Purchases and Sales Made in Q3 2023 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
128K+ 58.52% |
$805K - $896K
|
347K
$2.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
58.7K+ 13.41% |
$369K - $411K
|
496K
$3.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.9K+ 8.87% |
$188K - $210K
|
367K
$2.83M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
18.2KNew |
$114K - $127K
|
18.2K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$98.8K - $110K
|
15.7K
$121K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 4.73% |
$69.2K - $77.1K
|
244K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$64.5K - $71.8K
|
10.3K
$79.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 5.49% |
$64.4K - $71.7K
|
197K
$1.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
8.13K+ 5.56% |
$51.1K - $56.9K
|
154K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
4.74K+ 4.61% |
$29.8K - $33.2K
|
108K
$829K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.22K+ 6.58% |
$20.2K - $22.5K
|
52.1K
$402K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2KNew |
$12.6K - $14K
|
2K
$15.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.66KNew |
$10.5K - $11.6K
|
1.66K
$12.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
322+ 1.77% |
$2.03K - $2.25K
|
18.5K
$143K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
282+ 1.13% |
$1.77K - $1.97K
|
25.3K
$195K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
147+ 0.91% |
$925 - $1.03K
|
16.3K
$125K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-365- 0.11% |
$2.3K - $2.56K
|
344K
$2.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-573- 0.49% |
$3.6K - $4.01K
|
117K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7K- 33.49% |
$44K - $49K
|
13.9K
$107K
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-8.07K- 16.48% |
$50.8K - $56.5K
|
40.9K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.3K- 4.24% |
$64.7K - $72K
|
232K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.3K- 7.78% |
$96.5K - $107K
|
182K
$1.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-39.7K- 21.06% |
$250K - $278K
|
149K
$1.15M
|