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 2023 vs. Q1 2023
How the institutions holding Franklin Universal Trust changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 37 | 1 | 34 | −2 |
| Shares | 3.77M | 1.50K | 3.29M | −483.7K (−12.8%) |
| Value | $26.9M | $10.7K | $22.1M | −$4.76M (−17.7%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Franklin Universal Trust at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Invesco Ltd. | 25,007 | $168.3K | 0.00% |
| Landscape Capital Management, L.L.C. | 10,133 | $68.2K | 0.01% |
| First Pacific Financial | 2,881 | $19.4K | 0.01% |
| Ronald Blue Trust, Inc. | 375 | $3.00K | 0.00% |
| FMR LLC | 1 | $7 | 0.00% |
Sold out (7)
Institutions that held Franklin Universal Trust at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Foundations Investment Advisors, LLC | 280,404 | $2.00M |
| RVW Wealth, LLC | 46,700 | $333.0K |
| Prospera Financial Services Inc | 17,690 | $126.1K |
| JPMorgan Chase & Co | 8,335 | $59.0K |
| Bank of America Corp | 1,287 | $9.18K |
| Ameritas Advisory Services, LLC | 600 | $4.23K |
| Lumature Wealth Partners, LLC | 540 | $3.85K |
Not filed for Q2 2023 yet (1)
Institutions that held Franklin Universal Trust at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 1,500 | $10.7K |