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 48 institutions that hold shares in the stock, with a total of 4.64 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
19,988
shares
|
$154,107
0.02% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
19,300
shares
|
$148,803
0.0% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
18,796
shares
|
$144,917
0.0% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,665
shares
|
$143,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
17,520
shares
|
$135,079
0.0% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,158
shares
|
$132,288
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,761
shares
|
$129,227
0.0% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,916
shares
|
$99,582
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
12,258
shares
|
$94,509
0.01% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,115
shares
|
$93,406
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
11,604
shares
|
$89,466
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,484
shares
|
$80,831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
10,444
shares
|
$80,523
0.0% of portfolio
|
Q1 2024
Reduced 8.74%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
9,578
shares
|
$73,846
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,202
shares
|
$24,687
0.0% of portfolio
|
Q4 2020
Reduced 24.69%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
2,413
shares
|
$18,604
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,500
shares
|
$11,565
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
848
shares
|
$6,538
0.0% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
775
shares
|
$5,975
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
714
shares
|
$5,504
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
679
shares
|
$5,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$3,855
0.0% of portfolio
|
Q1 2024
Reduced 94.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|