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Get Institutions for : 
Franklin Universal Trust (FT)  
$6.91 0.03 (0.44%) as of 4:30 Tue 5/21


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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  : 
0.51 (7.97%)  




 
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
   MULTIFINANCIAL SECURITIES CORP 1574 *New 2024-03-31 77,484 $514,000 77,484
   COMMONWEALTH EQUITY SERVICES LLC. 3690 *New 2024-03-31 20,105 $134,000 20,105
   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
   Ahrens Investment Partners LLC 603 *New 2023-03-31 1,500 $11,000 1,500

  5 Records found
  1    
  Page 1 of 1
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