Lpl Financial LLC Franklin Universal Trust Transaction History
Lpl Financial LLC
- $183 Billion
- Q1 2024
A detailed history of Lpl Financial LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Lpl Financial LLC holds 588,476 shares of FT stock, worth $4.01 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
588,476
Previous 509,805
15.43%
Holding current value
$4.01 Million
Previous $3.39 Million
15.25%
% of portfolio
0.0%
Previous 0.0%
Shares
23 transactions
Others Institutions Holding FT
# of Institutions
36Shares Held
3.89MCall Options Held
0Put Options Held
0-
Moloney Securities Asset Management, LLC627KShares$4.28 Million0.65% of portfolio
-
Koshinski Asset Management, Inc.355KShares$2.42 Million0.25% of portfolio
-
Stifel Financial Corp St. Louis, MO254KShares$1.73 Million0.0% of portfolio
-
Morgan Stanley New York, NY223KShares$1.52 Million0.0% of portfolio
-
Hennion & Walsh Asset Management, Inc.221KShares$1.5 Million0.08% 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...