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 2024 vs. Q1 2024
How the institutions holding Franklin Universal Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 35 | 41 | +6 |
| Shares | 3.93M | 4.55M | +616.2K (+15.7%) |
| Value | $26.1M | $30.9M | +$4.84M (+18.6%) |
New holders (8)
Institutions that held Franklin Universal Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sanctuary Advisors, LLC | 128,240 | $842.5K | 0.01% |
| Ashton Thomas Securities, LLC | 57,550 | $394.2K | 0.10% |
| Kestra Advisory Services, LLC | 29,682 | $202.1K | 0.00% |
| HighTower Advisors, LLC | 27,450 | $179.0K | 0.00% |
| Creative Planning | 12,900 | $87.8K | 0.00% |
| Breakwater Investment Management | 775 | $5.28K | 0.00% |
| Bessemer Group Inc | 775 | $5.00K | 0.00% |
| McIlrath & Eck, LLC | 714 | $4.86K | 0.00% |
Sold out (2)
Institutions that held Franklin Universal Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Parallel Advisors, LLC | 2,800 | $18.6K |
| Prestige Wealth Management Group LLC | 650 | $4.32K |