Pathstone Holdings, LLC Franklin Universal Trust Transaction History
Pathstone Holdings, LLC
- $25.3 Billion
- Q2 2025
A detailed history of Pathstone Holdings, LLC transactions in Franklin Universal Trust stock. As of the latest transaction made, Pathstone Holdings, LLC holds 65,337 shares of FT stock, worth $523,349. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65,337
Previous 52,037
25.56%
Holding current value
$523,349
Previous $391,000
27.11%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FT
# of Institutions
51Shares Held
4.63MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC685KShares$5.49 Million0.0% of portfolio
-
Moloney Securities Asset Management, LLC683KShares$5.47 Million0.72% of portfolio
-
Stifel Financial Corp St. Louis, MO382KShares$3.06 Million0.0% of portfolio
-
Morgan Stanley New York, NY373KShares$2.99 Million0.0% of portfolio
-
Koshinski Asset Management, Inc.342KShares$2.74 Million0.2% 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...