Moloney Securities Asset Management, LLC Franklin Universal Trust Transaction History
Moloney Securities Asset Management, LLC
- $714 Million
- Q3 2024
A detailed history of Moloney Securities Asset Management, LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 660,916 shares of FT stock, worth $4.99 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
660,916
Previous 653,758
1.09%
Holding current value
$4.99 Million
Previous $4.45 Million
12.22%
% of portfolio
0.7%
Previous 0.67%
Shares
27 transactions
Others Institutions Holding FT
# of Institutions
47Shares Held
4.52MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC650KShares$4.91 Million0.0% of portfolio
-
Morgan Stanley New York, NY346KShares$2.61 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.58 Million0.23% of portfolio
-
Hennion & Walsh Asset Management, Inc.326KShares$2.46 Million0.12% of portfolio
-
Stifel Financial Corp St. Louis, MO257KShares$1.94 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...