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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.2K+ 9.45% |
$411K - $451K
|
685K
$5.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
36.6K+ 106.58% |
$254K - $279K
|
70.9K
$561K
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
18.3K+ 13.68% |
$127K - $139K
|
152K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
14.9KNew |
$104K - $114K
|
14.9K
$118K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 25.56% |
$92.4K - $101K
|
65.3K
$517K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.1K+ 1.81% |
$84.3K - $92.4K
|
683K
$5.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 11.2% |
$77.2K - $84.7K
|
110K
$872K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.58KNew |
$31.9K - $34.9K
|
4.58K
$36.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
4.39K+ 2.49% |
$30.5K - $33.5K
|
181K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3K+ 11.34% |
$20.9K - $22.9K
|
29.5K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.46K+ 2.33% |
$10.1K - $11.1K
|
63.8K
$504K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 10.03% |
$7.47K - $8.19K
|
11.8K
$93.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
864+ 8.63% |
$6K - $6.58K
|
10.9K
$86K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800+ 8.39% |
$5.56K - $6.1K
|
10.3K
$81.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
664New |
$4.61K - $5.06K
|
664
$5.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
609+ 2.84% |
$4.23K - $4.64K
|
22.1K
$175K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$4.17K - $4.57K
|
600
$4.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
464+ 12.21% |
$3.22K - $3.54K
|
4.27K
$33.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
365+ 0.11% |
$2.54K - $2.78K
|
342K
$2.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
364+ 0.22% |
$2.53K - $2.77K
|
164K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
337+ 1.63% |
$2.34K - $2.57K
|
21K
$166K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
190+ 2.6% |
$1.32K - $1.45K
|
7.5K
$59.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
190+ 1.63% |
$1.32K - $1.45K
|
11.8K
$93.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
185+ 0.25% |
$1.29K - $1.41K
|
74.2K
$587K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151+ 0.71% |
$1.05K - $1.15K
|
21.4K
$169K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28+ 0.15% |
$195 - $213
|
18.3K
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.8KNew |
$20.3K - $21.4K
|
2.8K
$22.1K
|
|
|
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 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
29KNew |
$209K - $226K
|
29K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.5K+ 22.12% |
$155K - $167K
|
119K
$938K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.64KNew |
$11.8K - $12.8K
|
1.64K
$13K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
340+ 50.07% |
$2.45K - $2.65K
|
1.02K
$8.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12+ 1.42% |
$86.6 - $93.5
|
860
$6.8K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$82.3K - $91.8K
|
12.1K
$95.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$78.8K - $88K
|
11.6K
$91.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.5KNew |
$71.2K - $79.5K
|
10.5K
$82.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
242+ 0.38% |
$1.64K - $1.83K
|
63.3K
$500K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.12% |
$109 - $121
|
12.9K
$102K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
775New |
$4.94K - $5.36K
|
775
$6.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
714New |
$4.55K - $4.93K
|
714
$5.65K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
77.5KNew |
$497K - $519K
|
77.5K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$67.3K - $70.3K
|
10.5K
$83K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.41KNew |
$14.5K - $16.3K
|
2.41K
$19.1K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
18.2KNew |
$114K - $127K
|
18.2K
$144K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2KNew |
$12.6K - $14K
|
2K
$15.8K
|
|