A detailed history of Cetera Investment Advisers transactions in Franklin Universal Trust stock. As of the latest transaction made, Cetera Investment Advisers holds 83,786 shares of FT stock, worth $608,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares
83,786
Previous 91,087 8.02%
Holding current value
$608,286
Previous $620,000 2.1%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$6.79 - $7.58 $49,573 - $55,341
-7,301 Reduced 8.02%
83,786 $633,000
Q2 2024

Aug 22, 2024

BUY
$6.37 - $6.91 $19,797 - $21,476
3,108 Added 3.53%
91,087 $620,000
Q1 2024

May 24, 2024

BUY
$6.41 - $6.7 $563,945 - $589,459
87,979 New
87,979 $584,000
Q4 2023

Feb 13, 2024

BUY
$6.01 - $6.75 $452,246 - $507,930
75,249 New
75,249 $500,000
Q2 2022

Aug 11, 2022

SELL
$7.06 - $8.22 $117,704 - $137,043
-16,672 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$7.8 - $8.44 $21,395 - $23,150
2,743 Added 19.69%
16,672 $135,000
Q4 2021

Feb 14, 2022

BUY
$8.1 - $8.63 $8,496 - $9,052
1,049 Added 8.14%
13,929 $118,000
Q3 2021

Nov 16, 2021

BUY
$8.11 - $8.62 $104,456 - $111,025
12,880 New
12,880 $104,000
Q1 2021

May 17, 2021

SELL
$7.32 - $7.55 $86,068 - $88,772
-11,758 Closed
0 $0
Q4 2020

Feb 17, 2021

SELL
$6.78 - $7.49 $64,348 - $71,087
-9,491 Reduced 44.67%
11,758 $88,000
Q2 2017

Aug 14, 2017

BUY
N/A
21,249
21,249 $151,000

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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