Free Trial
→ Feds Just Admitted It—They Can Take Your Cash (From Priority Gold) (Ad) Buy FT Stock  Free FT Stock Alerts

Franklin Universal Trust (FT) Institutional Ownership

Franklin Universal Trust logo
$7.18 -0.04 (-0.55%)
As of 04/16/2025 03:45 PM Eastern
Compare

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)
$3.44M
Get FT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Franklin Universal Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FT Institutional Buying and Selling by Quarter

Remove Ads

Franklin Universal Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2025 Hennion & Walsh Asset Management Inc.258,524$1.95M0.1%-1.2%1.029%
2/17/2025Cetera Investment Advisers79,609$582K0.0%-5.0%0.317%
2/14/2025Bridgewealth Advisory Group LLC14,910$113K0.0%N/A0.059%
2/14/2025Westchester Capital Management LLC133,917$979K0.1%-16.3%0.533%
2/14/2025Stifel Financial Corp273,464$2.00M0.0%+6.6%1.088%
2/14/2025Shaker Financial Services LLC51,188$374K0.1%+27.5%0.204%
2/13/2025Raymond James Financial Inc.84,011$614K0.0%N/A0.334%
2/13/2025Wedbush Securities Inc.10,800$79K0.0%-38.4%0.043%
2/13/2025Wells Fargo & Company MN146,945$1.07M0.0%-9.8%0.585%
2/12/2025Landscape Capital Management L.L.C.57,572$421K0.0%-30.0%0.229%
2/11/2025Ashton Thomas Securities LLC56,050$410K0.1%-2.6%0.223%
2/11/2025LPL Financial LLC652,535$4.77M0.0%+0.3%2.597%
2/10/2025Commonwealth Equity Services LLC163,545$1.20M0.0%-1.8%0.651%
2/7/2025HighTower Advisors LLC25,144$184K0.0%-12.7%0.100%
2/7/2025Blue Bell Private Wealth Management LLC11,210$82K0.0%+17.0%0.045%
2/6/2025Raymond James Financial Inc.84,011$614K0.0%N/A0.334%
2/5/2025 Noble Wealth Management PBC29,000$212K0.1%N/A0.115%
1/31/2025Sanctuary Advisors LLC118,249$893K0.0%-5.8%0.471%
1/28/2025Moloney Securities Asset Management LLC673,296$4.92M0.7%+1.9%2.679%
1/17/2025Janney Montgomery Scott LLC118,611$867K0.0%+22.1%0.472%
1/16/2025Uncommon 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%
11/25/2024Sanctuary Advisors LLC125,499$961K0.0%-2.1%0.000%
11/18/2024Arete Wealth Advisors LLC11,604$88K0.0%N/A0.000%
11/15/2024Stifel Financial Corp256,582$1.94M0.0%+4.5%0.000%
11/15/2024Integrated Wealth Concepts LLC126,722$958K0.0%+11.9%0.000%
11/15/2024HighTower Advisors LLC28,804$218K0.0%+4.9%0.000%
11/14/2024Westchester 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%
11/9/2024Landscape Capital Management L.L.C.82,268$622K0.1%-12.0%0.000%
11/4/2024Wolverine Asset Management LLC100,329$758K0.0%-31.1%0.000%
10/30/2024Moloney Securities Asset Management LLC660,916$5.00M0.7%+1.1%0.000%
10/29/2024Janney 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%
9/5/2024Sanctuary Advisors LLC128,240$843K0.0%N/A0.000%
8/7/2024Wedbush Securities Inc.17,520$119K0.0%-28.6%0.000%
8/3/2024Shaker Financial Services LLC38,813$264K0.1%-12.0%0.000%
8/2/2024Wolverine Asset Management LLC145,638$992K0.0%+3.7%0.000%
7/31/2024Commonwealth Equity Services LLC151,663$1.03M0.0%+654.4%0.000%
7/30/2024Moloney Securities Asset Management LLC653,758$4.45M0.6%+4.3%0.000%
Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad)

Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a terrifying supercar crash with billionaire Peter Thiel, then from a deadly strain of malaria—Elon Musk emerged with a stark warning for Americans about looming financial dangers. Discover the little-known Trump IRS loophole that thousands are now using to safeguard their retirement from inflation and market turmoil—before it's too late.

See why thousands of forward-thinking retirement savers are now requesting this FREE 2025 Wealth Pro
7/20/2024 Hennion & Walsh Asset Management Inc.262,024$1.78M0.1%+18.7%0.000%
5/24/2024Cetera Advisors LLC77,484$514K0.0%N/A0.000%
5/9/2024Koshinski Asset Management Inc.354,786$2.36M0.2%-34.7%0.000%
5/2/2024Moloney Securities Asset Management LLC626,915$4.16M0.6%+11.1%0.000%
5/1/2024Janney Montgomery Scott LLC99,388$660K0.0%-30.6%0.000%
4/22/2024PFG Investments LLC12,841$85K0.0%N/A0.000%
4/19/2024Uncommon 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%
2/8/2024Janney Montgomery Scott LLC143,273$953K0.0%-41.2%0.000%
2/7/2024Shaker Financial Services LLC23,422$156K0.1%-42.8%0.000%
2/1/2024Wolverine Asset Management LLC70,829$471K0.0%+4,159.1%0.000%
1/29/2024Koshinski Asset Management Inc.543,700$3.62M0.5%+48.0%0.000%
1/18/2024Uncommon Cents Investing LLC160,850$1.07M0.4%+4.2%0.000%
1/16/2024Raymond James & Associates50,269$334K0.0%-3.5%0.000%
11/8/2023Janney Montgomery Scott LLC243,725$1.55M0.0%+4.7%0.000%
11/2/2023Shaker 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%
10/20/2023Uncommon Cents Investing LLC154,340$980K0.4%+5.6%0.000%
10/18/2023Koshinski Asset Management Inc.367,345$2.33M0.3%+8.9%0.000%
8/11/2023Landscape Capital Management L.L.C.10,133$68K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC48,982$330K0.1%-36.7%0.000%
7/31/2023LPL Financial LLC218,705$1.47M0.0%+61.5%0.000%
7/31/2023Moloney Securities Asset Management LLC437,422$2.94M0.5%+3.5%0.000%
7/28/2023Koshinski Asset Management Inc.337,411$2.27M0.2%-37.0%0.000%
7/26/2023Janney Montgomery Scott LLC232,716$1.57M0.0%+5.1%0.000%
7/25/2023Raymond James & Associates48,879$329K0.0%+27.2%0.000%
7/20/2023Uncommon Cents Investing LLC146,211$984K0.3%+1.3%0.000%
5/12/2023Moloney Securities Asset Management LLC422,597$3.01M0.6%+6.2%0.000%
5/8/2023Shaker Financial Services LLC77,324$551K0.2%-30.1%0.000%
5/3/2023Integrated Wealth Concepts LLC120,333$858K0.0%+10.3%0.000%
4/28/2023Janney Montgomery Scott LLC221,462$1.58M0.0%+1.1%0.000%
4/25/2023Foundations 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%
4/20/2023Clear Creek Financial Management LLC26,453$189K0.0%N/A0.000%
4/14/2023Uncommon Cents Investing LLC144,391$1.03M0.4%+1.7%0.000%
4/14/2023Raymond James & Associates38,435$274K0.0%+8.1%0.000%
4/12/2023Koshinski Asset Management Inc.535,906$3.82M0.4%+5.8%0.000%
4/11/2023RVW Wealth LLC46,700$333K0.0%N/A0.000%
2/13/2023Integrated Wealth Concepts LLC109,092$734K0.0%+4.6%0.000%
2/9/2023Landscape Capital Management L.L.C.16,432$111K0.0%N/A0.000%
2/8/2023Prospera Financial Services Inc17,690$119K0.0%N/A0.000%
2/7/2023LPL Financial LLC110,991$747K0.0%+19.8%0.000%
2/3/2023Shaker Financial Services LLC110,605$744K0.3%+256.7%0.000%
2/1/2023Wolverine Asset Management LLC118,854$800K0.0%+231.7%0.000%
2/1/2023Janney Montgomery Scott LLC218,967$1.47M0.0%+9.7%0.000%
1/31/2023Wedbush Securities Inc.21,230$143K0.0%-17.9%0.000%
1/30/2023Moloney Securities Asset Management LLC398,041$2.68M0.6%+25.7%0.000%
1/24/2023Koshinski Asset Management Inc.506,476$3.41M0.3%+10.7%2.015%
1/13/2023Uncommon Cents Investing LLC142,030$956K0.4%+6.4%0.565%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
1/12/2023 Hennion & Walsh Asset Management Inc.90,194$607K0.0%-11.5%0.359%
1/11/2023Foundations Investment Advisors LLC257,419$1.73M0.1%+44.7%1.024%
11/10/2022Wolverine Asset Management LLC35,837$226K0.0%N/A0.000%
11/9/2022Shaker Financial Services LLC31,007$196K0.1%N/A0.123%
10/31/2022Moloney Securities Asset Management LLC316,607$2.00M0.5%+0.9%1.260%
10/25/2022Janney Montgomery Scott LLC199,570$1.26M0.0%+217.5%0.794%
10/25/2022Raymond James & Associates33,041$209K0.0%-5.7%0.000%
10/20/2022Koshinski Asset Management Inc.457,429$2.90M0.2%-1.4%0.000%
10/19/2022Foundations Investment Advisors LLC177,862$1.13M0.0%+31.9%0.708%
10/18/2022Koshinski Asset Management Inc.457,429$2.90M0.3%-1.4%1.820%
(Data available from 1/1/2016 forward)

Remove Ads

FT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FT shares?

During the previous two years, 30 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. ($1.95M), 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 25 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. ($206.29K), 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 1,502,874 shares in the last 24 months. This purchase volume represents approximately $10.40M 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. ($107.03K), 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 917,240 shares in the last 24 months. This volume of shares sold represents approximately $6.30M in transactions.


Related Companies

This page (NYSE:FT) was last updated on 4/17/2025 by MarketBeat.com Staff
From Our Partners
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Amazon Shocker
Jeff Bezos quietly backing world-changing tech (not AI) The Amazon founder is quietly advancing a radical t...
Stansberry Research | Sponsored
Caught on Camera: Elon Musk’s “Area 51”
You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see...
Brownstone Research | Sponsored
Three new patents reveal Elon and Trump’s secret “Project America”
Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR!...
Timothy Sykes | Sponsored