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 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5KNew |
$112K - $119K
|
15.5K
$115K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.7KNew |
$77.7K - $82.1K
|
10.7K
$79.9K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10.3KNew |
$74.5K - $78.7K
|
10.3K
$76.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
4.22K+ 2.45% |
$30.6K - $32.3K
|
177K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.29K+ 18.28% |
$23.8K - $25.2K
|
21.3K
$158K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.41KNew |
$17.5K - $18.5K
|
2.41K
$18K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.23K+ 141.18% |
$16.1K - $17K
|
3.8K
$28.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53KNew |
$11.1K - $11.8K
|
1.53K
$11.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
326+ 1.6% |
$2.36K - $2.5K
|
20.6K
$154K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
191+ 1.67% |
$1.38K - $1.46K
|
11.7K
$86.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88- 0.05% |
$638 - $674
|
163K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-104- 1.0% |
$754 - $797
|
10.3K
$77K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-609- 0.18% |
$4.42K - $4.66K
|
342K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.26K- 0.34% |
$16.4K - $17.3K
|
671K
$5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.6K- 13.47% |
$18.9K - $19.9K
|
16.7K
$124K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.23K- 1.23% |
$23.4K - $24.7K
|
259K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.9K- 34.79% |
$28.3K - $29.9K
|
7.31K
$54.5K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.61K- 7.05% |
$40.7K - $43K
|
74K
$551K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-16.9K- 32.97% |
$122K - $129K
|
34.3K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.3K- 4.03% |
$191K - $201K
|
626K
$4.67M
|