Moloney Securities Asset Management, LLC Franklin Universal Trust Transaction History
Moloney Securities Asset Management, LLC
- $643 Million
- Q1 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 626,915 shares of FT stock, worth $4.31 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
626,915
Previous 564,439
11.07%
Holding current value
$4.31 Million
Previous $3.75 Million
10.9%
% of portfolio
0.65%
Previous 0.61%
Shares
25 transactions
Others Institutions Holding FT
# of Institutions
36Shares Held
3.89MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC588KShares$4.04 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.355KShares$2.44 Million0.25% of portfolio
-
Stifel Financial Corp St. Louis, MO254KShares$1.75 Million0.0% of portfolio
-
Morgan Stanley New York, NY223KShares$1.53 Million0.0% of portfolio
-
Hennion & Walsh Asset Management, Inc.221KShares$1.52 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...