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 2024 vs. Q4 2023
How the institutions holding Franklin Universal Trust changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 37 | 35 | −2 |
| Shares | 4.01M | 3.93M | −80.7K (−2.0%) |
| Value | $26.7M | $26.1M | −$571.7K (−2.1%) |
New holders (2)
Institutions that held Franklin Universal Trust at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Commonwealth Equity Services, LLC | 20,105 | $134.0K | 0.00% |
| PFG Investments, LLC | 12,841 | $85.3K | 0.01% |
Sold out (4)
Institutions that held Franklin Universal Trust at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Susquehanna International Group, LLP | 21,867 | $145.4K |
| Comerica Bank | 18,200 | $121.0K |
| Ameriprise Financial Inc | 10,259 | $68.2K |
| Bank of America Corp | 230 | $1.53K |