Kovitz Investment Group Partners, LLC Franklin Universal Trust Transaction History
Kovitz Investment Group Partners, LLC
- $18.2 Billion
- Q1 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 21,479 shares of FT stock, worth $163,455. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21,479
Previous 21,479
-0.0%
Holding current value
$163,455
Previous $161,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FT
# of Institutions
48Shares Held
4.6MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC671KShares$5.11 Million0.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC626KShares$4.77 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO398KShares$3.03 Million0.0% of portfolio
-
Morgan Stanley New York, NY350KShares$2.66 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.6 Million0.22% 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...