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Franklin Universal Trust (FT)

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7.56
+0.03
+(0.40%)
At close: January 17 at 4:00:02 PM EST

Major Holders

Breakdown
0.00% % of Shares Held by All Insider
18.63% % of Shares Held by Institutions
18.63% % of Float Held by Institutions
50 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Moloney Securities Asset Management, LLC 660.92k Sep 30, 2024 2.63% 4,996,524
LPL Financial LLC 650.29k Sep 30, 2024 2.59% 4,916,192
Morgan Stanley 346.25k Sep 30, 2024 1.38% 2,617,642
Koshinski Asset Management, Inc. 342.28k Dec 31, 2024 1.36% 2,587,636
Hennion & Walsh Asset Management, Inc. 261.75k Dec 31, 2024 1.04% 1,978,867
Stifel Financial Corporation 256.58k Sep 30, 2024 1.02% 1,939,759
Osaic Holdings Inc 181.87k Sep 30, 2024 0.72% 1,374,944
Uncommon Cents Investing LLC 172.4k Dec 31, 2024 0.69% 1,303,359
Commonwealth Equity Services, LLC 166.53k Sep 30, 2024 0.66% 1,258,997
Wells Fargo & Company 162.84k Sep 30, 2024 0.65% 1,231,093

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
WCM Alternatives Event Driven Fund 77.05k Sep 30, 2024 0.31% 582,497
JNL Series Trust-JNL/Westchester Capital Event Driven Fund 39.59k Sep 30, 2024 0.16% 299,262
WCM Alternatives Credit Event Fund 15.49k Sep 30, 2024 0.06% 117,081
Principal Global Multi Strategy Fd 13.71k Aug 31, 2024 0.05% 103,655
Rydex Series Funds-Multi-Hedge Strategies Fund 1.84k Sep 30, 2024 0.01% 13,917
Rydex Variable Trust-Multi Hedge Strategies Fund 1.16k Sep 30, 2024 0.00% 8,792

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