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Get Institutions for : 
Franklin Universal Trust (FT)  
$6.81 0.01 (0.15%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    0
Total shares held : 
3,968,257  
% of shares held : 
15.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
519,058  
% of shares held change : 
  2.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$6.70  
Last Quarter's Ending Price : 
$6.64  
Last Quarter's Average Price
$6.53  
Change from last quarter's     
avg. price to the last closing  : 
0.28 (4.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 77,892
 1.96%
 
Increased Positions :
12
 607,223
 15.3%
 
Unchanged Positions :
11
 312,495
 7.87%
 
Decreased Positions :
11
-160,801
-4.05%
 
Closed Positions :
3
-5,256
-0.13%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WESTCHESTER CAPITAL MANAGEMENT, LLC 136 - 2024-03-31 184,920 $1,228,000 0
   Clear Creek Financial Management LLC 403 - 2024-03-31 26,453 $176,000 0
   WEDBUSH MORGAN SECURITIES INC 1135 - 2024-03-31 24,530 $163,000 0
   Stratos Wealth Partners LTD. 1307 - 2024-03-31 19,500 $129,000 0
   PNC FINANCIAL SERVICES GROUP INC 3395 - 2024-03-31 3,202 $21,000 0
   Parallel Advisors LLC 1994 - 2024-03-31 2,800 $19,000 0
   CGC Financial Services LLC 173 - 2024-03-31 2,413 $16,000 0
   Prestige Wealth Management Group LLC 641 - 2024-03-31 650 $4,000 0
   PROEQUITIES INC. 8265 - 2024-03-31 0 $0 0

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results