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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 11.2% |
$77.2K - $84.7K
|
110K
$872K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800+ 8.39% |
$5.56K - $6.1K
|
10.3K
$81.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.4K+ 6.68% |
$162K - $178K
|
373K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-674- 4.81% |
$4.68K - $5.14K
|
13.3K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
18.3K+ 13.68% |
$127K - $139K
|
152K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.3K- 27.76% |
$287K - $315K
|
108K
$851K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
609+ 2.84% |
$4.23K - $4.64K
|
22.1K
$175K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
864+ 8.63% |
$6K - $6.58K
|
10.9K
$86K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.1K- 4.05% |
$112K - $123K
|
382K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
464+ 12.21% |
$3.22K - $3.54K
|
4.27K
$33.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.46K+ 2.33% |
$10.1K - $11.1K
|
63.8K
$504K
|
|
|
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
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.83K- 1.32% |
$19.6K - $21.5K
|
212K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.2K+ 9.45% |
$411K - $451K
|
685K
$5.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 25.56% |
$92.4K - $101K
|
65.3K
$517K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28+ 0.15% |
$195 - $213
|
18.3K
$144K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
190+ 2.6% |
$1.32K - $1.45K
|
7.5K
$59.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
185+ 0.25% |
$1.29K - $1.41K
|
74.2K
$587K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-45.2K- 17.47% |
$314K - $344K
|
213K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
364+ 0.22% |
$2.53K - $2.77K
|
164K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
36.6K+ 106.58% |
$254K - $279K
|
70.9K
$561K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.58KNew |
$31.9K - $34.9K
|
4.58K
$36.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
14.9KNew |
$104K - $114K
|
14.9K
$118K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 10.03% |
$7.47K - $8.19K
|
11.8K
$93.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.1K+ 1.81% |
$84.3K - $92.4K
|
683K
$5.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151+ 0.71% |
$1.05K - $1.15K
|
21.4K
$169K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
365+ 0.11% |
$2.54K - $2.78K
|
342K
$2.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3K+ 11.34% |
$20.9K - $22.9K
|
29.5K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$4.17K - $4.57K
|
600
$4.75K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-38.4K- 71.71% |
$267K - $293K
|
15.2K
$120K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
190+ 1.63% |
$1.32K - $1.45K
|
11.8K
$93.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
4.39K+ 2.49% |
$30.5K - $33.5K
|
181K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
664New |
$4.61K - $5.06K
|
664
$5.25K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
337+ 1.63% |
$2.34K - $2.57K
|
21K
$166K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-800- 4.27% |
$5.8K - $6.13K
|
17.9K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.8KNew |
$20.3K - $21.4K
|
2.8K
$22.1K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-100- 0.08% |
$725 - $766
|
127K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-15.5K- 11.56% |
$112K - $119K
|
118K
$937K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5KNew |
$112K - $119K
|
15.5K
$123K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10.3KNew |
$74.5K - $78.7K
|
10.3K
$81.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.6K- 13.47% |
$18.9K - $19.9K
|
16.7K
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.41KNew |
$17.5K - $18.5K
|
2.41K
$19.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53KNew |
$11.1K - $11.8K
|
1.53K
$12.1K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12+ 1.42% |
$86.6 - $93.5
|
860
$6.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.72K- 38.36% |
$48.5K - $52.3K
|
10.8K
$85.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.64KNew |
$11.8K - $12.8K
|
1.64K
$13K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 33.48% |
$73K - $78.7K
|
20.1K
$159K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
29KNew |
$209K - $226K
|
29K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.25K- 5.78% |
$52.3K - $56.5K
|
118K
$935K
|
|