A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Franklin Universal Trust stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 17,158 shares of FT stock, worth $130,400. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,158
Previous 16,737 2.52%
Holding current value
$130,400
Previous $114,000 14.04%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$6.79 - $7.58 $2,858 - $3,191
421 Added 2.52%
17,158 $130,000
Q2 2024

Jul 26, 2024

BUY
$6.37 - $6.91 $993 - $1,077
156 Added 0.94%
16,737 $114,000
Q1 2024

Apr 24, 2024

BUY
$6.41 - $6.7 $1,019 - $1,065
159 Added 0.97%
16,581 $110,000
Q4 2023

Feb 09, 2024

BUY
$6.01 - $6.75 $949 - $1,066
158 Added 0.97%
16,422 $109,000
Q3 2023

Oct 24, 2023

BUY
$6.29 - $7.0 $924 - $1,029
147 Added 0.91%
16,264 $103,000
Q2 2023

Jul 13, 2023

BUY
$6.6 - $7.18 $957 - $1,041
145 Added 0.91%
16,117 $108,000
Q1 2023

May 11, 2023

SELL
$6.71 - $7.36 $7,817 - $8,574
-1,165 Reduced 6.8%
15,972 $114,000
Q4 2022

Feb 08, 2023

BUY
$6.21 - $7.01 $1,273 - $1,437
205 Added 1.21%
17,137 $115,000
Q3 2022

Oct 17, 2022

BUY
$6.33 - $8.05 $791 - $1,006
125 Added 0.74%
16,932 $0
Q2 2022

Jul 13, 2022

SELL
$7.06 - $8.22 $6,149 - $7,159
-871 Reduced 4.93%
16,807 $125,000
Q1 2022

May 12, 2022

BUY
$7.8 - $8.44 $1,575 - $1,704
202 Added 1.16%
17,678 $143,000
Q4 2021

Feb 03, 2022

BUY
$8.1 - $8.63 $972 - $1,035
120 Added 0.69%
17,476 $147,000
Q3 2021

Nov 02, 2021

BUY
$8.11 - $8.62 $916 - $974
113 Added 0.66%
17,356 $140,000
Q2 2021

Aug 10, 2021

BUY
$7.49 - $8.35 $756 - $843
101 Added 0.59%
17,243 $142,000
Q1 2021

May 07, 2021

SELL
$7.32 - $7.55 $6,112 - $6,304
-835 Reduced 4.64%
17,142 $128,000
Q4 2020

Feb 04, 2021

SELL
$6.78 - $7.49 $5,647 - $6,239
-833 Reduced 4.43%
17,977 $134,000
Q3 2020

Oct 29, 2020

SELL
$6.68 - $7.09 $1,496 - $1,588
-224 Reduced 1.18%
18,810 $128,000
Q2 2020

Jul 27, 2020

BUY
$5.67 - $7.05 $589 - $733
104 Added 0.55%
19,034 $126,000
Q1 2020

May 08, 2020

BUY
$4.89 - $8.31 $435 - $739
89 Added 0.47%
18,930 $115,000
Q4 2019

Feb 04, 2020

BUY
$7.45 - $7.97 $3,061 - $3,275
411 Added 2.23%
18,841 $146,000
Q3 2019

Nov 06, 2019

BUY
$7.24 - $7.6 $644 - $676
89 Added 0.49%
18,430 $138,000
Q2 2019

Aug 15, 2019

SELL
$6.94 - $7.32 $54,881 - $57,886
-7,908 Reduced 30.13%
18,341 $0
Q1 2019

May 08, 2019

BUY
$6.27 - $7.06 $70,280 - $79,135
11,209 Added 74.53%
26,249 $0
Q4 2018

Feb 05, 2019

BUY
$6.17 - $6.71 $92,796 - $100,918
15,040 New
15,040 $95,000
Q1 2018

May 09, 2018

SELL
$6.7 - $7.15 $78,262 - $83,519
-11,681 Closed
0 $0
Q4 2017

Feb 22, 2018

BUY
$7.15 - $7.34 $586 - $601
82 Added 0.71%
11,681 $0
Q3 2017

Nov 07, 2017

BUY
$7.16 - $7.32 $579 - $592
81 Added 0.7%
11,599 $84,000
Q2 2017

Aug 08, 2017

BUY
N/A
11,518
11,518 $82,000

Others Institutions Holding FT

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...
More about FT
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