Franklin Universal TrustFT
13F holders, Q4 2024 (December 31)47holders +1
4new positions
4sold out
$7.32avg. 13F price*
At the end of Q4 2024, 47 institutions reported holding Franklin Universal Trust (FT) in their 13F filings, up 1 from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Moloney Securities Asset Management, LLC ($4.9M), LPL Financial LLC ($4.8M) and Morgan Stanley ($2.5M).
- Company
- Franklin Universal Trust
- CUSIP
- 355145103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 4 | $1.0M |
All 13F filers, Q3 2024 → Q4 2024: 308,148 shares bought and 311,658 shares sold, net −3,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Moloney Securities Asset Management, LLC | 0.66% | Add +1.9% | 673,296 | $4.9M |
| LPL Financial LLC | 0.00% | Add +0.3% | 652,535 | $4.8M |
| Morgan Stanley | 0.00% | Add +0.5% | 348,045 | $2.5M |
| Koshinski Asset Management, Inc. | 0.21% | Add +0.1% | 342,280 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +6.6% | 273,464 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -19.7% | 261,755 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +4.0% | 189,212 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | New | 177,358 | $1.3M |
| Uncommon Cents Investing LLC | 0.38% | Add +1.1% | 172,402 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 163,545 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -9.8% | 146,945 | $1.1M |
| Westchester Capital Management, LLC | 0.06% | Reduce -16.3% | 133,917 | $979K |
| Integrated Wealth Concepts LLC | 0.01% | No change | 126,722 | $926K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.8% | 118,249 | $893K |
| UBS Group AG | 0.00% | Add +10.8% | 118,746 | $868K |
| Janney Montgomery Scott LLC | 0.00% | Add +22.1% | 118,611 | $867K |
| Raymond James Financial Inc. | 0.00% | — | 84,011 | $614K |
| Cetera Investment Advisers | 0.00% | Reduce -5.0% | 79,609 | $582K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -30.0% | 57,572 | $421K |
| Ashton Thomas Securities, LLC | 0.11% | Reduce -2.6% | 56,050 | $410K |
| Pathstone Holdings, LLC | 0.00% | Add +69.7% | 54,628 | $399K |
| Shaker Financial Services, LLC | 0.14% | Add +27.5% | 51,188 | $374K |
| Independent Financial Group, LLC | 0.01% | Reduce -7.2% | 36,591 | $267K |
| Noble Wealth Management PBC | 0.15% | — | 29,000 | $212K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 26,453 | $193K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.7% | 25,144 | $184K |
| Manske Wealth Management | 0.06% | — | 21,717 | $159K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.6% | 20,313 | $148K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -33.5% | 20,078 | $147K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 19,300 | $141K |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 18,720 | $137K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.8% | 17,973 | $131K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.8% | 16,286 | $119K |
| Bridgewealth Advisory Group, LLC | 0.03% | New | 14,910 | $113K |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.4% | 15,232 | $111K |
| PFG Investments, LLC | 0.01% | Reduce -6.5% | 11,467 | $84K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +17.0% | 11,210 | $82K |
| Wedbush Securities Inc. | 0.00% | Reduce -38.4% | 10,800 | $79K |
| Geneos Wealth Management Inc. | 0.00% | No change | 10,444 | $76K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,202 | $23K |
| CGC Financial Services, LLC | 0.01% | No change | 2,413 | $18K |
| Harbour Investments, Inc. | 0.00% | New | 1,640 | $12K |
| CoreCap Advisors, LLC | 0.00% | New | 1,576 | $12K |
| Avior Wealth Management, LLC | 0.00% | Add +50.1% | 1,019 | $7K |
| Bessemer Group Inc. | 0.00% | Add +1.4% | 860 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 714 | $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.