Franklin Universal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 689.05 K | $5.51 M | 60.45% | 2.74% |
| LPL FINANCIAL LLC | 02/11/2026 | 635.69 K | $5.09 M | -7.09% | 2.53% |
| MORGAN STANLEY | 02/13/2026 | 369.41 K | $2.96 M | 0.45% | 1.47% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 359.55 K | $2.88 M | -5.57% | 1.43% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 326.44 K | $2.61 M | -1.18% | 1.30% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 255.82 K | $2.05 M | 10.18% | 1.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 242.06 K | $1.94 M | 43.21% | 0.96% |
| UNCOMMON CENTS INVESTING LLC | 01/15/2026 | 185.42 K | $1.48 M | 1.51% | 0.74% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 128.34 K | $1.03 M | -39.23% | 0.51% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 124.63 K | $997.02 K | -0.18% | 0.50% |
| UBS GROUP AG | 01/29/2026 | 123.91 K | $991.30 K | 7.54% | 0.49% |
| 02/17/2026 | 112.38 K | $899.05 K | 100.00% | 0.45% | |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 109.70 K | $877.60 K | 3.02% | 0.44% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 108.34 K | $866.69 K | 10.50% | 0.43% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 02/13/2026 | 102.03 K | $816.26 K | 0.00% | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 94.07 K | $752.56 K | -7.85% | 0.37% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 79.15 K | $633.22 K | 25.13% | 0.32% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 51.50 K | $411.97 K | 15.09% | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 50.87 K | $406.93 K | -5.63% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 49.56 K | $396.45 K | 16.29% | 0.20% |
| COLONY GROUP, LLC | 02/13/2026 | 33.69 K | $269.51 K | 100.00% | 0.13% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 01/23/2026 | 29.46 K | $235.64 K | 0.01% | 0.12% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 24.24 K | $193.94 K | -10.58% | 0.10% |
| INVESCO LTD. | 02/19/2026 | 24.00 K | $192.01 K | 7.56% | 0.10% |
| ANGELES WEALTH MANAGEMENT, LLC | 02/17/2026 | 22.09 K | $176.70 K | 100.00% | 0.09% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 02/10/2026 | 22.03 K | $176.00 K | 100.00% | 0.09% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 19.35 K | $154.77 K | 16.92% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 19.31 K | $155.00 K | -11.43% | 0.08% |
| ROYAL BANK OF CANADA | 02/17/2026 | 18.25 K | $146.00 K | 0.16% | 0.07% |
| 02/03/2026 | 17.93 K | $143.46 K | -5.28% | 0.07% | |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 16.70 K | $133.60 K | 0.00% | 0.07% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 15.76 K | $126.05 K | 0.00% | 0.06% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 15.13 K | $121.03 K | 0.02% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 13.92 K | $111.36 K | 100.00% | 0.06% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 12.36 K | $98.89 K | 1.41% | 0.05% |
| OPPENHEIMER & CO INC | 02/02/2026 | 11.80 K | $94.36 K | 0.00% | 0.05% |
| 01/28/2026 | 11.55 K | $92.42 K | 0.00% | 0.05% | |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 02/04/2026 | 11.17 K | $89.39 K | -25.06% | 0.04% |
| CITADEL ADVISORS LLC | 02/17/2026 | 10.41 K | $83.24 K | 100.00% | 0.04% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 10.34 K | $82.72 K | 0.00% | 0.04% |
| MB, LEVIS & ASSOCIATES, LLC | 01/14/2026 | 10.27 K | $82.15 K | 0.00% | 0.04% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 10.15 K | $81.20 K | -33.00% | 0.04% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 4.94 K | $39.52 K | -6.79% | 0.02% |
| SPIRE WEALTH MANAGEMENT | 01/14/2026 | 4.94 K | $39.52 K | 100.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 4.00 K | $32.00 K | 100.00% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 3.20 K | $25.62 K | -38.11% | 0.01% |
| MODUS ADVISORS, LLC | 02/11/2026 | 1.85 K | $14.80 K | 100.00% | 0.01% |
| ROOT FINANCIAL PARTNERS, LLC | 02/10/2026 | 1.78 K | $14.21 K | -3.53% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.01 K | $8.11 K | 100.00% | 0.00% |
| MCILRATH & ECK, LLC | 02/03/2026 | 714 | $5.71 K | 0.00% | 0.00% |
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Franklin Universal Trust institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Franklin Universal Trust. The most heavily invested institutionals were:
Koshinski Asset Management, Inc.: 325,347
Janney Montgomery Scott LLC: 256,183
COMMONWEALTH EQUITY SERVICES, LLC: 244,198
Uncommon Cents Investing LLC: 188,218
UBS Group AG: 121,324
Clear Creek Financial Management, LLC: 29,455
18.31% of Franklin Universal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.50 M shares in the last 24 months. This purchase volume represents approximately $61.04 M in transactions.