Purchases and Sales Made in Q4 2023 in Franklin Universal Trust (FT)
This table provides information about the institutional ownership of Franklin Universal Trust (FT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
176K+ 48.01% |
$1.06M - $1.19M
|
544K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 47.05% |
$980K - $1.1M
|
510K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.2KNew |
$452K - $508K
|
75.2K
$580K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
69.2K+ 4159.11% |
$416K - $467K
|
70.8K
$546K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
68.3K+ 13.78% |
$411K - $461K
|
564K
$4.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
44.4KNew |
$267K - $300K
|
44.4K
$342K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
34.3K+ 23.03% |
$206K - $232K
|
183K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.6K+ 12.72% |
$178K - $200K
|
262K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.67K+ 1734.8% |
$52.1K - $58.5K
|
9.17K
$70.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
6.51K+ 4.22% |
$39.1K - $43.9K
|
161K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.15K+ 39.17% |
$37K - $41.5K
|
21.9K
$169K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.41KNew |
$14.5K - $16.3K
|
2.41K
$18.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
468+ 2.53% |
$2.81K - $3.16K
|
19K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
230New |
$1.38K - $1.55K
|
230
$1.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
158+ 0.97% |
$950 - $1.07K
|
16.4K
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2- 0.02% |
$12 - $13.5
|
10.3K
$79.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-291- 1.15% |
$1.75K - $1.96K
|
25K
$193K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-797- 0.23% |
$4.79K - $5.38K
|
342K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.82K- 0.53% |
$10.9K - $12.3K
|
342K
$2.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.83K- 3.5% |
$11K - $12.3K
|
50.3K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.6K- 18.71% |
$15.6K - $17.6K
|
11.3K
$87.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.76K- 2.37% |
$16.6K - $18.7K
|
114K
$879K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.67K- 3.67% |
$40.1K - $45K
|
175K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.18K- 8.54% |
$55.2K - $61.9K
|
98.3K
$758K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-17.5K- 42.75% |
$105K - $118K
|
23.4K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.7K- 9.0% |
$106K - $120K
|
179K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100K- 41.22% |
$604K - $678K
|
143K
$1.1M
|