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Get Institutions for : 
Franklin Universal Trust (FT)  
$6.89 0.07 (1.03%) as of 4:30 Fri 5/31


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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
$6.27  
Last Quarter's Ending Price : 
$6.65  
Last Quarter's Average Price
$6.40  
Change from last quarter's     
avg. price to the last closing  : 
0.49 (7.66%)  




 
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: 
3-31-2022 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 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
   Koshinski Asset Management Inc. 92 - 2024-03-31 354,786 $2,356,000 -188,914
   STIFEL FINANCIAL CORP 1842 - 2024-03-31 254,322 $1,689,000 -7,641
   MORGAN STANLEY 4605 - 2024-03-31 222,845 $1,480,000 -119,100
   WELLS FARGO & CO/MN 2908 - 2024-03-31 174,297 $1,157,000 -928
   Advisor Group Holdings Inc. 2195 - 2024-03-31 172,780 $1,147,000 -6,346
   Integrated Wealth Concepts LLC 870 - 2024-03-31 113,228 $752,000 -814
   JANNEY MONTGOMERY SCOTT LLC 1757 - 2024-03-31 99,388 $660,000 -43,885
   UBS Group AG 4051 - 2024-03-31 79,399 $527,000 -18,925
   INVESCO LTD 3556 - 2024-03-31 24,987 $166,000 -11
   Geneos Wealth Management Inc. 965 - 2024-03-31 10,444 $69,000 -1,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2870 - 2024-03-31 500 $3,000 -8,674

  11 Records found
  1    
  Page 1 of 1
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