Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Franklin Universal Trust (FT)  
$6.88 0.04 (0.58%) as of 4:30 Mon 5/20


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  : 
0.48 (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
   Hennion & Walsh Asset Management Inc. 328 - 2024-03-31 220,671 $1,465,000 37,408
   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
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 423 - 2024-03-31 84,360 $560,000 39,948
   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
   ROYAL BANK OF CANADA 4334 - 2024-03-31 23,310 $155,000 2,514
   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
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us