Franklin Universal TrustFT
13F holders, Q3 2024 (September 30)46holders +5
7new positions
2sold out
$7.56avg. 13F price*
At the end of Q3 2024, 46 institutions reported holding Franklin Universal Trust (FT) in their 13F filings, up 5 from Q2 2024. 7 opened new positions and 2 sold out. The largest holders were Moloney Securities Asset Management, LLC ($5.0M), LPL Financial LLC ($4.9M) and Morgan Stanley ($2.6M).
- Company
- Franklin Universal Trust
- CUSIP
- 355145103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $721K |
| Exits | 2 | $140K |
All 13F filers, Q2 2024 → Q3 2024: 251,668 shares bought and 117,048 shares sold, net +134,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Moloney Securities Asset Management, LLC | 0.67% | Add +1.1% | 660,916 | $5.0M |
| LPL Financial LLC | 0.00% | Add +2.0% | 650,290 | $4.9M |
| Morgan Stanley | 0.00% | Add +1.0% | 346,249 | $2.6M |
| Koshinski Asset Management, Inc. | 0.22% | Add +0.1% | 341,884 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +24.4% | 325,826 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +4.5% | 256,582 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +12.3% | 181,871 | $1.4M |
| Uncommon Cents Investing LLC | 0.36% | Add +1.2% | 170,479 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.8% | 166,534 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 162,843 | $1.2M |
| Westchester Capital Management, LLC | 0.06% | Reduce -13.5% | 159,920 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.1% | 125,499 | $961K |
| Integrated Wealth Concepts LLC | 0.01% | Add +11.9% | 126,722 | $958K |
| UBS Group AG | 0.00% | Reduce -0.6% | 107,132 | $810K |
| Wolverine Asset Management LLC | 0.08% | Reduce -31.1% | 100,329 | $758K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.0% | 97,123 | $734K |
| Cetera Investment Advisers | 0.00% | Reduce -8.0% | 83,786 | $633K |
| Landscape Capital Management, L.L.C. | 0.06% | Reduce -12.0% | 82,268 | $622K |
| Raymond James & Associates | 0.00% | Add +0.4% | 63,273 | $478K |
| Ashton Thomas Securities, LLC | 0.08% | No change | 57,550 | $435K |
| Shaker Financial Services, LLC | 0.11% | Add +3.4% | 40,146 | $304K |
| Independent Financial Group, LLC | 0.01% | Add +2.8% | 39,439 | $298K |
| Pathstone Holdings, LLC | 0.00% | New | 32,195 | $243K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.7% | 30,185 | $228K |
| HighTower Advisors, LLC | 0.00% | Add +4.9% | 28,804 | $218K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 26,453 | $200K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.7% | 19,988 | $151K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 19,300 | $146K |
| Royal Bank of Canada | 0.00% | Reduce -11.7% | 18,796 | $142K |
| Susquehanna International Group, LLP | 0.00% | New | 18,665 | $141K |
| Wedbush Securities Inc. | 0.00% | No change | 17,520 | $132K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 17,158 | $130K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.0% | 16,761 | $127K |
| Creative Planning | 0.00% | Add +0.1% | 12,916 | $98K |
| PFG Investments, LLC | 0.01% | Reduce -5.1% | 12,258 | $93K |
| Logan Stone Capital, LLC | 0.02% | New | 12,115 | $92K |
| Arete Wealth Advisors, LLC | 0.01% | New | 11,604 | $88K |
| Raymond James Trust N.A. | 0.00% | New | 10,484 | $79K |
| Geneos Wealth Management Inc. | 0.00% | No change | 10,444 | $79K |
| Blue Bell Private Wealth Management, LLC | 0.01% | New | 9,578 | $72K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,202 | $24K |
| CGC Financial Services, LLC | 0.01% | No change | 2,413 | $18K |
| Bessemer Group Inc. | 0.00% | Add +9.4% | 848 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 714 | $5K |
| Avior Wealth Management, LLC | 0.00% | New | 679 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $4K |
"% of holder's portfolio" is FT's weight in each manager's 13F, not the share of Franklin Universal Trust the manager owns.