Franklin Universal TrustFT
13F holders, Q2 2024 (June 30)41holders +6
6new positions
2sold out
$6.80avg. 13F price*
At the end of Q2 2024, 41 institutions reported holding Franklin Universal Trust (FT) in their 13F filings, up 6 from Q1 2024. 6 opened new positions and 2 sold out. The largest holders were Moloney Securities Asset Management, LLC ($4.5M), LPL Financial LLC ($4.3M) and Koshinski Asset Management, Inc. ($2.3M).
- Company
- Franklin Universal Trust
- CUSIP
- 355145103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $484K |
| Exits | 2 | $23K |
All 13F filers, Q1 2024 → Q2 2024: 504,743 shares bought and 74,298 shares sold, net +430,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Moloney Securities Asset Management, LLC | 0.65% | Add +4.3% | 653,758 | $4.5M |
| LPL Financial LLC | 0.00% | Add +8.3% | 637,471 | $4.3M |
| Koshinski Asset Management, Inc. | 0.22% | Reduce -3.7% | 341,525 | $2.3M |
| Morgan Stanley | 0.00% | Add +53.8% | 342,742 | $2.3M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +18.7% | 262,024 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 245,535 | $1.7M |
| Westchester Capital Management, LLC | 0.05% | No change | 184,920 | $1.3M |
| Uncommon Cents Investing LLC | 0.36% | Add +2.3% | 168,431 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -6.0% | 163,774 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.3% | 161,900 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +654.4% | 151,663 | $1.0M |
| Wolverine Asset Management LLC | 0.10% | Add +3.7% | 145,638 | $992K |
| Sanctuary Advisors, LLC | 0.01% | — | 128,240 | $843K |
| Integrated Wealth Concepts LLC | 0.01% | No change | 113,228 | $771K |
| UBS Group AG | 0.00% | Add +35.8% | 107,819 | $734K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.2% | 95,182 | $648K |
| Landscape Capital Management, L.L.C. | 0.05% | Add +10.8% | 93,459 | $636K |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 91,087 | $620K |
| Raymond James & Associates | 0.00% | Add +23.8% | 63,031 | $429K |
| Ashton Thomas Securities, LLC | 0.10% | — | 57,550 | $394K |
| Shaker Financial Services, LLC | 0.11% | Reduce -12.0% | 38,813 | $264K |
| Independent Financial Group, LLC | 0.01% | Reduce -8.3% | 38,377 | $261K |
| Kestra Advisory Services, LLC | 0.00% | New | 29,682 | $202K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 26,453 | $180K |
| HighTower Advisors, LLC | 0.00% | New | 27,450 | $179K |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 21,284 | $145K |
| Invesco Ltd. | 0.00% | Reduce -20.8% | 19,796 | $135K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.8% | 19,661 | $134K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.0% | 19,300 | $131K |
| Wedbush Securities Inc. | 0.00% | Reduce -28.6% | 17,520 | $119K |
| NewEdge Advisors, LLC | 0.00% | Add +9.9% | 16,936 | $115K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 16,737 | $114K |
| PFG Investments, LLC | 0.01% | Add +0.6% | 12,912 | $88K |
| Creative Planning | 0.00% | New | 12,900 | $88K |
| Geneos Wealth Management Inc. | 0.00% | No change | 10,444 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,202 | $22K |
| CGC Financial Services, LLC | 0.01% | No change | 2,413 | $16K |
| Breakwater Investment Management | 0.00% | New | 775 | $5K |
| Bessemer Group Inc. | 0.00% | New | 775 | $5K |
| McIlrath & Eck, LLC | 0.00% | New | 714 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 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.