Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Franklin Universal Trust (FT)  
$6.62 0.01 (0.15%) as of 4:30 Thu 5/2


Download
     
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  : 
0.22 (3.44%)  




 
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 37 - 2023-12-31 564,439 $3,754,000 68,344
   Koshinski Asset Management Inc. 37 - 2023-12-31 543,700 $3,616,000 176,355
   LPL FINANCIAL CORP 1950 - 2023-12-31 509,805 $3,390,000 163,118
   MORGAN STANLEY 4314 - 2023-12-31 341,945 $2,274,000 -1,819
   STIFEL FINANCIAL CORP 1765 - 2023-12-31 261,963 $1,742,000 29,562
   Hennion & Walsh Asset Management Inc. 328 - 2024-03-31 220,671 $1,465,000 37,408
   WESTCHESTER CAPITAL MANAGEMENT, LLC 151 - 2023-12-31 184,920 $1,230,000 0
   Advisor Group Holdings Inc. 2332 - 2023-12-31 179,126 $1,191,000 -17,711
   WELLS FARGO & CO/MN 2856 - 2023-12-31 175,225 $1,165,000 -6,671
   Uncommon Cents Investing LLC 89 - 2024-03-31 164,674 $1,093,000 3,824
   JANNEY MONTGOMERY SCOTT LLC 1462 - 2023-12-31 143,273 $953,000 -100,452
   Integrated Wealth Concepts LLC 823 - 2023-12-31 114,042 $758,000 -2,763
   UBS Group AG 3734 - 2023-12-31 98,324 $654,000 -9,177
   Cetera Investment Advisers 1488 *New 2023-12-31 75,249 $500,000 75,249
   WOLVERINE ASSET MANAGEMENT LLC 437 - 2023-12-31 70,829 $471,000 69,166
   RAYMOND JAMES & ASSOCIATES 3261 - 2024-03-31 50,908 $338,000 639
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 571 - 2023-12-31 44,412 $295,000 44,412
   Clear Creek Financial Management LLC 403 - 2024-03-31 26,453 $176,000 0
   INVESCO LTD 3471 - 2023-12-31 24,998 $166,000 -291
   WEDBUSH MORGAN SECURITIES INC 988 - 2023-12-31 24,530 $163,000 0
   SHAKER FINANCIAL SERVICES, LLC 148 - 2023-12-31 23,422 $156,000 -17,490
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5049 - 2023-12-31 21,867 $145,000 6,154
   ROYAL BANK OF CANADA 4740 - 2023-12-31 20,796 $138,000 0
   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
   COMERICA BANK 2431 - 2023-12-31 18,200 $121,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3121 - 2024-03-31 16,581 $110,000 159
   PFG Investments LLC 970 *New 2024-03-31 12,841 $85,000 12,841
   Geneos Wealth Management Inc. - 2023-12-31 11,444 $76,000 0
   Goss Wealth Management LLC 2061 - 2023-12-31 11,300 $73,000 -2,600
   AMERIPRISE FINANCIAL INC 3760 - 2023-12-31 10,259 $68,000 -2
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1960 - 2023-12-31 9,174 $61,000 8,674
   PNC FINANCIAL SERVICES GROUP INC 3373 - 2023-12-31 3,202 $21,000 0
   Parallel Advisors LLC 1959 - 2023-12-31 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
   BANK OF AMERICA CORP /DE/ 5934 *New 2023-12-31 230 $2,000 230
   IFP Advisors Inc 2974 *Closed 2023-12-31 0 $0 -2,000
   Ronald Blue Trust Inc. 2596 *Closed 2023-12-31 0 $0 -375
   PROEQUITIES INC. 8658 - 2023-12-31 0 $0 0
   Lumature Wealth Partners LLC 408 *Closed 2023-06-30 0 $0 -540

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