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Franklin Universal Trust (FT) Institutional Ownership

Franklin Universal Trust logo
$8.06 +0.02 (+0.19%)
Closing price 06/29/2026 03:58 PM Eastern
Extended Trading
$8.07 +0.01 (+0.06%)
As of 06/29/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Franklin Universal Trust (NYSE:FT)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$10.01M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.00M
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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
5/13/2026Cetera Investment Advisers72,311$579K0.0%-33.3%0.288%
5/6/2026Independent Financial Group LLC12,362$99K0.0%N/A0.049%
2/19/2026Invesco Ltd.24,001$192K0.0%+7.6%0.096%
2/18/2026Evolve Private Wealth LLC112,381$899K0.1%N/A0.447%
2/17/2026Cetera Investment Advisers108,336$867K0.0%+10.5%0.431%
2/17/2026Osaic Holdings Inc.94,066$753K0.0%-7.8%0.374%
2/13/2026Stifel Financial Corp359,550$2.88M0.0%-5.6%1.431%
2/13/2026Wells Fargo & Company MN109,700$878K0.0%+3.0%0.437%
2/12/2026Advisors Asset Management Inc.689,053$5.51M0.1%+60.5%2.742%
2/12/2026Commonwealth Equity Services LLC242,061$1.94M0.0%+43.2%0.963%
2/11/2026Janney Montgomery Scott LLC255,823$2.05M0.0%+10.2%1.018%
2/11/2026LPL Financial LLC635,694$5.09M0.0%-7.1%2.530%
2/10/2026Thoroughbred Financial Services LLC22,029$176K0.0%N/A0.088%
2/9/2026Harbour Investments Inc.51,496$412K0.0%+15.1%0.205%
2/6/2026PNC Financial Services Group Inc.3,202$26K0.0%-38.1%0.013%
2/5/2026Northwestern Mutual Wealth Management Co.295,314$2.36M0.0%+58,962.8%1.175%
2/4/2026Bridgewealth Advisory Group LLC11,173$89K0.0%-25.1%0.044%
2/3/2026Koshinski Asset Management Inc.326,444$2.61M0.2%-1.2%1.299%
2/2/2026Ashton Thomas Securities LLC10,150$81K0.0%-33.0%0.040%
1/15/2026Uncommon Cents Investing LLC185,420$1.48M0.4%+1.5%0.738%
1/14/2026Hennion & Walsh Asset Management Inc.128,340$1.03M0.0%-39.2%0.511%
1/14/2026Spire Wealth Management4,940$40K0.0%N/A0.020%
1/13/2026CoreCap Advisors LLC24,242$194K0.0%-10.6%0.096%
1/5/2026Noble Wealth Management PBC4,000$32K0.0%N/A0.016%
12/22/2025PMG Family Office LLC11,552$93K0.1%N/A0.046%
11/17/2025Integrated Wealth Concepts LLC124,857$1.00M0.0%-1.4%0.497%
11/17/2025Elevation Point Wealth Partners LLC24,463$197K0.0%N/A0.097%
11/17/2025Ameriprise Financial Inc.16,546$133K0.0%N/A0.066%
11/14/2025Raymond James Financial Inc.53,901$433K0.0%-15.5%0.214%
11/13/2025UBS Group AG115,229$926K0.0%-24.3%0.459%
11/10/2025Koshinski Asset Management Inc.330,329$2.66M0.2%-3.4%1.314%
11/7/2025PNC Financial Services Group Inc.5,174$42K0.0%+61.6%0.021%
11/6/2025Advisors 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%
11/5/2025Envestnet Asset Management Inc.42,616$343K0.0%N/A0.170%
10/22/2025Shaker Financial Services LLC15,756$127K0.0%-77.8%0.063%
10/22/2025CoreCap Advisors LLC27,109$218K0.0%+535.6%0.108%
10/22/2025Hennion & Walsh Asset Management Inc.211,183$1.70M0.1%-1.0%0.840%
10/22/2025Blue Bell Private Wealth Management LLC5,300$43K0.0%-29.3%0.021%
10/16/2025Uncommon Cents Investing LLC182,662$1.47M0.4%+0.9%0.727%
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9/4/2025Osaic Holdings Inc.110,291$840K0.0%-2.1%0.439%
8/14/2025Raymond James Financial Inc.63,780$486K0.0%+2.3%0.254%
8/12/2025Advisors Asset Management Inc.211,670$1.61M0.0%-1.3%0.842%
8/5/2025Shaker Financial Services LLC70,883$540K0.2%+106.6%0.282%
8/4/2025Bridgewealth Advisory Group LLC14,910$114K0.0%N/A0.059%
8/4/2025Wolverine Asset Management LLC4,584$35K0.0%N/A0.018%
7/31/2025Moloney Securities Asset Management LLC683,165$5.21M0.6%+1.8%2.719%
7/23/2025Clear Creek Financial Management LLC29,453$224K0.0%+11.3%0.117%
7/21/2025Ashton Thomas Securities LLC15,150$115K0.0%-71.7%0.060%
7/17/2025Uncommon 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%
5/15/2025Ashton 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%
1/16/2025Uncommon Cents Investing LLC172,402$1.26M0.4%+1.1%0.686%
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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%


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), Commonwealth Equity Services LLC ($204.59K), Raymond James Financial Inc. ($169.48K), Sanctuary Advisors LLC ($128.24K), Evolve Private Wealth LLC ($112.38K), and Hennion & Walsh Asset Management Inc. ($105.16K).

Institutional investors have bought a total of 1,255,954 shares in the last 24 months. This purchase volume represents approximately $10.01M in transactions.

Of the 16 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. ($85.03K), Shaker Financial Services LLC ($55.13K), LPL Financial LLC ($48.50K), Ashton Thomas Securities LLC ($43.40K), UBS Group AG ($36.90K), Cetera Investment Advisers ($36.03K), and Stifel Financial Corp ($21.19K).

Institutional investors have sold a total of 377,402 shares in the last 24 months. This volume of shares sold represents approximately $3.00M in transactions.


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This page (NYSE:FT) was last updated on 6/30/2026 by MarketBeat.com Staff.
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