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 2024 vs. Q2 2024
How the institutions holding Franklin Universal Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 41 | 46 | +5 |
| Shares | 4.55M | 4.68M | +134.6K (+3.0%) |
| Value | $30.9M | $35.4M | +$4.46M (+14.4%) |
New holders (7)
Institutions that held Franklin Universal Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pathstone Holdings, LLC | 32,195 | $243.4K | 0.00% |
| Susquehanna International Group, LLP | 18,665 | $141.1K | 0.00% |
| Logan Stone Capital, LLC | 12,115 | $91.6K | 0.02% |
| Arete Wealth Advisors, LLC | 11,604 | $88.0K | 0.01% |
| Raymond James Trust N.A. | 10,484 | $79.3K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 9,578 | $72.4K | 0.01% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 679 | $5.13K | 0.00% |
Sold out (2)
Institutions that held Franklin Universal Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Invesco Ltd. | 19,796 | $134.8K |
| Breakwater Investment Management | 775 | $5.28K |