FT
Franklin Universal Trust
1W: -0.1%
1M: -7.7%
3M: -12.7%
YTD: -10.8%
1Y: -10.5%
3Y: +31.4%
5Y: +14.9%
$7.08
+0.03 (+0.43%)
Weekly Expected Move ±2.0%
$7
$7
$7
$7
$7
Institutional Ownership — FT
62
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
10
New Positions
15
Increased
18
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (70 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 714,801 | $5M | -7,141 | -1.0% | 7Q | SEC ↗ |
| 2 | LPL Financial LLC | 513,856 | $4M | -70,503 | -12.1% | 33Q | SEC ↗ |
| 3 | MORGAN STANLEY | 427,755 | $3M | +32,695 | +8.3% | 60Q | SEC ↗ |
| 4 | STIFEL FINANCIAL CORP | 380,210 | $3M | -2,910 | -0.8% | 45Q | SEC ↗ |
| 5 | Koshinski Asset Management, Inc. | 325,960 | $2M | +613 | +0.2% | 47Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 262,075 | $2M | +5,892 | +2.3% | 4Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 247,480 | $2M | +3,282 | +1.3% | 10Q | SEC ↗ |
| 8 | Uncommon Cents Investing LLC | 191,967 | $1M | +3,749 | +2.0% | 30Q | SEC ↗ |
| 9 | UBS Group AG | 125,006 | $885K | +3,682 | +3.0% | 47Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 113,636 | $805K | +15,140 | +15.4% | 26Q | SEC ↗ |
| 11 | Integrated Wealth Concepts LLC | 107,915 | $764K | -190 | -0.2% | 17Q | SEC ↗ |
| 12 | EVOLVE PRIVATE WEALTH, LLC | 103,790 | $735K | -7,648 | -6.9% | 3Q | SEC ↗ |
| 13 | Westchester Capital Management, LLC | 102,032 | $722K | — | +0.0% | 18Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 101,304 | $717K | -6,402 | -5.9% | 71Q | SEC ↗ |
| 15 | Pathstone Holdings, LLC NEW | 84,666 | $599K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Hennion & Walsh Asset Management, Inc. | 75,903 | $537K | -48,067 | -38.8% | 22Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 72,470 | $513K | +159 | +0.2% | 11Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 51,729 | $366K | +3,886 | +8.1% | 7Q | SEC ↗ |
| 19 | HARBOUR INVESTMENTS, INC. | 51,496 | $365K | — | +0.0% | 7Q | SEC ↗ |
| 20 | Focus Partners Wealth | 42,637 | $302K | +5,597 | +15.1% | 3Q | SEC ↗ |
| 21 | Clear Creek Financial Management, LLC | 29,455 | $209K | — | +0.0% | 14Q | SEC ↗ |
| 22 | X ADVISORS, LLC NEW | 25,493 | $180K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Shaker Financial Services, LLC | 24,870 | $176K | -23,064 | -48.1% | 16Q | SEC ↗ |
| 24 | Invesco Ltd. | 23,803 | $169K | -271 | -1.1% | 4Q | SEC ↗ |
| 25 | CoreCap Advisors, LLC | 22,738 | $161K | +324 | +1.4% | 7Q | SEC ↗ |
| 26 | ANGELES WEALTH MANAGEMENT, LLC | 22,088 | $156K | — | +0.0% | 3Q | SEC ↗ |
| 27 | THOROUGHBRED FINANCIAL SERVICES, LLC | 22,029 | $156K | — | +0.0% | 3Q | SEC ↗ |
| 28 | Equitable Holdings, Inc. NEW | 20,000 | $142K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 19,964 | $141K | +149 | +0.8% | 31Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 19,834 | $140K | -5,623 | -22.1% | 3Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 18,085 | $128K | -49 | -0.3% | 67Q | SEC ↗ |
| 32 | Manske Wealth Management | 17,932 | $127K | — | +0.0% | 7Q | SEC ↗ |
| 33 | AMERIPRISE FINANCIAL INC | 17,641 | $125K | -2,454 | -12.2% | 4Q | SEC ↗ |
| 34 | Stratos Wealth Partners, LTD. | 16,700 | $118K | — | +0.0% | 38Q | SEC ↗ |
| 35 | WOLVERINE ASSET MANAGEMENT LLC | 16,563 | $117K | -839 | -4.8% | 2Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC | 15,126 | $107K | -4,935 | -24.6% | 6Q | SEC ↗ |
| 37 | &PARTNERS | 14,657 | $104K | +514 | +3.6% | 2Q | SEC ↗ |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,816 | $91K | -3,815 | -22.9% | 3Q | SEC ↗ |
| 39 | UHLMANN PRICE SECURITIES, LLC NEW | 12,349 | $87K | — | +0.0% | 1Q | SEC ↗ |
| 40 | PFG Investments, LLC | 12,291 | $87K | +171 | +1.4% | 10Q | SEC ↗ |
| 41 | OPPENHEIMER & CO INC | 11,795 | $84K | — | +0.0% | 6Q | SEC ↗ |
| 42 | PMG Family Office LLC | 11,552 | $82K | — | +0.0% | 4Q | SEC ↗ |
| 43 | Bridgewealth Advisory Group, LLC | 11,173 | $79K | — | +0.0% | 5Q | SEC ↗ |
| 44 | KMT WEALTH MANAGEMENT, LLC NEW | 10,734 | $76K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Kingsbury Capital Investment Advisors | 10,734 | $76K | +167 | +1.6% | 2Q | SEC ↗ |
| 46 | Geneos Wealth Management Inc. | 10,340 | $73K | — | +0.0% | 42Q | SEC ↗ |
| 47 | XTX Topco Ltd NEW | 10,327 | $73K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MB, LEVIS & ASSOCIATES, LLC | 10,269 | $73K | — | +0.0% | 6Q | SEC ↗ |
| 49 | Clear Street Group Inc. NEW | 7,252 | $51K | — | +0.0% | 1Q | SEC ↗ |
| 50 | GILL CAPITAL PARTNERS, LLC | 5,051 | $36K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Pathstone Holdings, LLC | 84,666 | $599K |
| X ADVISORS, LLC | 25,493 | $180K |
| Equitable Holdings, Inc. | 20,000 | $142K |
| UHLMANN PRICE SECURITIES, LLC | 12,349 | $87K |
| KMT WEALTH MANAGEMENT, LLC | 10,734 | $76K |
| XTX Topco Ltd | 10,327 | $73K |
| Clear Street Group Inc. | 7,252 | $51K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,931 | $21K |
| Larson Financial Group LLC | 1,181 | $8K |
| JFS WEALTH ADVISORS, LLC | 47 | $0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 49,557 | $351K |
| INDEPENDENT FINANCIAL GROUP, LLC | 13,362 | $95K |
| ASHTON THOMAS SECURITIES, LLC | 10,150 | $72K |
| Spire Wealth Management | 4,940 | $35K |
| Modus Advisors, LLC | 1,850 | $13K |
| Root Financial Partners, LLC | 1,776 | $13K |
| BANK OF AMERICA CORP /DE | 1,014 | $7K |
| CWM, LLC | 300 | $2K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +32,695 | +8.3% | 427,755 |
| OSAIC HOLDINGS, INC. | +15,140 | +15.4% | 113,636 |
| Janney Montgomery Scott LLC | +5,892 | +2.3% | 262,075 |
| Focus Partners Wealth | +5,597 | +15.1% | 42,637 |
| RAYMOND JAMES FINANCIAL INC | +3,886 | +8.1% | 51,729 |
| Uncommon Cents Investing LLC | +3,749 | +2.0% | 191,967 |
| UBS Group AG | +3,682 | +3.0% | 125,006 |
| COMMONWEALTH EQUITY SERVICES, LLC | +3,282 | +1.3% | 247,480 |
| Koshinski Asset Management, Inc. | +613 | +0.2% | 325,960 |
| &PARTNERS | +514 | +3.6% | 14,657 |
| CoreCap Advisors, LLC | +324 | +1.4% | 22,738 |
| PFG Investments, LLC | +171 | +1.4% | 12,291 |
| Kingsbury Capital Investment Adviso | +167 | +1.6% | 10,734 |
| Cetera Investment Advisers | +159 | +0.2% | 72,470 |
| Cambridge Investment Research Advis | +149 | +0.8% | 19,964 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -70,503 | -12.1% | 513,856 |
| Hennion & Walsh Asset Management, I | -48,067 | -38.8% | 75,903 |
| Shaker Financial Services, LLC | -23,064 | -48.1% | 24,870 |
| EVOLVE PRIVATE WEALTH, LLC | -7,648 | -6.9% | 103,790 |
| Advisors Asset Management, Inc. | -7,141 | -1.0% | 714,801 |
| WELLS FARGO & COMPANY/MN | -6,402 | -5.9% | 101,304 |
| CITADEL ADVISORS LLC | -5,623 | -22.1% | 19,834 |
| GOLDMAN SACHS GROUP INC | -4,935 | -24.6% | 15,126 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -3,815 | -22.9% | 12,816 |
| STIFEL FINANCIAL CORP | -2,910 | -0.8% | 380,210 |
| AMERIPRISE FINANCIAL INC | -2,454 | -12.2% | 17,641 |
| WOLVERINE ASSET MANAGEMENT LLC | -839 | -4.8% | 16,563 |
| Invesco Ltd. | -271 | -1.1% | 23,803 |
| Integrated Wealth Concepts LLC | -190 | -0.2% | 107,915 |
| Noble Wealth Management PBC | -75 | -1.9% | 3,800 |
| ROYAL BANK OF CANADA | -49 | -0.3% | 18,085 |