Franklin Universal TrustFT
13F holders, Q1 2024 (March 31)35holders
$6.64avg. 13F price*
At the end of Q1 2024, 35 institutions reported holding Franklin Universal Trust (FT) in their 13F filings. The largest holders were Moloney Securities Asset Management, LLC ($4.2M), LPL Financial LLC ($3.9M) and Koshinski Asset Management, Inc. ($2.4M).
- Company
- Franklin Universal Trust
- CUSIP
- 355145103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $219K |
| Exits | 4 | $336K |
Ownership 35 holders
| Moloney Securities Asset Management, LLC | 0.63% | Add +11.1% | 626,915 | $4.2M |
| LPL Financial LLC | 0.00% | Add +15.4% | 588,476 | $3.9M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -34.8% | 354,786 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 254,322 | $1.7M |
| Morgan Stanley | 0.00% | Reduce -34.8% | 222,845 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +20.4% | 220,671 | $1.5M |
| Westchester Capital Management, LLC | 0.05% | No change | 184,920 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 174,297 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.5% | 172,780 | $1.1M |
| Uncommon Cents Investing LLC | 0.33% | Add +2.4% | 164,674 | $1.1M |
| Wolverine Asset Management LLC | 0.08% | Add +98.3% | 140,446 | $933K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.7% | 113,228 | $752K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -30.6% | 99,388 | $660K |
| Cetera Investment Advisers | 0.00% | Add +16.9% | 87,979 | $584K |
| Landscape Capital Management, L.L.C. | 0.05% | Add +90.0% | 84,360 | $560K |
| UBS Group AG | 0.00% | Reduce -19.3% | 79,399 | $527K |
| Raymond James & Associates | 0.00% | Add +1.3% | 50,908 | $338K |
| Shaker Financial Services, LLC | 0.11% | Add +88.4% | 44,121 | $293K |
| Independent Financial Group, LLC | 0.01% | Add +0.1% | 41,833 | $278K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 26,453 | $176K |
| Invesco Ltd. | 0.00% | Reduce -0.0% | 24,987 | $166K |
| Wedbush Securities Inc. | 0.01% | No change | 24,530 | $163K |
| Royal Bank of Canada | 0.00% | Add +12.1% | 23,310 | $155K |
| Commonwealth Equity Services, LLC | 0.00% | New | 20,105 | $134K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 19,500 | $129K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.9% | 19,313 | $128K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 16,581 | $110K |
| NewEdge Advisors, LLC | 0.00% | Add +36.4% | 15,409 | $102K |
| PFG Investments, LLC | 0.01% | New | 12,841 | $85K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.7% | 10,444 | $69K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,202 | $21K |
| Parallel Advisors, LLC | 0.00% | No change | 2,800 | $19K |
| CGC Financial Services, LLC | 0.01% | No change | 2,413 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 650 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -94.5% | 500 | $3K |
"% of holder's portfolio" is FT's weight in each manager's 13F, not the share of Franklin Universal Trust the manager owns.