Latest Institutional Sells of Franklin Universal Trust (FT)
This list provides information on the latest institutional transactions involving Franklin Universal Trust (FT) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-45.3K- 31.11% |
$308K - $343K
|
100K
$774K
|
|
Nov 14, 2024
Q3 2024
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-25K- 13.52% |
$170K - $190K
|
160K
$1.23M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.2K- 11.97% |
$76K - $84.8K
|
82.3K
$634K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.3K- 8.02% |
$49.6K - $55.3K
|
83.8K
$646K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.49K- 11.69% |
$16.9K - $18.9K
|
18.8K
$145K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-931- 0.57% |
$6.32K - $7.06K
|
163K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-687- 0.64% |
$4.66K - $5.21K
|
107K
$826K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-654- 5.07% |
$4.44K - $4.96K
|
12.3K
$94.5K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-175- 1.03% |
$1.19K - $1.33K
|
16.8K
$129K
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-7.01K- 28.58% |
$44.7K - $48.4K
|
17.5K
$135K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.19K- 20.77% |
$33.1K - $35.9K
|
19.8K
$153K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-200- 1.03% |
$1.27K - $1.38K
|
19.3K
$149K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.67K- 94.55% |
$55.6K - $58.1K
|
500
$3.86K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 8.74% |
$6.41K - $6.7K
|
10.4K
$80.5K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2- 0.02% |
$12 - $13.5
|
10.3K
$79.1K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-40.5KClosed |
$286K - $333K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-13.7KClosed |
$96.6K - $112K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.94K- 38.31% |
$49K - $57K
|
11.2K
$86.1K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-20.9KClosed |
$163K - $177K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-4.31KClosed |
$33.6K - $36.3K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-944Closed |
$7.36K - $7.97K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-207KClosed |
$1.67M - $1.78M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.12KClosed |
$17.2K - $18.3K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 9.34% |
$9.51K - $10.1K
|
11.4K
$87.8K
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1KClosed |
$8.1K - $8.63K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-246Closed |
$1.99K - $2.12K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.3KClosed |
$140K - $149K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
SELL
|
- |
-14.4KClosed |
$117K - $124K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-10KClosed |
$81.1K - $86.2K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-15.7KClosed |
$118K - $131K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.41KClosed |
$18.1K - $20.1K
|
0
$0
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-62.8KClosed |
$460K - $474K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-53.3KClosed |
$390K - $402K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-20.5KClosed |
$150K - $155K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6.89KClosed |
$50.4K - $52K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-114KClosed |
$776K - $857K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.1KClosed |
$14.2K - $15.7K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05K- 24.69% |
$7.12K - $7.86K
|
3.2K
$24.7K
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1KClosed |
$6.78K - $7.49K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-480Closed |
$3.25K - $3.6K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-15.2KClosed |
$101K - $108K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-14KClosed |
$93.5K - $99.3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-11KClosed |
$73.2K - $77.7K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.8KClosed |
$12K - $12.8K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 10, 2020
Q2 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.8KClosed |
$66.7K - $83K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-729Closed |
$4.13K - $5.14K
|
0
$0
|
|
Q1 2020 | |||||||
May 11, 2020
Q1 2020
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-12.3KClosed |
$60K - $102K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Matisse Capital
|
SELL
|
- |
-11.2KClosed |
$54.7K - $93K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Round Table Services, LLC
|
SELL
|
- |
-11.2KClosed |
$54.7K - $93K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-2.41KClosed |
$11.8K - $20.1K
|
0
$0
|