Purchases and Sales Made in Q1 2025 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q1 2025. 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 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
124K+ 45.47% |
$901K - $952K
|
398K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
37.1K+ 20.94% |
$269K - $284K
|
214K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
21.5KNew |
$156K - $165K
|
21.5K
$167K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5KNew |
$112K - $119K
|
15.5K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 12.7% |
$109K - $115K
|
134K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.7KNew |
$77.7K - $82.1K
|
10.7K
$83.4K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10.3KNew |
$74.5K - $78.7K
|
10.3K
$79.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
4.22K+ 2.45% |
$30.6K - $32.3K
|
177K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.29K+ 18.28% |
$23.8K - $25.2K
|
21.3K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.8KNew |
$20.3K - $21.4K
|
2.8K
$21.8K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.41KNew |
$17.5K - $18.5K
|
2.41K
$18.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.23K+ 141.18% |
$16.1K - $17K
|
3.8K
$29.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.92K+ 0.55% |
$13.9K - $14.7K
|
350K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.91K+ 1.3% |
$13.9K - $14.7K
|
149K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53KNew |
$11.1K - $11.8K
|
1.53K
$11.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
326+ 1.6% |
$2.36K - $2.5K
|
20.6K
$161K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
191+ 1.67% |
$1.38K - $1.46K
|
11.7K
$90.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88- 0.05% |
$638 - $674
|
163K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-100- 0.08% |
$725 - $766
|
127K
$985K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-104- 1.0% |
$754 - $797
|
10.3K
$80.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-609- 0.18% |
$4.42K - $4.66K
|
342K
$2.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 7.74% |
$5.8K - $6.13K
|
9.54K
$74.2K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-800- 4.27% |
$5.8K - $6.13K
|
17.9K
$139K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.26K- 0.34% |
$16.4K - $17.3K
|
671K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.27K- 13.96% |
$16.5K - $17.4K
|
14K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.5K- 4.46% |
$18.1K - $19.2K
|
53.6K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.59K- 4.74% |
$18.8K - $19.8K
|
52K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.6K- 13.47% |
$18.9K - $19.9K
|
16.7K
$130K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.23K- 1.23% |
$23.4K - $24.7K
|
259K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.9K- 34.79% |
$28.3K - $29.9K
|
7.31K
$56.9K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.22K- 34.27% |
$37.8K - $40K
|
10K
$77.9K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.61K- 7.05% |
$40.7K - $43K
|
74K
$576K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.91K- 27.49% |
$50.1K - $52.9K
|
18.2K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-13.3K- 23.05% |
$96.2K - $102K
|
44.3K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-15.5K- 11.56% |
$112K - $119K
|
118K
$921K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-16.9K- 32.97% |
$122K - $129K
|
34.3K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21.7K- 25.81% |
$157K - $166K
|
62.3K
$485K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.3K- 4.03% |
$191K - $201K
|
626K
$4.87M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.6K- 38.19% |
$505K - $533K
|
113K
$877K
|