Franklin Universal Trust
FT- Exchange
- NYSE
- SEC CIK
- 0000833040
No open-market purchases or sales by Franklin Universal Trust insiders were filed in the last 90 days; 59 institutions reported holding it in 13F filings for Q2 2026, worth $37.1M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Franklin Universal Trust changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 42 | 39 | −3 |
| Shares | 4.95M | 4.57M | −378.8K (−7.7%) |
| Value | $37.1M | $37.8M | +$717.5K (+1.9%) |
New holders (3)
Institutions that held Franklin Universal Trust at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Clough Capital Partners L P | 64,535 | $534.0K | 0.03% |
| FNY Investment Advisers, LLC | 10,000 | $82.0K | 0.03% |
| Enterprise Trust & Investment Co | 1,000 | $8.00K | 0.00% |
Sold out (6)
Institutions that held Franklin Universal Trust at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Wolverine Asset Management LLC | 82,901 | $621.0K |
| CSS LLC | 15,713 | $118.0K |
| Anfield Capital Management, LLC | 10,958 | $82.0K |
| Cedar Mountain Advisors, LLC | 2,413 | $18.0K |
| Northwestern Mutual Wealth Management Co | 1,456 | $11.0K |
| Ameritas Investment Company, LLC | 200 | $1.50K |