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FRANKLIN UNIVERSAL TRUST

FTNYSE
$7.08+0.03 (+0.43%)as of Oct 2, 2026
Legend
Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.
Company share activityNet buybacksNo changeNet dilution
Marker size reflects transaction size.
  • Insider buy
  • Insider sell
  • Congress buy
  • Congress sell
  • Hedge Funds bought vs sold
Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

  • Insider Buy
  • Insider Sell
  • Congress Buy
  • Congress Sell
  • Hedge funds bought vs sold
  • BuybackNo changeNet dilution

FRANKLIN UNIVERSAL TRUST price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-11.5%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding

Largest institutional holders

13F · Q2 2026
Fund% of company heldValue% of portfolioQuarterly activity
Advisors Asset Management, Inc.Not reported$5.76M0.09%Not reported
LPL Financial LLCNot reported$4.14M0.00%Not reported
Morgan StanleyNot reported$3.45M0.00%Not reported
Stifel Financial CorpNot reported$3.07M0.00%Not reported
Koshinski Asset Management, Inc.Not reported$2.63M0.14%Add 0.19%
Commonwealth Equity Services, LLCNot reported$2M0.00%Not reported
Uncommon Cents Investing LLCNot reported$1.55M0.34%Add 1.99%
UBS Group AGNot reported$1.01M0.00%Not reported
Osaic Holdings, Inc.Not reported$917K0.00%Not reported
Integrated Wealth Concepts LLCNot reported$870K0.00%Not reported
Evolve Private Wealth, LLCNot reported$837K0.05%Reduce 6.86%
Westchester Capital Management, LLCNot reported$823K0.04%Not reported
Wells Fargo & CompanyNot reported$817K0.00%Not reported
Pathstone Holdings, LLCNot reported$683K0.00%Not reported
Hennion & Walsh Asset Management, Inc.Not reported$612K0.02%Reduce 38.77%
Cetera Investment AdvisersNot reported$584K0.00%Not reported
Raymond James Financial IncNot reported$417K0.00%Not reported
Harbour Investments, Inc.Not reported$415K0.01%Not reported
Focus Partners WealthNot reported$344K0.00%Not reported
Clear Creek Financial Management, LLCNot reported$238K0.02%Not reported
Shaker Financial Services, LLCNot reported$201K0.06%Reduce 48.12%
Invesco Ltd.Not reported$192K0.00%Not reported
CoreCap Advisors, LLCNot reported$183K0.01%Not reported
Angeles Wealth Management, LLCNot reported$178K0.01%Not reported
Thoroughbred Financial Services, LLCNot reported$177K0.01%Not reported
Equitable Holdings, Inc.Not reported$161K0.00%Not reported
Cambridge Investment Research Advisors, Inc.Not reported$161K0.00%Not reported
Citadel Advisors LLCNot reported$160K0.00%Not reported
Royal Bank of CanadaNot reported$146K0.00%Not reported
Manske Wealth ManagementNot reported$145K0.04%Not reported
Ameriprise Financial IncNot reported$142K0.00%Not reported
Stratos Wealth Partners, LTD.Not reported$135K0.00%Not reported
Wolverine Asset Management LLCNot reported$134K0.00%Not reported
Goldman Sachs Group IncNot reported$122K0.00%Not reported
&PartnersNot reported$118K0.00%Add 3.63%
Susquehanna International Group, LLPNot reported$103K0.00%Not reported
Uhlmann Price Securities, LLCNot reported$99.6K0.00%New Not reported
PFG Investments, LLCNot reported$99.1K0.00%Add 1.41%
Oppenheimer & Co IncNot reported$95.1K0.00%Not reported
PMG Family Office LLCNot reported$93.2K0.09%Not reported
Bridgewealth Advisory Group, LLCNot reported$90.1K0.02%Not reported
Kingsbury Capital Investment Advisors LLCNot reported$86.6K0.07%Add 1.58%
KMT Wealth Management, LLCNot reported$86.6K0.07%New Not reported
Geneos Wealth Management Inc.Not reported$83.4K0.00%Not reported
XTX Topco LtdNot reported$83.3K0.00%Not reported
MB, Levis & Associates, LLCNot reported$82.8K0.03%Not reported
Clear Street Group Inc.Not reported$58.5K0.00%Not reported
Gill Capital Partners, LLCNot reported$40.7K0.01%Not reported
Blue Bell Private Wealth Management, LLCNot reported$39.8K0.01%Not reported
Noble Wealth Management PBCNot reported$30.6K0.01%Reduce 1.94%
50 of 56 holders

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