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Franklin Universal Trust (FT) Institutional Ownership

Franklin Universal Trust logo
$7.50 +0.03 (+0.33%)
Closing price 03/28/2025 03:59 PM Eastern
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$7.50 0.00 (0.00%)
As of 03/28/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin Universal Trust (NYSE:FT)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$6.51M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.41M
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Franklin Universal Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cetera Investment Advisers79,609$582K0.0%-5.0%0.317%
2/14/2025 Bridgewealth Advisory Group LLC14,910$113K0.0%N/A0.059%
2/14/2025 Westchester Capital Management LLC133,917$979K0.1%-16.3%0.533%
2/14/2025 Stifel Financial Corp273,464$2.00M0.0%+6.6%1.088%
2/14/2025 Shaker Financial Services LLC51,188$374K0.1%+27.5%0.204%
2/13/2025 Raymond James Financial Inc.84,011$614K0.0%N/A0.334%
2/13/2025 Wedbush Securities Inc.10,800$79K0.0%-38.4%0.043%
2/13/2025 Wells Fargo & Company MN146,945$1.07M0.0%-9.8%0.585%
2/12/2025 Landscape Capital Management L.L.C.57,572$421K0.0%-30.0%0.229%
2/11/2025 Ashton Thomas Securities LLC56,050$410K0.1%-2.6%0.223%
2/11/2025 LPL Financial LLC652,535$4.77M0.0%+0.3%2.597%
2/10/2025 Commonwealth Equity Services LLC163,545$1.20M0.0%-1.8%0.651%
2/7/2025 HighTower Advisors LLC25,144$184K0.0%-12.7%0.100%
2/7/2025 Blue Bell Private Wealth Management LLC11,210$82K0.0%+17.0%0.045%
2/6/2025 Raymond James Financial Inc.84,011$614K0.0%N/A0.334%
2/5/2025 Noble Wealth Management PBC29,000$212K0.1%N/A0.115%
1/31/2025 Sanctuary Advisors LLC118,249$893K0.0%-5.8%0.471%
1/28/2025 Moloney Securities Asset Management LLC673,296$4.92M0.7%+1.9%2.679%
1/17/2025 Janney Montgomery Scott LLC118,611$867K0.0%+22.1%0.472%
1/16/2025 Uncommon Cents Investing LLC172,402$1.26M0.4%+1.1%0.686%
1/15/2025 Hennion & Walsh Asset Management Inc.261,755$1.91M0.1%-19.7%1.042%
11/25/2024 Sanctuary Advisors LLC125,499$961K0.0%-2.1%0.000%
11/18/2024 Arete Wealth Advisors LLC11,604$88K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp256,582$1.94M0.0%+4.5%0.000%
11/15/2024 Integrated Wealth Concepts LLC126,722$958K0.0%+11.9%0.000%
11/15/2024 HighTower Advisors LLC28,804$218K0.0%+4.9%0.000%
11/14/2024 Westchester Capital Management LLC159,920$1.21M0.1%-13.5%0.000%
11/12/2024Raymond James Trust N.A.10,484$79K0.0%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.82,268$622K0.1%-12.0%0.000%
11/4/2024 Wolverine Asset Management LLC100,329$758K0.0%-31.1%0.000%
10/30/2024 Moloney Securities Asset Management LLC660,916$5.00M0.7%+1.1%0.000%
10/29/2024 Janney Montgomery Scott LLC97,123$734K0.0%+2.0%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.325,826$2.46M0.1%+24.3%0.000%
9/5/2024 Sanctuary Advisors LLC128,240$843K0.0%N/A0.000%
8/7/2024 Wedbush Securities Inc.17,520$119K0.0%-28.6%0.000%
8/3/2024 Shaker Financial Services LLC38,813$264K0.1%-12.0%0.000%
8/2/2024 Wolverine Asset Management LLC145,638$992K0.0%+3.7%0.000%
7/31/2024 Commonwealth Equity Services LLC151,663$1.03M0.0%+654.4%0.000%
7/30/2024 Moloney Securities Asset Management LLC653,758$4.45M0.6%+4.3%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.262,024$1.78M0.1%+18.7%0.000%
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5/24/2024Cetera Advisors LLC77,484$514K0.0%N/A0.000%
5/9/2024 Koshinski Asset Management Inc.354,786$2.36M0.2%-34.7%0.000%
5/2/2024 Moloney Securities Asset Management LLC626,915$4.16M0.6%+11.1%0.000%
5/1/2024 Janney Montgomery Scott LLC99,388$660K0.0%-30.6%0.000%
4/22/2024 PFG Investments LLC12,841$85K0.0%N/A0.000%
4/19/2024 Uncommon Cents Investing LLC164,674$1.09M0.3%+2.4%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.220,671$1.47M0.1%+20.4%0.000%
2/8/2024 Janney Montgomery Scott LLC143,273$953K0.0%-41.2%0.000%
2/7/2024 Shaker Financial Services LLC23,422$156K0.1%-42.8%0.000%
2/1/2024 Wolverine Asset Management LLC70,829$471K0.0%+4,159.1%0.000%
1/29/2024 Koshinski Asset Management Inc.543,700$3.62M0.5%+48.0%0.000%
1/18/2024 Uncommon Cents Investing LLC160,850$1.07M0.4%+4.2%0.000%
1/16/2024Raymond James & Associates50,269$334K0.0%-3.5%0.000%
11/8/2023 Janney Montgomery Scott LLC243,725$1.55M0.0%+4.7%0.000%
11/2/2023 Shaker Financial Services LLC40,912$260K0.1%-16.5%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.148,961$946K0.1%-21.1%0.000%
10/24/2023Raymond James & Associates52,094$331K0.0%+6.6%0.000%
10/20/2023 Uncommon Cents Investing LLC154,340$980K0.4%+5.6%0.000%
10/18/2023 Koshinski Asset Management Inc.367,345$2.33M0.3%+8.9%0.000%
8/11/2023 Landscape Capital Management L.L.C.10,133$68K0.0%N/A0.000%
8/7/2023 Shaker Financial Services LLC48,982$330K0.1%-36.7%0.000%
7/31/2023 LPL Financial LLC218,705$1.47M0.0%+61.5%0.000%
7/31/2023 Moloney Securities Asset Management LLC437,422$2.94M0.5%+3.5%0.000%
7/28/2023 Koshinski Asset Management Inc.337,411$2.27M0.2%-37.0%0.000%
7/26/2023 Janney Montgomery Scott LLC232,716$1.57M0.0%+5.1%0.000%
7/25/2023Raymond James & Associates48,879$329K0.0%+27.2%0.000%
7/20/2023 Uncommon Cents Investing LLC146,211$984K0.3%+1.3%0.000%
5/12/2023 Moloney Securities Asset Management LLC422,597$3.01M0.6%+6.2%0.000%
5/8/2023 Shaker Financial Services LLC77,324$551K0.2%-30.1%0.000%
5/3/2023 Integrated Wealth Concepts LLC120,333$858K0.0%+10.3%0.000%
4/28/2023 Janney Montgomery Scott LLC221,462$1.58M0.0%+1.1%0.000%
4/25/2023 Foundations Investment Advisors LLC280,404$2.00M0.1%+8.9%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.141,600$1.01M0.1%+57.0%0.000%
4/20/2023 Clear Creek Financial Management LLC26,453$189K0.0%N/A0.000%
4/14/2023 Uncommon Cents Investing LLC144,391$1.03M0.4%+1.7%0.000%
4/14/2023Raymond James & Associates38,435$274K0.0%+8.1%0.000%
4/12/2023 Koshinski Asset Management Inc.535,906$3.82M0.4%+5.8%0.000%
4/11/2023 RVW Wealth LLC46,700$333K0.0%N/A0.000%
2/13/2023 Integrated Wealth Concepts LLC109,092$734K0.0%+4.6%0.000%
2/9/2023 Landscape Capital Management L.L.C.16,432$111K0.0%N/A0.000%
2/8/2023 Prospera Financial Services Inc17,690$119K0.0%N/A0.000%
2/7/2023 LPL Financial LLC110,991$747K0.0%+19.8%0.000%
2/3/2023 Shaker Financial Services LLC110,605$744K0.3%+256.7%0.000%
2/1/2023 Wolverine Asset Management LLC118,854$800K0.0%+231.7%0.000%
2/1/2023 Janney Montgomery Scott LLC218,967$1.47M0.0%+9.7%0.000%
1/31/2023 Wedbush Securities Inc.21,230$143K0.0%-17.9%0.000%
1/30/2023 Moloney Securities Asset Management LLC398,041$2.68M0.6%+25.7%0.000%
1/24/2023 Koshinski Asset Management Inc.506,476$3.41M0.3%+10.7%2.015%
1/13/2023 Uncommon Cents Investing LLC142,030$956K0.4%+6.4%0.565%
1/12/2023 Hennion & Walsh Asset Management Inc.90,194$607K0.0%-11.5%0.359%
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1/11/2023 Foundations Investment Advisors LLC257,419$1.73M0.1%+44.7%1.024%
11/10/2022 Wolverine Asset Management LLC35,837$226K0.0%N/A0.000%
11/9/2022 Shaker Financial Services LLC31,007$196K0.1%N/A0.123%
10/31/2022 Moloney Securities Asset Management LLC316,607$2.00M0.5%+0.9%1.260%
10/25/2022 Janney Montgomery Scott LLC199,570$1.26M0.0%+217.5%0.794%
10/25/2022Raymond James & Associates33,041$209K0.0%-5.7%0.000%
10/20/2022 Koshinski Asset Management Inc.457,429$2.90M0.2%-1.4%0.000%
10/19/2022 Foundations Investment Advisors LLC177,862$1.13M0.0%+31.9%0.708%
10/18/2022 Koshinski Asset Management Inc.457,429$2.90M0.3%-1.4%1.820%
10/18/2022 Uncommon Cents Investing LLC133,477$845K0.4%+2.2%0.000%
(Data available from 1/1/2016 forward)

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FT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FT shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Franklin Universal Trust. The most heavily invested institutionals were Moloney Securities Asset Management LLC ($4.92M), LPL Financial LLC ($4.77M), Koshinski Asset Management Inc. ($2.36M), Stifel Financial Corp ($2.00M), Foundations Investment Advisors LLC ($2.00M), Hennion & Walsh Asset Management Inc. ($1.91M), and Uncommon Cents Investing LLC ($1.26M).Learn more on FT's institutional investors.

Which institutional investors have been buying Franklin Universal Trust stock?

Of the 26 institutional investors that purchased Franklin Universal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Koshinski Asset Management Inc. ($235.72K), Hennion & Walsh Asset Management Inc. ($193.97K), Raymond James Financial Inc. ($168.02K), Moloney Securities Asset Management LLC ($148.24K), Commonwealth Equity Services LLC ($131.56K), Sanctuary Advisors LLC ($128.24K), and LPL Financial LLC ($85.56K).

How much institutional buying is happening at Franklin Universal Trust?

Institutional investors have bought a total of 1,584,235 shares in the last 24 months. This purchase volume represents approximately $10.98M in transactions.

Which Franklin Universal Trust major shareholders have been selling company stock?

Of the 15 institutional investors that sold Franklin Universal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Koshinski Asset Management Inc. ($387.41K), Janney Montgomery Scott LLC ($144.34K), Hennion & Walsh Asset Management Inc. ($103.80K), Shaker Financial Services LLC ($92.49K), Westchester Capital Management LLC ($51.00K), Wolverine Asset Management LLC ($45.31K), and Landscape Capital Management L.L.C. ($35.89K).

How much institutional selling is happening at Franklin Universal Trust?

Institutional investors have sold a total of 914,009 shares in the last 24 months. This volume of shares sold represents approximately $6.28M in transactions.


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This page (NYSE:FT) was last updated on 3/31/2025 by MarketBeat.com Staff
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