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.
Q4 2023 vs. Q3 2023
How the institutions holding Franklin Universal Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 36 | 37 | +1 |
| Shares | 3.49M | 4.01M | +519.1K (+14.9%) |
| Value | $22.2M | $26.7M | +$4.50M (+20.3%) |
New holders (4)
Institutions that held Franklin Universal Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Investment Advisers | 75,249 | $500.4K | 0.00% |
| Landscape Capital Management, L.L.C. | 44,412 | $295.3K | 0.03% |
| CGC Financial Services, LLC | 2,413 | $16.1K | 0.01% |
| Bank of America Corp | 230 | $1.53K | 0.00% |
Sold out (3)
Institutions that held Franklin Universal Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| First Pacific Financial | 2,881 | $18.3K |
| IFP Advisors, Inc | 2,000 | $12.7K |
| Ronald Blue Trust, Inc. | 375 | $3.00K |