Latest Institutional Purchases of Franklin Universal Trust (FT)
This list provides information on the latest institutional transactions involving Franklin Universal Trust (FT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
125KNew |
$852K - $951K
|
125K
$911K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
63.8K+ 24.35% |
$433K - $484K
|
326K
$2.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
32.2KNew |
$219K - $244K
|
32.2K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 12.34% |
$136K - $151K
|
182K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.7KNew |
$127K - $141K
|
18.7K
$136K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 9.81% |
$101K - $113K
|
167K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.5K+ 11.92% |
$91.6K - $102K
|
127K
$920K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 2.01% |
$87K - $97.2K
|
650K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$82.3K - $91.8K
|
12.1K
$88K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$78.8K - $88K
|
11.6K
$84.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 4.5% |
$75K - $83.7K
|
257K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.5KNew |
$71.2K - $79.5K
|
10.5K
$76.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.58KNew |
$65K - $72.6K
|
9.58K
$69.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.16K+ 1.09% |
$48.6K - $54.3K
|
661K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.51K+ 1.02% |
$23.8K - $26.6K
|
346K
$2.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.05K+ 1.22% |
$13.9K - $15.5K
|
170K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.94K+ 2.04% |
$13.2K - $14.7K
|
97.1K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 4.93% |
$9.19K - $10.3K
|
28.8K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.33K+ 3.43% |
$9.05K - $10.1K
|
40.1K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
679New |
$4.61K - $5.15K
|
679
$4.93K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
503+ 1.69% |
$3.42K - $3.81K
|
30.2K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
421+ 2.52% |
$2.86K - $3.19K
|
17.2K
$125K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
359+ 0.11% |
$2.44K - $2.72K
|
342K
$2.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
327+ 1.66% |
$2.22K - $2.48K
|
20K
$145K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
242+ 0.38% |
$1.64K - $1.83K
|
63.3K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
73+ 9.42% |
$496 - $553
|
848
$6.16K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.12% |
$109 - $121
|
12.9K
$93.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
57.6KNew |
$367K - $398K
|
57.6K
$418K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
775New |
$4.94K - $5.36K
|
775
$5.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
714New |
$4.55K - $4.93K
|
714
$5.18K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
77.5KNew |
$497K - $519K
|
77.5K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$67.3K - $70.3K
|
10.5K
$76.2K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.41KNew |
$14.5K - $16.3K
|
2.41K
$17.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
230New |
$1.38K - $1.55K
|
230
$1.67K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
18.2KNew |
$114K - $127K
|
18.2K
$132K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2KNew |
$12.6K - $14K
|
2K
$14.5K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
2.88KNew |
$19K - $20.7K
|
2.88K
$20.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375New |
$2.48K - $2.69K
|
375
$2.72K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
46.7KNew |
$313K - $344K
|
46.7K
$339K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.5KNew |
$177K - $195K
|
26.5K
$192K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23K+ 8.93% |
$154K - $169K
|
280K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.34KNew |
$55.9K - $61.3K
|
8.34K
$60.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.5KNew |
$10.1K - $11K
|
1.5K
$10.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$4.03K - $4.42K
|
600
$4.36K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
540New |
$3.62K - $3.97K
|
540
$3.92K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
17.7KNew |
$110K - $124K
|
17.7K
$128K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.69KNew |
$16.7K - $18.9K
|
2.69K
$19.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3KNew |
$179K - $228K
|
28.3K
$206K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2KNew |
$172K - $219K
|
27.2K
$197K
|
|