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Franklin Universal Trust (FT) Institutional Ownership

Franklin Universal Trust logo
$7.84 +0.02 (+0.19%)
Closing price 08/1/2025 03:58 PM Eastern
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$7.84 0.00 (0.00%)
As of 08/1/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin Universal Trust (NYSE:FT)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$4.87M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$2.92M
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FT Institutional Buying and Selling by Quarter

Franklin Universal Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/31/2025 Moloney Securities Asset Management LLC683,165$5.21M0.6%+1.8%2.719%
7/23/2025 Clear Creek Financial Management LLC29,453$224K0.0%+11.3%0.117%
7/21/2025 Ashton Thomas Securities LLC15,150$115K0.0%-71.7%0.060%
7/17/2025 Uncommon Cents Investing LLC181,015$1.38M0.4%+2.5%0.720%
6/27/2025Goldman Sachs Group Inc.15,487$117K0.0%N/A0.062%
5/16/2025Goldman Sachs Group Inc.15,487$117K0.0%N/A0.062%
5/16/2025NewEdge Advisors LLC14,012$106K0.0%-14.0%0.056%
5/16/2025Advisors Asset Management Inc.214,496$1.62M0.0%+20.9%0.853%
5/15/2025 Ashton Thomas Securities LLC53,550$403K0.1%-4.5%0.213%
5/15/2025Landscape Capital Management L.L.C.44,300$334K0.0%-23.1%0.176%
5/14/2025Westchester Capital Management LLC118,430$892K0.0%-11.6%0.471%
5/13/2025Kovitz Investment Group Partners LLC21,479$162K0.0%N/A0.085%
5/13/2025HighTower Advisors LLC18,233$137K0.0%-27.5%0.073%
5/9/2025Shaker Financial Services LLC34,313$258K0.1%-33.0%0.137%
5/7/2025 MB Levis & Associates LLC10,269$77K0.0%N/A0.041%
5/7/2025LPL Financial LLC626,230$4.72M0.0%-4.0%2.492%
5/6/2025Cetera Investment Advisers73,999$557K0.0%-7.0%0.294%
5/5/2025Blue Bell Private Wealth Management LLC7,310$55K0.0%-34.8%0.029%
4/30/2025 Moloney Securities Asset Management LLC671,033$5.05M0.7%-0.3%2.670%
4/30/2025 Stratos Wealth Partners LTD.16,700$126K0.0%-13.5%0.066%
4/23/2025 Uncommon Cents Investing LLC176,625$1.33M0.4%+2.4%0.703%
4/23/2025 Oppenheimer & Co. Inc.10,720$81K0.0%N/A0.043%
4/22/2025 Cambridge Investment Research Advisors Inc.21,259$160K0.0%+18.3%0.085%
4/10/2025Hennion & 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%
2/11/2025 Ashton 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%
2/5/2025Noble Wealth Management PBC29,000$212K0.1%N/A0.115%
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1/31/2025Sanctuary 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%
1/15/2025Hennion & 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%
10/30/2024 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%
10/23/2024Hennion & 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%
7/30/2024 Moloney Securities Asset Management LLC653,758$4.45M0.6%+4.3%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.262,024$1.78M0.1%+18.7%0.000%
5/24/2024Cetera Advisors LLC77,484$514K0.0%N/A0.000%
5/9/2024 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%
4/17/2024Hennion & 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%
2/7/2024Shaker Financial Services LLC23,422$156K0.1%-42.8%0.000%
2/1/2024Wolverine Asset Management LLC70,829$471K0.0%+4,159.1%0.000%
1/29/2024 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%
11/2/2023Shaker Financial Services LLC40,912$260K0.1%-16.5%0.000%
10/27/2023Hennion & 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%
8/11/2023Landscape 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%
7/31/2023 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%
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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%
5/8/2023Shaker Financial Services LLC77,324$551K0.2%-30.1%0.000%
5/3/2023Integrated Wealth Concepts LLC120,333$858K0.0%+10.3%0.000%
4/28/2023 Janney 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%
4/20/2023Hennion & 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%
(Data available from 1/1/2016 forward)

FT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FT shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Franklin Universal Trust. The most heavily invested institutionals were Moloney Securities Asset Management LLC ($5.21M), LPL Financial LLC ($4.72M), Koshinski Asset Management Inc. ($2.36M), Stifel Financial Corp ($2.00M), Hennion & Walsh Asset Management Inc. ($1.95M), Advisors Asset Management Inc. ($1.62M), and Uncommon Cents Investing LLC ($1.38M).Learn more on Franklin Universal Trust's institutional investors.

Which institutional investors have been buying Franklin Universal Trust's stock?

Of the 30 institutional investors that purchased Franklin Universal Trust's 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), Raymond James Financial Inc. ($168.02K), Hennion & Walsh Asset Management Inc. ($142.56K), Commonwealth Equity Services LLC ($131.56K), Sanctuary Advisors LLC ($128.24K), Moloney Securities Asset Management LLC ($120.99K), and Cetera Advisors LLC ($77.48K).

How much institutional buying is happening at Franklin Universal Trust?

Institutional investors have bought a total of 666,259 shares in the last 24 months. This purchase volume represents approximately $4.87M in transactions.

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

Of the 17 institutional investors that sold Franklin Universal Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($67.30K), Westchester Capital Management LLC ($66.49K), Landscape Capital Management L.L.C. ($49.16K), Wolverine Asset Management LLC ($45.31K), Ashton Thomas Securities LLC ($42.40K), LPL Financial LLC ($26.31K), and Shaker Financial Services LLC ($22.18K).

How much institutional selling is happening at Franklin Universal Trust?

Institutional investors have sold a total of 393,151 shares in the last 24 months. This volume of shares sold represents approximately $2.92M in transactions.


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This page (NYSE:FT) was last updated on 8/2/2025 by MarketBeat.com Staff
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