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Franklin Universal Trust (FT) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Franklin Universal Trust (NYSE:FT)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$3.84M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.15M
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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
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%
2/7/2024Shaker 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%
1/18/2024 Uncommon Cents Investing LLC160,850$1.07M0.4%+4.2%0.000%
1/16/2024 Raymond 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%
10/27/2023 Hennion & Walsh Asset Management Inc.148,961$946K0.1%-21.1%0.000%
10/24/2023 Raymond James & Associates52,094$331K0.0%+6.6%0.000%
10/20/2023 Uncommon Cents Investing LLC154,340$980K0.4%+5.6%0.000%
10/18/2023Koshinski 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%
7/31/2023 Moloney 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%
7/26/2023 Janney Montgomery Scott LLC232,716$1.57M0.0%+5.1%0.000%
7/25/2023 Raymond 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%
5/8/2023Shaker 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%
4/20/2023 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%
4/14/2023 Raymond James & Associates38,435$274K0.0%+8.1%0.000%
4/12/2023Koshinski Asset Management Inc.535,906$3.82M0.4%+5.8%0.000%
4/11/2023 RVW 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%
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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%
2/1/2023 Janney Montgomery Scott LLC218,967$1.47M0.0%+9.7%0.000%
1/31/2023Wedbush Securities Inc.21,230$143K0.0%-17.9%0.000%
1/30/2023 Moloney 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%
1/13/2023 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%
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%
10/31/2022 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%
10/25/2022 Raymond 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%
10/18/2022 Uncommon 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%
8/3/2022 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%
7/15/2022 Uncommon Cents Investing LLC130,583$973K0.4%+7.8%0.000%
7/8/2022Foundations 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%
5/10/2022Trek 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%
4/20/2022 Uncommon 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%
2/10/2022 Shore Point Advisors LLC4,305$36K0.0%N/A0.017%
2/8/2022 Raymond 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%
1/27/2022 Uncommon Cents Investing LLC105,650$894K0.3%+4.3%0.420%
1/21/2022Foundations 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%
12/8/2021Moors & Cabot Inc.85,655$978K0.0%N/A0.341%
11/16/2021Cetera Investment Advisers12,880$104K0.0%N/A0.051%
11/16/2021 SeaCrest Wealth Management LLC18,429$149K0.0%+16.7%0.073%
11/16/2021Clough Capital Partners L P37,883$307K0.0%-41.3%0.151%
11/15/2021Invesco Ltd.345,174$2.80M0.0%-11.1%1.374%
11/12/2021Trek Financial LLC20,861$169K0.0%-15.4%0.083%
11/12/2021 Hennion & Walsh Asset Management Inc.84,831$688K0.0%+62.5%0.338%
11/9/2021 Concourse Financial Group Securities Inc.3,481$28K0.0%N/A0.014%
11/5/2021Moors & Cabot Inc.85,655$978K0.1%N/A0.341%
11/4/2021Anfield Capital Management LLC12,565$104K0.0%N/A0.050%
11/2/2021Shaker Financial Services LLC230,617$1.87M0.7%-22.4%0.918%
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11/2/2021 Raymond James & Associates45,697$371K0.0%-29.9%0.182%
10/27/2021 Moloney Securities Asset Management LLC290,626$2.36M0.4%-2.5%1.156%
10/21/2021 Kestra Private Wealth Services LLC269,155$2.18M0.1%-1.3%1.071%
10/12/2021Koshinski Asset Management Inc.462,152$3.75M0.3%+58.5%1.839%
8/17/2021Wells Fargo & Company MN560,735$4.64M0.0%+3.8%2.231%
8/17/2021Invesco Ltd.388,140$3.21M0.0%+0.9%1.545%
8/16/2021Royal Bank of Canada76,772$636K0.0%+4.8%0.305%
8/16/2021Morgan Stanley892,494$7.39M0.0%+1.1%3.552%
8/13/2021LPL Financial LLC68,566$568K0.0%+3.2%0.273%
8/13/2021Stifel Financial Corp288,795$2.39M0.0%+4.0%1.149%
(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, 20 institutional investors and hedge funds held shares of Franklin Universal Trust. The most heavily invested institutionals were Moloney Securities Asset Management LLC ($4.16M), Koshinski Asset Management Inc. ($2.36M), Foundations Investment Advisors LLC ($2.00M), LPL Financial LLC ($1.47M), Hennion & Walsh Asset Management Inc. ($1.47M), Uncommon Cents Investing LLC ($1.09M), and Integrated Wealth Concepts LLC ($858K).Learn more on FT's institutional investors.

Which institutional investors have been buying Franklin Universal Trust stock?

Of the 17 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), Janney Montgomery Scott LLC ($243.73K), Foundations Investment Advisors LLC ($233.29K), Moloney Securities Asset Management LLC ($209.26K), Wolverine Asset Management LLC ($188.02K), Shaker Financial Services LLC ($110.61K), and Integrated Wealth Concepts LLC ($104.88K).

How much institutional buying is happening at Franklin Universal Trust?

Institutional investors have bought a total of 1,762,082 shares in the last 24 months. This purchase volume represents approximately $12.00M in transactions.

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

The following institutional investors have sold Franklin Universal Trust stock in the last 24 months: Koshinski Asset Management Inc. ($400.86K), Janney Montgomery Scott LLC ($144.34K), Shaker Financial Services LLC ($87.18K), Hennion & Walsh Asset Management Inc. ($52.91K), Trek Financial LLC ($9.69K), Wedbush Securities Inc. ($4.62K), and Raymond James & Associates ($3.83K).

How much institutional selling is happening at Franklin Universal Trust?

Institutional investors have sold a total of 704,781 shares in the last 24 months. This volume of shares sold represents approximately $4.71M in transactions.


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This page (NYSE:FT) was last updated on 5/9/2024 by MarketBeat.com Staff

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