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.
Q4 2021 vs. Q3 2021
How the institutions holding Franklin Universal Trust changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 41 | 1 | 38 | −2 |
| Shares | 4.33M | 17.5K | 3.90M | −408.9K (−9.5%) |
| Value | $35.1M | $142.0K | $33.0M | −$1.96M (−5.6%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Franklin Universal Trust at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ameriprise Financial Inc | 130,610 | $1.10M | 0.00% |
| Citadel Advisors LLC | 18,640 | $158.0K | 0.00% |
| GWM Advisors LLC | 13,900 | $118.0K | 0.00% |
| Shore Point Advisors, LLC | 4,305 | $36.0K | 0.03% |
Sold out (6)
Institutions that held Franklin Universal Trust at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Harbour Investments, Inc. | 206,636 | $1.68M |
| Janney Montgomery Scott LLC | 12,866 | $104.0K |
| Proequities, Inc. | 3,481 | $28.0K |
| Citigroup Inc | 2,121 | $17.0K |
| Enterprise Trust & Investment Co | 1,000 | $8.00K |
| Arkadios Wealth Advisors | 246 | $1.00K |
Not filed for Q4 2021 yet (1)
Institutions that held Franklin Universal Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mid Atlantic Financial Management Inc | 17,500 | $142.0K |