Who owns Franklin Universal Trust?
- Ticker: FT
- CUSIP Number: 355145103
Tip: Access positions for across all investors
Analyze quarterly positions in Franklin Universal Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Franklin Universal Trust this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Moloney Securities Asset Management | 627k | $4.2M | 11% | Mar 2024 |
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LPL Financial | 589k | $3.9M | 70% | Mar 2024 |
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Koshinski Asset Management | 355k | $2.4M | -35% | Mar 2024 |
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Stifel Financial | 254k | $1.7M | -3% | Mar 2024 |
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Morgan Stanley | 223k | $2.5M | -35% | Mar 2024 |
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Hennion & Walsh Asset Management | 221k | $1.5M | 20% | Mar 2024 |
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Westchester Capital Management | 185k | $1.2M | 0% | Mar 2024 |
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Wells Fargo & Company | 174k | $1.2M | -1% | Mar 2024 |
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Advisor Group Holdings | 173k | $1.1M | -4% | Mar 2024 |
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Uncommon Cents Investing | 165k | $1.1M | 2% | Mar 2024 |
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Wolverine Asset Management | 140k | $933k | 98% | Mar 2024 |
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Integrated Wealth Concepts | 113k | $752k | -3% | Mar 2024 |
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Janney Montgomery Scott | 99k | $660k | -31% | Mar 2024 |
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Landscape Capital Management | 84k | $560k | 90% | Mar 2024 |
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UBS Group | 79k | $527k | -19% | Mar 2024 |
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Raymond James & Associates | 51k | $338k | 1% | Mar 2024 |
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Shaker Financial Services | 44k | $293k | 88% | Mar 2024 |
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Clear Creek Financial Management | 27k | $176k | 0% | Mar 2024 |
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Wedbush Morgan Securities | 25k | $163k | 0% | Dec 2023 |
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Royal Bank of Canada | 23k | $155k | 12% | Mar 2024 |
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Commonwealth Equity Services | 20k | $134k | 100% | Mar 2024 |
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Stratos Wealth Partners | 20k | $130k | 0% | Mar 2024 |
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SeaCrest Wealth Management | 19k | $128k | 2% | Mar 2024 |
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Cambridge Investment Research Advisors | 17k | $110k | 1% | Mar 2024 |
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Goss Wealth Management | 15k | $102k | 11% | Mar 2024 |
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PFG Investments | 13k | $85k | 100% | Mar 2024 |
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Geneos Wealth Management | 10k | $69k | -9% | Mar 2024 |
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Pnc Financial Services | 3.2k | $21k | 0% | Mar 2024 |
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Parallel Advisors | 2.8k | $19k | 0% | Mar 2024 |
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CGC Financial Services | 2.4k | $16k | 0% | Mar 2024 |
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Prestige Wealth Management Group | 650.00 | $4.3k | 0% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 500.00 | $3.3k | 0% | Mar 2024 |
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Who sold out of Franklin Universal Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Brian McDonald | Sep 2023 | 18k | $116k |
Susquehanna International | Sep 2023 | 16k | $100k |
Ameriprise Financial | Sep 2023 | 10k | $65k |
IFP Advisors | Sep 2023 | 2.0k | $13k |