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.
Q3 2021 vs. Q2 2021
How the institutions holding Franklin Universal Trust changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 39 | 41 | +2 |
| Shares | 4.57M | 4.33M | −237.8K (−5.2%) |
| Value | $37.8M | $35.1M | −$2.70M (−7.1%) |
New holders (5)
Institutions that held Franklin Universal Trust at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Anfield Capital Management, LLC | 12,565 | $104.0K | 0.03% |
| Cetera Investment Advisers | 12,880 | $104.0K | 0.00% |
| Susquehanna International Group, LLP | 10,270 | $83.0K | 0.00% |
| Proequities, Inc. | 3,481 | $28.0K | 0.00% |
| Citigroup Inc | 2,121 | $17.0K | 0.00% |
Sold out (3)
Institutions that held Franklin Universal Trust at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Guggenheim Capital LLC | 17,256 | $143.0K |
| Western Financial Corporation | 14,418 | $119.0K |
| FNY Investment Advisers, LLC | 10,000 | $82.0K |