Breakwater Investment Management Franklin Universal Trust Transaction History
Breakwater Investment Management
- $258 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding FT
# of Institutions
51Shares Held
4.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC685KShares$5.49 Million0.0% of portfolio
-
Moloney Securities Asset Management, LLC683KShares$5.47 Million0.72% of portfolio
-
Stifel Financial Corp St. Louis, MO398KShares$3.19 Million0.0% of portfolio
-
Morgan Stanley New York, NY350KShares$2.8 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.74 Million0.2% 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...