Free Trial
→ 5 Stocks Poised to Soar Under Trump's Presidency (From Darwin) (Ad) Free FT Stock Alerts

Franklin Universal Trust (FT) Institutional Ownership

Franklin Universal Trust logo
$7.80 -0.01 (-0.13%)
As of 11:01 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$5.89M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$2.92M
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

Franklin Universal Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/7/2025MB 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%
4/30/2025Moloney Securities Asset Management LLC671,033$5.05M0.7%-0.3%2.670%
4/30/2025Stratos 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%
4/23/2025Oppenheimer & Co. Inc.10,720$81K0.0%N/A0.043%
4/22/2025Cambridge 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%
1/31/2025Sanctuary Advisors LLC118,249$893K0.0%-5.8%0.471%
Critical AI announcement set to ignite AI 2.0 (Ad)

I just put together an urgent new presentation that you need to see right away. In short: I believe we are mere days away from a critical announcement from a key tech leader… One that will officially ignite “AI 2.0” – and potentially send a whole new class of stocks soaring.

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
1/28/2025Moloney 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%
10/30/2024Moloney 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%
7/30/2024Moloney 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%
5/9/2024Koshinski 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%
5/1/2024 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%
1/29/2024Koshinski 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%
1/16/2024Raymond 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%
10/18/2023Koshinski 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%
7/26/2023 Janney Montgomery Scott LLC232,716$1.57M0.0%+5.1%0.000%
7/25/2023Raymond James & Associates48,879$329K0.0%+27.2%0.000%
7/20/2023 Uncommon Cents Investing LLC146,211$984K0.3%+1.3%0.000%
I warned you about Nvidia… now look what’s happening (Ad)

Nvidia just got Trump’s greenlight to sell high-powered AI chips to China — and their stock surged 5% before the open. That’s the kind of move Tim Sykes built his XGPT system to trade. It scans AI news in real time, filters the noise, and pinpoints when to strike. He’s now showing exactly how it works — before the next headline hits.

Watch how Tim Sykes trades AI headlines for real gains
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%
4/28/2023 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%
4/12/2023Koshinski Asset Management Inc.535,906$3.82M0.4%+5.8%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 ($5.05M), 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 ($123.68K), and LPL Financial LLC ($85.56K).

How much institutional buying is happening at Franklin Universal Trust?

Institutional investors have bought a total of 817,720 shares in the last 24 months. This purchase volume represents approximately $5.89M 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.


Related Companies

This page (NYSE:FT) was last updated on 7/25/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Treasury Secretary Bessent Is Betting Big on Gold
When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...
Golden Portfolio | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored