Purchases and Sales Made in Q1 2024 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
88KNew |
$564K - $589K
|
88K
$673K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.7K+ 15.43% |
$504K - $527K
|
588K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
77.5KNew |
$497K - $519K
|
77.5K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
69.6K+ 98.29% |
$446K - $466K
|
140K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
62.5K+ 11.07% |
$400K - $419K
|
627K
$4.8M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
39.9K+ 89.95% |
$256K - $268K
|
84.4K
$645K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
37.4K+ 20.41% |
$240K - $251K
|
221K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.7K+ 88.37% |
$133K - $139K
|
44.1K
$338K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.1KNew |
$129K - $135K
|
20.1K
$154K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.8KNew |
$82.3K - $86K
|
12.8K
$98.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$67.3K - $70.3K
|
10.5K
$80.3K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.11K+ 36.36% |
$26.3K - $27.5K
|
15.4K
$118K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
3.82K+ 2.38% |
$24.5K - $25.6K
|
165K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.51K+ 12.09% |
$16.1K - $16.8K
|
23.3K
$178K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.03K+ 9.52% |
$13K - $13.6K
|
23.3K
$178K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
639+ 1.27% |
$4.1K - $4.28K
|
50.9K
$389K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
350+ 1.85% |
$2.24K - $2.35K
|
19.3K
$148K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159+ 0.97% |
$1.02K - $1.07K
|
16.6K
$127K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11- 0.04% |
$70.5 - $73.7
|
25K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-814- 0.71% |
$5.22K - $5.45K
|
113K
$866K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-928- 0.53% |
$5.95K - $6.22K
|
174K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 8.74% |
$6.41K - $6.7K
|
10.4K
$79.9K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.35K- 3.54% |
$40.7K - $42.5K
|
173K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.64K- 2.92% |
$49K - $51.2K
|
254K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.67K- 94.55% |
$55.6K - $58.1K
|
500
$3.83K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.9K- 19.25% |
$121K - $127K
|
79.4K
$607K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-43.9K- 30.63% |
$281K - $294K
|
99.4K
$760K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 34.83% |
$763K - $798K
|
223K
$1.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 34.83% |
$763K - $798K
|
223K
$1.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 34.98% |
$769K - $803K
|
223K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-189K- 34.75% |
$1.21M - $1.27M
|
355K
$2.71M
|