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 $35.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
18,233
shares
|
$142,764
0.0% of portfolio
|
Q1 2025
Reduced 27.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
17,920
shares
|
$140,313
0.0% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
16,700
shares
|
$130,761
0.0% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
15,487
shares
|
$121,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
15,150
shares
|
$118,624
0.03% of portfolio
|
Q2 2025
Reduced 71.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
14,012
shares
|
$109,713
0.0% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,848
shares
|
$92,769
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
10,720
shares
|
$83,937
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,484
shares
|
$82,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
10,269
shares
|
$80,406
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,012
shares
|
$78,393
0.0% of portfolio
|
Q1 2025
Reduced 34.27%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
9,540
shares
|
$74,698
0.0% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
7,310
shares
|
$57,237
0.01% of portfolio
|
Q1 2025
Reduced 34.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,801
shares
|
$29,761
0.0% of portfolio
|
Q1 2025
Added 141.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,202
shares
|
$25,071
0.0% of portfolio
|
Q4 2020
Reduced 24.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,800
shares
|
$21,924
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,413
shares
|
$18,893
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,640
shares
|
$12,841
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,500
shares
|
$11,745
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
714
shares
|
$5,590
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
664
shares
|
$5,199
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
600
shares
|
$4,698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
500
shares
|
$3,915
0.0% of portfolio
|
Q1 2024
Reduced 94.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|