Latest Institutional Transactions on Franklin Universal Trust (FT)
This table provides information on the latest institutional transactions involving Franklin Universal Trust (FT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
11.6KNew |
$87.9K - $92.9K
|
11.6K
$93.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.77K- 1.39% |
$13.4K - $14.2K
|
125K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.22K- 7.45% |
$62.5K - $66.1K
|
102K
$824K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.5KNew |
$126K - $133K
|
16.5K
$134K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-361- 2.33% |
$2.75K - $2.9K
|
15.1K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.58K- 1.5% |
$42.5K - $44.9K
|
368K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24.5KNew |
$186K - $197K
|
24.5K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.9K+ 32.16% |
$182K - $192K
|
98K
$791K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.88K- 15.49% |
$75.2K - $79.4K
|
53.9K
$435K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.06K- 0.98% |
$8.04K - $8.49K
|
106K
$859K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.9K- 24.26% |
$281K - $297K
|
115K
$930K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.3KNew |
$170K - $179K
|
22.3K
$180K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
323+ 1.54% |
$2.46K - $2.6K
|
21.3K
$172K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.08K- 3.19% |
$15.8K - $16.7K
|
63.3K
$510K
|
|
|
Nov 13, 2025
Q3 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-16.4K- 13.85% |
$125K - $132K
|
102K
$823K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.21K- 0.18% |
$9.19K - $9.71K
|
684K
$5.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-1.19K- 5.9% |
$9.03K - $9.54K
|
18.9K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-962- 0.25% |
$7.32K - $7.73K
|
381K
$3.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43.1K+ 2628.41% |
$328K - $347K
|
44.7K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395+ 1.84% |
$3.01K - $3.18K
|
21.8K
$176K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.38K+ 10.75% |
$18.1K - $19.1K
|
24.5K
$197K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.7K- 3.42% |
$89.1K - $94.1K
|
330K
$2.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.97K+ 61.59% |
$15K - $15.9K
|
5.17K
$41.8K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 5.97% |
$8.29K - $8.76K
|
17.2K
$139K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-200- 33.33% |
$1.52K - $1.61K
|
400
$3.23K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
218K+ 102.89% |
$1.66M - $1.75M
|
429K
$3.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8K+ 1.17% |
$60.8K - $64.3K
|
691K
$5.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.6KNew |
$324K - $343K
|
42.6K
$344K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
342+ 2.89% |
$2.6K - $2.75K
|
12.2K
$98.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.84KNew |
$14K - $14.8K
|
1.84K
$14.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
232KNew |
$1.77M - $1.87M
|
232K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.19K- 1.03% |
$16.7K - $17.6K
|
211K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.2K- 29.33% |
$16.7K - $17.7K
|
5.3K
$42.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.8K+ 535.62% |
$174K - $184K
|
27.1K
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-55.1K- 77.77% |
$420K - $443K
|
15.8K
$127K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.21K+ 3.18% |
$39.6K - $41.9K
|
169K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53KNew |
$11.7K - $12.3K
|
1.53K
$12.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.65K+ 0.91% |
$12.5K - $13.2K
|
183K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.04% |
$7.61 - $8.04
|
2.41K
$19.5K
|
|
| Q2 2025 | |||||||
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800+ 8.39% |
$5.56K - $6.1K
|
10.3K
$83.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
864+ 8.63% |
$6K - $6.58K
|
10.9K
$87.8K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-674- 4.81% |
$4.68K - $5.14K
|
13.3K
$108K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.8K- 26.53% |
$81.7K - $89.6K
|
32.5K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
14.9KNew |
$104K - $114K
|
14.9K
$120K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.58KNew |
$31.9K - $34.9K
|
4.58K
$37K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 10.03% |
$7.47K - $8.19K
|
11.8K
$95.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3K+ 11.34% |
$20.9K - $22.9K
|
29.5K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-38.4K- 71.71% |
$267K - $293K
|
15.2K
$122K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
664New |
$4.61K - $5.06K
|
664
$5.36K
|
|