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 51 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 $36.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
18,261
shares
|
$144,444
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
17,920
shares
|
$141,747
0.0% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
16,700
shares
|
$132,097
0.0% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,487
shares
|
$122,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
15,150
shares
|
$119,836
0.03% of portfolio
|
Q2 2025
Reduced 71.71%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
14,910
shares
|
$117,938
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
13,338
shares
|
$105,503
0.0% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,848
shares
|
$93,717
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
11,795
shares
|
$93,298
0.0% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,876
shares
|
$86,029
0.0% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,484
shares
|
$82,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
10,340
shares
|
$81,789
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
10,269
shares
|
$81,227
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
7,500
shares
|
$59,325
0.01% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
4,584
shares
|
$36,259
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,265
shares
|
$33,736
0.0% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,202
shares
|
$25,327
0.0% of portfolio
|
Q4 2020
Reduced 24.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,800
shares
|
$22,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
2,413
shares
|
$19,086
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,640
shares
|
$12,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,500
shares
|
$11,865
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
714
shares
|
$5,647
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
664
shares
|
$5,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
600
shares
|
$4,746
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
500
shares
|
$3,955
0.0% of portfolio
|
Q1 2024
Reduced 94.55%
|