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 2024 vs. Q3 2024
How the institutions holding Franklin Universal Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 46 | 2 | 47 | +3 |
| Shares | 4.68M | 73.8K | 4.74M | +131.2K (+2.8%) |
| Value | $35.4M | $557.6K | $34.7M | −$171.9K (−0.5%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Franklin Universal Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 177,358 | $1.30M | 0.02% |
| Raymond James Financial Inc | 84,011 | $614.1K | 0.00% |
| Noble Wealth Management PBC | 29,000 | $212.0K | 0.15% |
| Manske Wealth Management | 21,717 | $158.8K | 0.06% |
| Bridgewealth Advisory Group, LLC | 14,910 | $113.3K | 0.03% |
| Harbour Investments, Inc. | 1,640 | $12.0K | 0.00% |
| CoreCap Advisors, LLC | 1,576 | $11.5K | 0.00% |
Sold out (4)
Institutions that held Franklin Universal Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Wolverine Asset Management LLC | 100,329 | $758.5K |
| Creative Planning | 12,916 | $97.6K |
| Logan Stone Capital, LLC | 12,115 | $91.6K |
| Arete Wealth Advisors, LLC | 11,604 | $88.0K |
Not filed for Q4 2024 yet (2)
Institutions that held Franklin Universal Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 63,273 | $478.3K |
| Raymond James Trust N.A. | 10,484 | $79.3K |