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Franklin Universal Trust (FT) Institutional Ownership

Franklin Universal Trust logo
$7.58 +0.05 (+0.60%)
As of 01/17/2025 03:57 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Franklin Universal Trust (NYSE:FT)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$6.28M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.52M
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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
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%
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%
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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%
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%
10/18/2022Uncommon Cents Investing LLC133,477$845K0.4%+2.2%0.000%
8/10/2022Trek Financial LLC11,173$83K0.0%-38.3%0.044%
8/8/2022Integrated Wealth Concepts LLC88,808$662K0.0%N/A0.353%
8/3/2022Janney Montgomery Scott LLC62,854$468K0.0%N/A0.000%
8/3/2022Moloney Securities Asset Management LLC313,674$2.34M0.5%+3.0%0.000%
7/28/2022CWM 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%
7/8/2022Foundations Investment Advisors LLC134,884$1.01M0.0%+186.3%0.000%
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5/26/2022Kestra Private Wealth Services LLC40,515$328K0.0%-3.2%0.161%
5/10/2022Trek Financial LLC18,112$147K0.0%-13.2%0.072%
5/10/2022Moloney 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%
4/19/2022Foundations Investment Advisors LLC47,119$378K0.0%+35.0%0.188%
2/14/2022Clough Capital Partners L P20,937$177K0.0%-44.7%0.083%
2/10/2022Shore Point Advisors LLC4,305$36K0.0%N/A0.017%
2/8/2022Raymond James & Associates37,241$315K0.0%-18.5%0.148%
2/7/2022Shaker Financial Services LLC264,873$2.24M0.8%+14.9%1.054%
2/3/2022Advisor Group Holdings Inc.147,263$1.25M0.0%+6.6%0.586%
(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, 25 institutional investors and hedge funds held shares of Franklin Universal Trust. The most heavily invested institutionals were Moloney Securities Asset Management LLC ($5.00M), Koshinski Asset Management Inc. ($2.36M), Foundations Investment Advisors LLC ($2.00M), Stifel Financial Corp ($1.94M), Hennion & Walsh Asset Management Inc. ($1.91M), LPL Financial LLC ($1.47M), 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 23 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 LPL Financial LLC ($101.69K).

How much institutional buying is happening at Franklin Universal Trust?

Institutional investors have bought a total of 1,697,939 shares in the last 24 months. This purchase volume represents approximately $11.60M in transactions.

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

Of the 10 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), 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 825,731 shares in the last 24 months. This volume of shares sold represents approximately $5.63M in transactions.


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This page (NYSE:FT) was last updated on 1/19/2025 by MarketBeat.com Staff
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