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 2025 vs. Q4 2024
How the institutions holding Franklin Universal Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 47 | 45 | −2 |
| Shares | 4.74M | 4.45M | −286.8K (−6.1%) |
| Value | $34.7M | $33.5M | −$1.15M (−3.3%) |
New holders (7)
Institutions that held Franklin Universal Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 21,479 | $161.7K | 0.00% |
| Goldman Sachs Group Inc | 15,487 | $116.6K | 0.00% |
| Oppenheimer & Co Inc | 10,720 | $80.7K | 0.00% |
| MB, Levis & Associates, LLC | 10,269 | $77.3K | 0.04% |
| Bank of America Corp | 2,800 | $21.1K | 0.00% |
| North Capital, Inc. | 2,413 | $18.2K | 0.02% |
| Mather Group, LLC. | 1,534 | $11.6K | 0.00% |
Sold out (9)
Institutions that held Franklin Universal Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Sanctuary Advisors, LLC | 118,249 | $892.8K |
| Janney Montgomery Scott LLC | 118,611 | $867.0K |
| Noble Wealth Management PBC | 29,000 | $212.0K |
| Kestra Advisory Services, LLC | 20,078 | $146.8K |
| Bridgewealth Advisory Group, LLC | 14,910 | $113.3K |
| Wedbush Securities Inc | 10,800 | $79.0K |
| CGC Financial Services, LLC | 2,413 | $17.6K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,019 | $7.45K |
| Bessemer Group Inc | 860 | $6.00K |