
Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Franklin Universal Trust
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All positions including Franklin Universal Trust held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Franklin Universal Trust by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 650k | 7.56 |
| 2024-06-30 | $4.3M | 638k | 6.81 |
| 2024-03-31 | $3.9M | 589k | 6.64 |
| 2023-09-30 | $2.2M | 347k | 6.35 |
| 2023-06-30 | $1.5M | 219k | 6.73 |
| 2023-03-31 | $965k | 135k | 7.13 |
| 2022-12-31 | $747k | 111k | 6.73 |
| 2022-09-30 | $586k | 93k | 6.33 |
| 2022-06-30 | $649k | 87k | 7.45 |
| 2022-03-31 | $633k | 78k | 8.10 |
| 2021-12-31 | $618k | 73k | 8.46 |
| 2021-09-30 | $579k | 71k | 8.11 |
| 2021-06-30 | $568k | 69k | 8.28 |
| 2021-03-31 | $498k | 67k | 7.49 |
| 2020-12-31 | $392k | 52k | 7.49 |
| 2020-09-30 | $118k | 17k | 6.80 |
| 2020-06-30 | $118k | 18k | 6.68 |
| 2020-03-31 | $116k | 19k | 6.12 |
| 2019-12-31 | $128k | 16k | 7.78 |
| 2019-09-30 | $119k | 16k | 7.53 |
| 2019-06-30 | $116k | 16k | 7.34 |
| 2019-03-31 | $137k | 19k | 7.06 |
| 2018-12-31 | $157k | 25k | 6.33 |
| 2018-09-30 | $159k | 24k | 6.64 |
| 2018-06-30 | $146k | 22k | 6.67 |
| 2017-03-31 | $232k | 33k | 6.99 |
| 2016-12-31 | $357k | 53k | 6.69 |
| 2016-09-30 | $262k | 39k | 6.68 |
| 2016-06-30 | $305k | 44k | 6.93 |
| 2016-03-31 | $565k | 92k | 6.16 |
| 2015-12-31 | $509k | 90k | 5.68 |
| 2015-09-30 | $266k | 46k | 5.83 |
| 2015-06-30 | $309k | 48k | 6.50 |
| 2015-03-31 | $325k | 46k | 7.15 |
| 2014-12-31 | $389k | 55k | 7.11 |
| 2014-09-30 | $330k | 47k | 7.04 |
| 2014-06-30 | $331k | 44k | 7.54 |
| 2014-03-31 | $344k | 48k | 7.18 |
| 2013-12-31 | $342k | 49k | 6.95 |
| 2013-09-30 | $327k | 48k | 6.80 |
| 2013-06-30 | $369k | 54k | 6.84 |
| 2012-09-30 | $511k | 69k | 7.42 |
| 2011-09-30 | $318k | 51k | 6.25 |