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Franklin Universal Trust (FT) Institutional Ownership

Franklin Universal Trust logo
$7.69 -0.04 (-0.52%)
As of 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin Universal Trust (NYSE:FT)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$9.43M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.08M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.75,903$612K0.0%-38.8%0.302%
5/13/2026 Cetera Investment Advisers72,311$579K0.0%-33.3%0.288%
5/6/2026 Independent Financial Group LLC12,362$99K0.0%N/A0.049%
2/19/2026 Invesco Ltd.24,001$192K0.0%+7.6%0.096%
2/18/2026 Evolve Private Wealth LLC112,381$899K0.1%N/A0.447%
2/17/2026 Cetera Investment Advisers108,336$867K0.0%+10.5%0.431%
2/17/2026 Osaic Holdings Inc.94,066$753K0.0%-7.8%0.374%
2/13/2026 Stifel Financial Corp359,550$2.88M0.0%-5.6%1.431%
2/13/2026 Wells Fargo & Company MN109,700$878K0.0%+3.0%0.437%
2/12/2026 Advisors Asset Management Inc.689,053$5.51M0.1%+60.5%2.742%
2/12/2026 Commonwealth Equity Services LLC242,061$1.94M0.0%+43.2%0.963%
2/11/2026 Janney Montgomery Scott LLC255,823$2.05M0.0%+10.2%1.018%
2/11/2026 LPL Financial LLC635,694$5.09M0.0%-7.1%2.530%
2/10/2026 Thoroughbred Financial Services LLC22,029$176K0.0%N/A0.088%
2/9/2026 Harbour Investments Inc.51,496$412K0.0%+15.1%0.205%
2/6/2026 PNC Financial Services Group Inc.3,202$26K0.0%-38.1%0.013%
2/5/2026 Northwestern Mutual Wealth Management Co.295,314$2.36M0.0%+58,962.8%1.175%
2/4/2026 Bridgewealth Advisory Group LLC11,173$89K0.0%-25.1%0.044%
2/3/2026 Koshinski Asset Management Inc.326,444$2.61M0.2%-1.2%1.299%
2/2/2026 Ashton Thomas Securities LLC10,150$81K0.0%-33.0%0.040%
1/15/2026 Uncommon Cents Investing LLC185,420$1.48M0.4%+1.5%0.738%
1/14/2026 Hennion & Walsh Asset Management Inc.128,340$1.03M0.0%-39.2%0.511%
1/14/2026 Spire Wealth Management4,940$40K0.0%N/A0.020%
1/13/2026 CoreCap Advisors LLC24,242$194K0.0%-10.6%0.096%
1/5/2026 Noble Wealth Management PBC4,000$32K0.0%N/A0.016%
12/22/2025 PMG Family Office LLC11,552$93K0.1%N/A0.046%
11/17/2025 Integrated Wealth Concepts LLC124,857$1.00M0.0%-1.4%0.497%
11/17/2025 Elevation Point Wealth Partners LLC24,463$197K0.0%N/A0.097%
11/17/2025 Ameriprise Financial Inc.16,546$133K0.0%N/A0.066%
11/14/2025 Raymond James Financial Inc.53,901$433K0.0%-15.5%0.214%
11/13/2025 UBS Group AG115,229$926K0.0%-24.3%0.459%
11/10/2025 Koshinski Asset Management Inc.330,329$2.66M0.2%-3.4%1.314%
11/7/2025 PNC Financial Services Group Inc.5,174$42K0.0%+61.6%0.021%
11/6/2025 Advisors Asset Management Inc.429,450$3.45M0.1%+102.9%1.709%
11/5/2025Moloney Securities Asset Management LLC691,160$5.56M0.7%+1.2%2.750%
11/5/2025 Envestnet Asset Management Inc.42,616$343K0.0%N/A0.170%
10/22/2025 Shaker Financial Services LLC15,756$127K0.0%-77.8%0.063%
10/22/2025 CoreCap Advisors LLC27,109$218K0.0%+535.6%0.108%
10/22/2025 Hennion & Walsh Asset Management Inc.211,183$1.70M0.1%-1.0%0.840%
10/22/2025 Blue Bell Private Wealth Management LLC5,300$43K0.0%-29.3%0.021%
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10/16/2025 Uncommon Cents Investing LLC182,662$1.47M0.4%+0.9%0.727%
9/4/2025 Osaic Holdings Inc.110,291$840K0.0%-2.1%0.439%
8/14/2025 Raymond James Financial Inc.63,780$486K0.0%+2.3%0.254%
8/12/2025 Advisors Asset Management Inc.211,670$1.61M0.0%-1.3%0.842%
8/5/2025 Shaker Financial Services LLC70,883$540K0.2%+106.6%0.282%
8/4/2025 Bridgewealth Advisory Group LLC14,910$114K0.0%N/A0.059%
8/4/2025 Wolverine Asset Management LLC4,584$35K0.0%N/A0.018%
7/31/2025Moloney 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%
6/27/2025 Goldman 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%
5/15/2025Ashton 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%
4/23/2025Uncommon 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%
2/11/2025Ashton 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%
1/28/2025Moloney Securities Asset Management LLC673,296$4.92M0.7%+1.9%2.679%
1/17/2025Janney Montgomery Scott LLC118,611$867K0.0%+22.1%0.472%
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1/16/2025Uncommon 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%


FT Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Franklin Universal Trust. The most heavily invested institutionals were Moloney Securities Asset Management LLC ($5.56M), Advisors Asset Management Inc. ($5.51M), LPL Financial LLC ($5.09M), Stifel Financial Corp ($2.88M), Koshinski Asset Management Inc. ($2.61M), Northwestern Mutual Wealth Management Co. ($2.36M), and Janney Montgomery Scott LLC ($2.05M).Learn more on Franklin Universal Trust's institutional investors.

Of the 40 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: Advisors Asset Management Inc. ($514.52K), Northwestern Mutual Wealth Management Co. ($294.81K), Raymond James Financial Inc. ($169.48K), Sanctuary Advisors LLC ($128.24K), Evolve Private Wealth LLC ($112.38K), Commonwealth Equity Services LLC ($73.03K), and Hennion & Walsh Asset Management Inc. ($63.80K).

Institutional investors have bought a total of 1,178,913 shares in the last 24 months. This purchase volume represents approximately $9.43M in transactions.

Of the 15 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. ($133.10K), Shaker Financial Services LLC ($55.13K), LPL Financial LLC ($48.50K), UBS Group AG ($36.90K), Cetera Investment Advisers ($36.03K), Stifel Financial Corp ($21.19K), and Koshinski Asset Management Inc. ($15.59K).

Institutional investors have sold a total of 384,243 shares in the last 24 months. This volume of shares sold represents approximately $3.08M in transactions.


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Institutional ownership data for NYSE:FT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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