Mercer Global Advisors Inc Franklin Universal Trust Transaction History

Mercer Global Advisors Inc

$45.6 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 10, 2020	SELL	$5.67 - $7.05 $66,741 - $82,985	-11,771 Closed	0 $0
Q1 2020 May 18, 2020	BUY	$4.89 - $8.31 $57,560 - $97,817	11,771 New	11,771 $72,000
Q4 2019 Feb 13, 2020	SELL	$7.45 - $7.97 $86,516 - $92,555	-11,613 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$7.24 - $7.6 $34,896 - $36,632	-4,820 Reduced 29.33%	11,613 $87,000
Q2 2019 Aug 14, 2019	BUY	$6.94 - $7.32 $114,045 - $120,289	16,433 New	16,433 $120,000

Others Institutions Holding FT

# of Institutions

48

Shares Held

4.64M

Call Options Held

0

Put Options Held

0

Moloney Securities Asset Management, LLC

661K
Shares

$5.09 Million
0.7% of portfolio
Lpl Financial LLC Fort Mill, SC

650K
Shares

$5.01 Million
0.0% of portfolio
Morgan Stanley New York, NY

346K
Shares

$2.67 Million
0.0% of portfolio
Koshinski Asset Management, Inc.

342K
Shares

$2.63 Million
0.23% of portfolio
Hennion & Walsh Asset Management, Inc.

326K
Shares

$2.51 Million
0.12% 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...

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