Purchases and Sales Made in Q3 2024 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
125KNew |
$852K - $951K
|
125K
$942K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
63.8K+ 24.35% |
$433K - $484K
|
326K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
32.2KNew |
$219K - $244K
|
32.2K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 12.34% |
$136K - $151K
|
182K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.7KNew |
$127K - $141K
|
18.7K
$140K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 9.81% |
$101K - $113K
|
167K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.5K+ 11.92% |
$91.6K - $102K
|
127K
$952K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 2.01% |
$87K - $97.2K
|
650K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$82.3K - $91.8K
|
12.1K
$91K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$78.8K - $88K
|
11.6K
$87.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 4.5% |
$75K - $83.7K
|
257K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.5KNew |
$71.2K - $79.5K
|
10.5K
$78.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.58KNew |
$65K - $72.6K
|
9.58K
$71.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.16K+ 1.09% |
$48.6K - $54.3K
|
661K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.51K+ 1.02% |
$23.8K - $26.6K
|
346K
$2.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.05K+ 1.22% |
$13.9K - $15.5K
|
170K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.94K+ 2.04% |
$13.2K - $14.7K
|
97.1K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 4.93% |
$9.19K - $10.3K
|
28.8K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.33K+ 3.43% |
$9.05K - $10.1K
|
40.1K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
679New |
$4.61K - $5.15K
|
679
$5.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
503+ 1.69% |
$3.42K - $3.81K
|
30.2K
$227K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
421+ 2.52% |
$2.86K - $3.19K
|
17.2K
$129K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
359+ 0.11% |
$2.44K - $2.72K
|
342K
$2.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
327+ 1.66% |
$2.22K - $2.48K
|
20K
$150K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
242+ 0.38% |
$1.64K - $1.83K
|
63.3K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
73+ 9.42% |
$496 - $553
|
848
$6.37K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.12% |
$109 - $121
|
12.9K
$97K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-175- 1.03% |
$1.19K - $1.33K
|
16.8K
$126K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-654- 5.07% |
$4.44K - $4.96K
|
12.3K
$92.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-687- 0.64% |
$4.66K - $5.21K
|
107K
$805K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-931- 0.57% |
$6.32K - $7.06K
|
163K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.49K- 11.69% |
$16.9K - $18.9K
|
18.8K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.3K- 8.02% |
$49.6K - $55.3K
|
83.8K
$629K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.2K- 11.97% |
$76K - $84.8K
|
82.3K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-25K- 13.52% |
$170K - $190K
|
160K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-45.3K- 31.11% |
$308K - $343K
|
100K
$753K
|