Purchases and Sales Made in Q1 2022 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q1 2022. The information is specifically focused on institutions that hold shares of FRANKLIN UNIVERSAL TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
185KNew |
$1.44M - $1.56M
|
185K
$1.43M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.9K+ 21.22% |
$475K - $514K
|
348K
$2.68M
|
|
|
Apr 20, 2022
Q1 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15.4K+ 14.61% |
$120K - $130K
|
121K
$934K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 18.99% |
$120K - $130K
|
96.3K
$742K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
13.8K+ 4.75% |
$108K - $117K
|
304K
$2.35M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 34.98% |
$95.3K - $103K
|
47.1K
$363K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.64K+ 6.97% |
$75.2K - $81.3K
|
148K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.1K+ 6.98% |
$39.8K - $43.1K
|
78.1K
$603K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.74K+ 19.69% |
$21.4K - $23.2K
|
16.7K
$129K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 15.83% |
$17.2K - $18.6K
|
16.1K
$124K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.06K+ 0.23% |
$8.28K - $8.96K
|
463K
$3.57M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
328+ 2.02% |
$2.56K - $2.77K
|
16.6K
$128K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
202+ 1.16% |
$1.58K - $1.7K
|
17.7K
$136K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
200+ 1.05% |
$1.56K - $1.69K
|
19.3K
$149K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 0.17% |
$320 - $346
|
24.4K
$188K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-944Closed |
$7.36K - $7.97K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.25K- 1.19% |
$9.77K - $10.6K
|
104K
$799K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.36K- 3.25% |
$10.6K - $11.5K
|
40.5K
$312K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.39K- 0.36% |
$10.8K - $11.7K
|
380K
$2.93M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.2K- 5.91% |
$17.2K - $18.6K
|
35K
$270K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.75K- 13.18% |
$21.4K - $23.2K
|
18.1K
$140K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-4.31KClosed |
$33.6K - $36.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.35K- 26.21% |
$41.7K - $45.2K
|
15.1K
$116K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7KClosed |
$98.7K - $107K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-20.9KClosed |
$163K - $177K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-24.2K- 63.85% |
$189K - $204K
|
13.7K
$106K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.7K- 65.99% |
$255K - $276K
|
16.8K
$130K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.1K- 9.07% |
$383K - $415K
|
492K
$3.8M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-58.9K- 16.4% |
$460K - $497K
|
300K
$2.32M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-131KClosed |
$1.02M - $1.1M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-196K- 33.95% |
$1.53M - $1.65M
|
380K
$2.93M
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-265KClosed |
$2.07M - $2.24M
|
0
$0
|