Franklin Universal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 721.94 K | $5.78 M | 4.77% | 2.87% |
| LPL FINANCIAL LLC | 05/06/2026 | 584.36 K | $4.68 M | -8.08% | 2.33% |
| MORGAN STANLEY | 05/15/2026 | 395.06 K | $3.16 M | 6.94% | 1.57% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 383.12 K | $3.07 M | 6.56% | 1.52% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 325.35 K | $2.61 M | -0.34% | 1.29% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 256.18 K | $2.05 M | 0.14% | 1.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 244.20 K | $1.96 M | 0.88% | 0.97% |
| UNCOMMON CENTS INVESTING LLC | 04/15/2026 | 188.22 K | $1.51 M | 1.51% | 0.75% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 123.97 K | $993.00 K | -3.41% | 0.49% |
| UBS GROUP AG | 05/05/2026 | 121.32 K | $971.81 K | -2.09% | 0.48% |
| 04/16/2026 | 111.44 K | $892.62 K | -0.84% | 0.44% | |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 108.11 K | $865.92 K | -13.26% | 0.43% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 107.71 K | $862.72 K | -1.82% | 0.43% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 05/15/2026 | 102.03 K | $817.28 K | 0.00% | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 98.50 K | $788.98 K | 4.71% | 0.39% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 72.31 K | $579.21 K | -33.25% | 0.29% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 51.50 K | $412.48 K | 0.00% | 0.20% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 47.93 K | $383.95 K | 204.23% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 47.84 K | $383.22 K | -5.94% | 0.19% |
| COLONY GROUP, LLC | 05/15/2026 | 37.04 K | $296.69 K | 9.95% | 0.15% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 04/23/2026 | 29.46 K | $235.94 K | 0.00% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 25.46 K | $203.91 K | 144.66% | 0.10% |
| INVESCO LTD. | 05/12/2026 | 24.07 K | $192.83 K | 0.30% | 0.10% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 22.41 K | $179.54 K | -7.54% | 0.09% |
| ANGELES WEALTH MANAGEMENT, LLC | 05/06/2026 | 22.09 K | $176.93 K | 0.00% | 0.09% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 05/12/2026 | 22.03 K | $176.00 K | 0.00% | 0.09% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 20.10 K | $160.96 K | 3.87% | 0.08% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 20.06 K | $160.69 K | 32.60% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 19.82 K | $159.00 K | 2.60% | 0.08% |
| ROYAL BANK OF CANADA | 05/15/2026 | 18.13 K | $145.00 K | -0.66% | 0.07% |
| 04/30/2026 | 17.93 K | $143.64 K | 0.00% | 0.07% | |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 17.40 K | $139.39 K | 100.00% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 16.70 K | $133.77 K | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 16.63 K | $133.21 K | 19.48% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 14.14 K | $113.28 K | 100.00% | 0.06% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 13.36 K | $107.03 K | -28.05% | 0.05% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 12.12 K | $97.08 K | -1.96% | 0.05% |
| OPPENHEIMER & CO INC | 04/24/2026 | 11.80 K | $94.48 K | 0.00% | 0.05% |
| 04/17/2026 | 11.55 K | $92.53 K | 0.00% | 0.05% | |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 05/15/2026 | 11.17 K | $89.50 K | 0.00% | 0.04% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 10.34 K | $82.82 K | 0.00% | 0.04% |
| MB, LEVIS & ASSOCIATES, LLC | 04/08/2026 | 10.27 K | $82.26 K | 0.00% | 0.04% |
| GILL CAPITAL PARTNERS, LLC | 04/13/2026 | 5.05 K | $40.46 K | 100.00% | 0.02% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 4.94 K | $39.57 K | 0.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 3.88 K | $31.04 K | -3.13% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 3.20 K | $25.65 K | 0.00% | 0.01% |
| COLONIAL TRUST CO / SC | 05/12/2026 | 3.16 K | $24.86 K | 100.00% | 0.01% |
| ROOT FINANCIAL PARTNERS, LLC | 04/24/2026 | 1.78 K | $14.23 K | 0.00% | 0.01% |
| MATHER GROUP, LLC. | 04/13/2026 | 1.53 K | $12.29 K | 100.00% | 0.01% |
| MCILRATH & ECK, LLC | 05/19/2026 | 714 | $5.72 K | 0.00% | 0.00% |
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Franklin Universal Trust institutional Ownership - FAQ's
During the previous two years, 81 institutional investors and hedge funds held shares of Franklin Universal Trust. The most heavily invested institutionals were:
Advisors Asset Management, Inc.: 721,942
LPL Financial LLC: 584,359
MORGAN STANLEY: 395,060
STIFEL FINANCIAL CORP: 383,120
Koshinski Asset Management, Inc.: 325,347
Janney Montgomery Scott LLC: 256,183
18.07% of Franklin Universal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.45 M shares in the last 24 months. This purchase volume represents approximately $60.63 M in transactions.