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 2023 vs. Q2 2023
How the institutions holding Franklin Universal Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 34 | 36 | +2 |
| Shares | 3.29M | 3.49M | +204.7K (+6.2%) |
| Value | $22.1M | $22.2M | +$51.9K (+0.2%) |
New holders (5)
Institutions that held Franklin Universal Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Comerica Bank | 18,200 | $115.6K | 0.00% |
| Susquehanna International Group, LLP | 15,713 | $99.8K | 0.00% |
| Ameriprise Financial Inc | 10,261 | $65.2K | 0.00% |
| IFP Advisors, Inc | 2,000 | $12.7K | 0.00% |
| Wolverine Asset Management LLC | 1,663 | $10.6K | 0.00% |
Sold out (3)
Institutions that held Franklin Universal Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Cetera Advisor Networks LLC | 10,367 | $69.8K |
| Landscape Capital Management, L.L.C. | 10,133 | $68.2K |
| FMR LLC | 1 | $7 |