Institutional Ownership Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
671,033
shares
|
$5.22 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
626,230
shares
|
$4.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
397,805
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Added 45.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
349,961
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
341,671
shares
|
$2.66 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
258,524
shares
|
$2.01 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
214,496
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
181,015
shares
|
$1.41 Million
0.38% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
163,457
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
148,859
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
133,824
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
126,622
shares
|
$985,119
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
May 14, 2025 Q1 2025 |
118,430
shares
|
$921,385
0.06% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
118,249
shares
|
$919,977
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
112,674
shares
|
$876,603
0.0% of portfolio
|
Q4 2024
Added 67.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
73,999
shares
|
$575,712
0.0% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,273
shares
|
$492,263
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
62,325
shares
|
$484,888
0.0% of portfolio
|
Q1 2025
Reduced 25.81%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
52,037
shares
|
$404,847
0.0% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
44,300
shares
|
$344,654
0.03% of portfolio
|
Q1 2025
Reduced 23.05%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
34,313
shares
|
$266,955
0.1% of portfolio
|
Q1 2025
Reduced 32.97%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
26,453
shares
|
$205,804
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
21,479
shares
|
$167,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
21,259
shares
|
$165,395
0.0% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
20,976
shares
|
$163,193
0.02% of portfolio
|
Q2 2025
Added 1.63%
|