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 2022 vs. Q1 2022
How the institutions holding Franklin Universal Trust changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 31 | 1 | 31 | +1 |
| Shares | 3.39M | 31.9K | 3.52M | +153.4K (+4.6%) |
| Value | $27.5M | $258.0K | $26.2M | −$1.02M (−3.8%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 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 Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Integrated Wealth Concepts LLC | 88,808 | $662.0K | 0.02% |
| Janney Montgomery Scott LLC | 62,854 | $468.0K | 0.00% |
| Cetera Advisor Networks LLC | 11,067 | $83.0K | 0.00% |
| CWM, LLC | 6,676 | $50.0K | 0.00% |
Sold out (3)
Institutions that held Franklin Universal Trust at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Kestra Private Wealth Services, LLC | 40,515 | $328.0K |
| Prospera Financial Services Inc | 26,430 | $214.0K |
| Cetera Investment Advisers | 16,672 | $135.0K |
Not filed for Q2 2022 yet (1)
Institutions that held Franklin Universal Trust at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 31,905 | $258.0K |