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 2023 vs. Q4 2022
How the institutions holding Franklin Universal Trust changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 33 | 37 | +4 |
| Shares | 3.68M | 3.77M | +95.0K (+2.6%) |
| Value | $24.7M | $26.9M | +$2.14M (+8.7%) |
New holders (8)
Institutions that held Franklin Universal Trust at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| RVW Wealth, LLC | 46,700 | $333.0K | 0.04% |
| Clear Creek Financial Management, LLC | 26,453 | $188.6K | 0.04% |
| JPMorgan Chase & Co | 8,335 | $59.0K | 0.00% |
| Ahrens Investment Partners LLC | 1,500 | $10.7K | 0.01% |
| Bank of America Corp | 1,287 | $9.18K | 0.00% |
| Ameritas Advisory Services, LLC | 600 | $4.23K | 0.00% |
| Lumature Wealth Partners, LLC | 540 | $3.85K | 0.00% |
| Northwestern Mutual Wealth Management Co | 500 | $3.56K | 0.00% |
Sold out (4)
Institutions that held Franklin Universal Trust at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Wolverine Asset Management LLC | 118,854 | $799.9K |
| Landscape Capital Management, L.L.C. | 16,432 | $110.6K |
| CWM, LLC | 2,693 | $18.0K |
| City Holding Co | 8 | $53 |