Lpl Financial LLC Franklin Universal Trust Transaction History
Lpl Financial LLC
- $218 Billion
- Q3 2024
A detailed history of Lpl Financial LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Lpl Financial LLC holds 650,290 shares of FT stock, worth $4.98 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
650,290
Previous 637,471
2.01%
Holding current value
$4.98 Million
Previous $4.34 Million
13.25%
% of portfolio
0.0%
Previous 0.0%
Shares
25 transactions
Others Institutions Holding FT
# of Institutions
47Shares Held
4.52MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC661KShares$5.06 Million0.7% of portfolio
-
Morgan Stanley New York, NY346KShares$2.65 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.62 Million0.23% of portfolio
-
Hennion & Walsh Asset Management, Inc.326KShares$2.5 Million0.12% of portfolio
-
Stifel Financial Corp St. Louis, MO257KShares$1.97 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...