Franklin Universal Trust FT
We take great care to ensure that the data presented and summarized in this overview for FRANKLIN UNIVERSAL TRUST is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FT
View all-
Moloney Securities Asset Management, LLC627KShares$4.32 Million0.65% of portfolio
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Lpl Financial LLC Fort Mill, SC588KShares$4.05 Million0.0% of portfolio
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Koshinski Asset Management, Inc.355KShares$2.44 Million0.25% of portfolio
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Stifel Financial Corp St. Louis, MO254KShares$1.75 Million0.0% of portfolio
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Morgan Stanley New York, NY223KShares$1.54 Million0.0% of portfolio
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Hennion & Walsh Asset Management, Inc.221KShares$1.52 Million0.08% of portfolio
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Westchester Capital Management, LLC Valhalla, NY185KShares$1.27 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA174KShares$1.2 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ173KShares$1.19 Million0.0% of portfolio
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Uncommon Cents Investing LLC165KShares$1.13 Million0.34% of portfolio
Latest Institutional Activity in FT
Top Purchases
Top Sells
About FT
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 portfolio of corporate bonds and dividend paying utility stocks. The fund benchmarks the equity component of its balanced portfolio against the S&P 500 Electric Utilities Index and the fixed component against the Credit Suisse High Yield. Franklin Universal Trust was formed on September 23, 1988 and is domiciled in the United States.
Insider Transactions at FT
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Sep 15
2023
|
Met Life Investment Management, LLC |
SELL
Other acquisition or disposition
|
Indirect |
65,000,000
-100.0%
|
-
|
|
Feb 07
2022
|
J Michael Luttig |
BUY
Open market or private purchase
|
Direct |
1,193
+50.0%
|
$9,544
$8.37 P/Share
|
Last 12 Months Summary
| Other acquisition or disposition | 65M shares |
|---|