Franklin Universal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 714.80 K | $5.76 M | -0.99% | 2.84% |
| LPL FINANCIAL LLC | 08/07/2026 | 513.86 K | $4.14 M | -12.07% | 2.04% |
| MORGAN STANLEY | 08/13/2026 | 427.76 K | $3.45 M | 8.28% | 1.70% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 380.21 K | $3.07 M | -0.76% | 1.51% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 325.96 K | $2.63 M | 0.19% | 1.30% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 262.08 K | $2.11 M | 2.30% | 1.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 247.48 K | $2.00 M | 1.34% | 0.98% |
| UNCOMMON CENTS INVESTING LLC | 07/20/2026 | 191.97 K | $1.55 M | 1.99% | 0.76% |
| UBS GROUP AG | 08/13/2026 | 125.01 K | $1.01 M | 3.03% | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 113.64 K | $916.80 K | 15.37% | 0.45% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 107.92 K | $870.34 K | -0.18% | 0.43% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 103.79 K | $837.07 K | -6.86% | 0.41% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 08/14/2026 | 102.03 K | $822.89 K | 0.00% | 0.41% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 101.30 K | $817.01 K | -5.94% | 0.40% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 84.67 K | $682.83 K | 100.00% | 0.34% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 75.90 K | $612.16 K | -38.77% | 0.30% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 72.47 K | $584.47 K | 0.22% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 51.73 K | $417.19 K | 8.12% | 0.21% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 51.50 K | $415.32 K | 0.00% | 0.20% |
| COLONY GROUP, LLC | 08/12/2026 | 42.64 K | $343.87 K | 15.11% | 0.17% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 29.46 K | $237.56 K | 0.00% | 0.12% |
| X ADVISORS, LLC | 08/11/2026 | 25.49 K | $206.75 K | 100.00% | 0.10% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 24.87 K | $200.58 K | -48.12% | 0.10% |
| INVESCO LTD. | 08/14/2026 | 23.80 K | $191.97 K | -1.13% | 0.09% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 22.74 K | $183.38 K | 1.45% | 0.09% |
| ANGELES WEALTH MANAGEMENT, LLC | 07/28/2026 | 22.09 K | $178.14 K | 0.00% | 0.09% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 08/11/2026 | 22.03 K | $177.00 K | 0.00% | 0.09% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 20.00 K | $161.30 K | 100.00% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 19.96 K | $161.00 K | 0.75% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 19.83 K | $159.96 K | -22.09% | 0.08% |
| ROYAL BANK OF CANADA | 08/14/2026 | 18.09 K | $146.00 K | -0.27% | 0.07% |
| MANSKE WEALTH MANAGEMENT | 08/03/2026 | 17.93 K | $144.62 K | 0.00% | 0.07% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 17.64 K | $142.27 K | -12.21% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 16.70 K | $134.69 K | 0.00% | 0.07% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 16.56 K | $133.58 K | -4.82% | 0.07% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 15.13 K | $121.99 K | -24.60% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 14.66 K | $118.21 K | 3.63% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 12.82 K | $103.36 K | -22.94% | 0.05% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 12.35 K | $99.60 K | 100.00% | 0.05% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 12.29 K | $99.13 K | 1.41% | 0.05% |
| OPPENHEIMER & CO INC | 08/03/2026 | 11.80 K | $95.13 K | 0.00% | 0.05% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 11.55 K | $93.17 K | 0.00% | 0.05% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 07/27/2026 | 11.17 K | $90.11 K | 0.00% | 0.04% |
| KINGSBURY CAPITAL INVESTMENT ADVISORS LLC | 08/25/2026 | 10.73 K | $86.57 K | 1.58% | 0.04% |
| KMT WEALTH MANAGEMENT, LLC | 08/05/2026 | 10.73 K | $86.57 K | 100.00% | 0.04% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 10.34 K | $83.44 K | 0.00% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 10.33 K | $83.29 K | 100.00% | 0.04% |
| MB, LEVIS & ASSOCIATES, LLC | 07/22/2026 | 10.27 K | $82.82 K | 0.00% | 0.04% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 7.25 K | $58.49 K | 100.00% | 0.03% |
| GILL CAPITAL PARTNERS, LLC | 08/20/2026 | 5.05 K | $40.74 K | 0.00% | 0.02% |
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Franklin Universal Trust institutional Ownership - FAQ's
During the previous two years, 89 institutional investors and hedge funds held shares of Franklin Universal Trust. The most heavily invested institutionals were:
Advisors Asset Management, Inc.: 714,801
LPL Financial LLC: 513,856
MORGAN STANLEY: 427,755
STIFEL FINANCIAL CORP: 380,210
Koshinski Asset Management, Inc.: 325,960
Janney Montgomery Scott LLC: 262,075
18.31% of Franklin Universal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.65 M shares in the last 24 months. This purchase volume represents approximately $62.29 M in transactions.