Breakwater Investment Management Franklin Universal Trust Transaction History
Breakwater Investment Management
- $224 Billion
- Q4 2024
A detailed history of Breakwater Investment Management transactions in Franklin Universal Trust stock. As of the latest transaction made, Breakwater Investment Management holds 775 shares of FT stock, worth $5,835. This represents 0.0% of its overall portfolio holdings.
Number of Shares
775
Previous 775
-0.0%
Holding current value
$5,835
Previous $5.28 Million
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FT
# of Institutions
50Shares Held
4.75MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC673KShares$5.07 Million0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC653KShares$4.91 Million0.0% of portfolio
-
Morgan Stanley New York, NY348KShares$2.62 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.58 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO273KShares$2.06 Million0.0% of portfolio
About FRANKLIN UNIVERSAL TRUST
- Ticker FT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified po...