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 2022 vs. Q2 2022
How the institutions holding Franklin Universal Trust changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 31 | 34 | +3 |
| Shares | 3.52M | 3.42M | −91.6K (−2.6%) |
| Value | $26.2M | $21.7M | −$4.54M (−17.3%) |
New holders (7)
Institutions that held Franklin Universal Trust at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 35,837 | $226.0K | 0.00% |
| Shaker Financial Services, LLC | 31,007 | $196.0K | 0.10% |
| Jane Street Group, LLC | 28,333 | $179.0K | 0.00% |
| Goldman Sachs Group Inc | 27,200 | $172.0K | 0.00% |
| Susquehanna International Group, LLP | 14,503 | $92.0K | 0.00% |
| Millennium Management LLC | 11,678 | $74.0K | 0.00% |
| Tower Research Capital LLC (TRC) | 149 | $1.00K | 0.00% |
Sold out (4)
Institutions that held Franklin Universal Trust at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Invesco Ltd. | 292,262 | $2.18M |
| Bank of America Corp | 11,789 | $88.0K |
| BCJ Capital Management, LLC | 11,173 | $83.0K |
| CWM, LLC | 6,676 | $50.0K |