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Franklin Universal Trust (FT) Institutional Ownership

Franklin Universal Trust logo
$7.51 -0.01 (-0.13%)
(As of 11/15/2024 08:54 PM ET)
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Institutional Ownership Changes (13F Filings) for Franklin Universal Trust (NYSE:FT)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$6.06M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.04M
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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
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%
11/12/2024 Raymond 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%
9/5/2024Sanctuary 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%
7/31/2024Commonwealth 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%
7/20/2024 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%
5/9/2024 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%
4/19/2024Uncommon 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%
2/8/2024 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%
1/18/2024Uncommon Cents Investing LLC160,850$1.07M0.4%+4.2%0.000%
1/16/2024Raymond James & Associates50,269$334K0.0%-3.5%0.000%
11/8/2023 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%
10/20/2023Uncommon 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%
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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%
7/20/2023Uncommon 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%
4/14/2023Uncommon Cents Investing LLC144,391$1.03M0.4%+1.7%0.000%
4/14/2023Raymond James & Associates38,435$274K0.0%+8.1%0.000%
4/12/2023 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%
1/13/2023Uncommon 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%
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%
10/18/2022Uncommon Cents Investing LLC133,477$845K0.4%+2.2%0.000%
8/10/2022 Trek Financial LLC11,173$83K0.0%-38.3%0.044%
8/8/2022 Integrated Wealth Concepts LLC88,808$662K0.0%N/A0.353%
8/3/2022 Janney Montgomery Scott LLC62,854$468K0.0%N/A0.000%
8/3/2022 Moloney Securities Asset Management LLC313,674$2.34M0.5%+3.0%0.000%
7/28/2022 CWM LLC6,676$50K0.0%N/A0.000%
7/19/2022 Hennion & Walsh Asset Management Inc.102,171$761K0.0%-1.4%0.000%
7/15/2022Uncommon Cents Investing LLC130,583$973K0.4%+7.8%0.000%
7/8/2022 Foundations Investment Advisors LLC134,884$1.01M0.0%+186.3%0.000%
5/26/2022 Kestra Private Wealth Services LLC40,515$328K0.0%-3.2%0.161%
5/10/2022 Trek Financial LLC18,112$147K0.0%-13.2%0.072%
5/10/2022 Moloney Securities Asset Management LLC304,453$2.47M0.5%+4.8%1.212%
4/20/2022Uncommon Cents Investing LLC121,090$981K0.4%+14.6%0.482%
4/19/2022 Foundations Investment Advisors LLC47,119$378K0.0%+35.0%0.188%
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2/14/2022 Clough Capital Partners L P20,937$177K0.0%-44.7%0.083%
2/10/2022 Shore Point Advisors LLC4,305$36K0.0%N/A0.017%
2/8/2022Raymond James & Associates37,241$315K0.0%-18.5%0.148%
2/7/2022 Shaker Financial Services LLC264,873$2.24M0.8%+14.9%1.054%
2/3/2022 Advisor Group Holdings Inc.147,263$1.25M0.0%+6.6%0.586%
1/27/2022Uncommon Cents Investing LLC105,650$894K0.3%+4.3%0.420%
1/21/2022 Foundations Investment Advisors LLC34,907$288K0.0%+33.7%0.139%
1/21/2022 Kestra Private Wealth Services LLC41,875$354K0.0%-84.4%0.167%
12/8/2021 Moors & Cabot Inc.85,655$978K0.0%N/A0.341%
11/16/2021 Cetera Investment Advisers12,880$104K0.0%N/A0.051%
(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, 24 institutional investors and hedge funds held shares of Franklin Universal Trust. The most heavily invested institutionals were Moloney Securities Asset Management LLC ($5.00M), Hennion & Walsh Asset Management Inc. ($2.46M), Koshinski Asset Management Inc. ($2.36M), Foundations Investment Advisors LLC ($2.00M), Stifel Financial Corp ($1.94M), LPL Financial LLC ($1.47M), and Westchester Capital Management LLC ($1.21M).Learn more on FT's institutional investors.

Which institutional investors have been buying Franklin Universal Trust stock?

Of the 22 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. ($284.77K), Moloney Securities Asset Management LLC ($217.29K), Hennion & Walsh Asset Management Inc. ($193.97K), Wolverine Asset Management LLC ($157.38K), Commonwealth Equity Services LLC ($131.56K), Sanctuary Advisors LLC ($128.24K), and Foundations Investment Advisors LLC ($102.54K).

How much institutional buying is happening at Franklin Universal Trust?

Institutional investors have bought a total of 1,751,034 shares in the last 24 months. This purchase volume represents approximately $11.93M in transactions.

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

Of the 9 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), Shaker Financial Services LLC ($92.49K), Hennion & Walsh Asset Management Inc. ($51.45K), Wolverine Asset Management LLC ($45.31K), Westchester Capital Management LLC ($25K), and Wedbush Securities Inc. ($11.63K).

How much institutional selling is happening at Franklin Universal Trust?

Institutional investors have sold a total of 770,640 shares in the last 24 months. This volume of shares sold represents approximately $5.22M in transactions.


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This page (NYSE:FT) was last updated on 11/18/2024 by MarketBeat.com Staff
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