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.
Q1 2022 vs. Q4 2021
How the institutions holding Franklin Universal Trust changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 38 | 1 | 31 | −6 |
| Shares | 3.90M | 3.90K | 3.39M | −503.5K (−12.9%) |
| Value | $33.0M | $33.0K | $27.5M | −$5.48M (−16.6%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (2)
Institutions that held Franklin Universal Trust at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Westchester Capital Management, LLC | 184,920 | $1.50M | 0.05% |
| Parametric Portfolio Associates LLC | 31,905 | $258.0K | 0.00% |
Sold out (8)
Institutions that held Franklin Universal Trust at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Shaker Financial Services, LLC | 264,873 | $2.24M |
| Ameriprise Financial Inc | 130,610 | $1.10M |
| Advisors Asset Management, Inc. | 37,856 | $320.3K |
| Clough Capital Partners L P | 20,937 | $177.0K |
| Citadel Advisors LLC | 18,640 | $158.0K |
| Susquehanna International Group, LLP | 12,657 | $107.0K |
| Anfield Capital Management, LLC | 11,391 | $96.0K |
| Shore Point Advisors, LLC | 4,305 | $36.0K |
Not filed for Q1 2022 yet (1)
Institutions that held Franklin Universal Trust at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| NEXT Financial Group, Inc | 3,900 | $33.0K |