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Get Institutions for : 
Franklin Universal Trust (FT)  
$6.88 0.04 (0.58%) as of 4:30 Mon 5/20


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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  : 
0.48 (7.5%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Moloney Securities Asset Management LLC 36 - 2024-03-31 626,915 $4,163,000 62,476
   LPL FINANCIAL CORP 1956 - 2024-03-31 588,476 $3,907,000 78,671
   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
   Hennion & Walsh Asset Management Inc. 328 - 2024-03-31 220,671 $1,465,000 37,408
   WESTCHESTER CAPITAL MANAGEMENT, LLC 136 - 2024-03-31 184,920 $1,228,000 0
   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
   Uncommon Cents Investing LLC 89 - 2024-03-31 164,674 $1,093,000 3,824
   WOLVERINE ASSET MANAGEMENT LLC 286 - 2024-03-31 140,446 $933,000 69,617
   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
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 423 - 2024-03-31 84,360 $560,000 39,948
   UBS Group AG 4051 - 2024-03-31 79,399 $527,000 -18,925
   MULTIFINANCIAL SECURITIES CORP 1574 *New 2024-03-31 77,484 $514,000 77,484
   RAYMOND JAMES & ASSOCIATES 3261 - 2024-03-31 50,908 $338,000 639
   SHAKER FINANCIAL SERVICES, LLC 131 - 2024-03-31 44,121 $293,000 20,699
   Clear Creek Financial Management LLC 403 - 2024-03-31 26,453 $176,000 0
   INVESCO LTD 3556 - 2024-03-31 24,987 $166,000 -11
   WEDBUSH MORGAN SECURITIES INC 1135 - 2024-03-31 24,530 $163,000 0
   ROYAL BANK OF CANADA 4334 - 2024-03-31 23,310 $155,000 2,514
   COMMONWEALTH EQUITY SERVICES LLC. 3690 *New 2024-03-31 20,105 $134,000 20,105
   Stratos Wealth Partners LTD. 1307 - 2024-03-31 19,500 $129,000 0
   SeaCrest Wealth Management LLC 585 - 2024-03-31 19,313 $128,000 350
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3121 - 2024-03-31 16,581 $110,000 159
   Goss Wealth Management LLC 2043 - 2024-03-31 15,409 $102,000 4,109
   PFG Investments LLC 970 *New 2024-03-31 12,841 $85,000 12,841
   FINANCIAL NETWORK 2697 *New 2024-03-31 10,495 $70,000 10,495
   Geneos Wealth Management Inc. 965 - 2024-03-31 10,444 $69,000 -1,000
   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
   Ahrens Investment Partners LLC 603 *New 2023-03-31 1,500 $11,000 1,500
   Prestige Wealth Management Group LLC 641 - 2024-03-31 650 $4,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2870 - 2024-03-31 500 $3,000 -8,674
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5352 *Closed 2024-03-31 0 $0 -21,867
   IFP Advisors Inc 2974 *Closed 2023-12-31 0 $0 -2,000
   PROEQUITIES INC. 8265 - 2024-03-31 0 $0 0
   AMERIPRISE FINANCIAL INC 3876 *Closed 2024-03-31 0 $0 -10,259
   COMERICA BANK 3746 *Closed 2024-03-31 0 $0 -18,200
   BANK OF AMERICA CORP /DE/ 6866 *Closed 2024-03-31 0 $0 -230
   Lumature Wealth Partners LLC 408 *Closed 2023-06-30 0 $0 -540
   Cetera Investment Advisers 2186 *Closed 2024-03-31 0 $0 -75,249
  44 Records found
  1    
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