FT

Franklin Universal Trust

-$590.2K

Net Activity

Institutions Holding

53

Popularity Rank

#5847

Avg Weight

0.02%

Total Value

$36.4M

Ownership Trend

53 institutions currently hold FT, with 21 net buyers and 22 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

22

Net Buying Institutions

21

Key Holders

Key Holders

Top 5 by Value

AA
Advisors Asset Management, Inc.
$5.8M
LF
LPL Financial LLC
$4.7M
MS
Morgan Stanley
$3.2M
SF
Stifel Financial CORP
$3.1M
KA
Koshinski Asset Management, Inc.
$2.6M

Top 5 by Conviction

UC
Uncommon Cents Investing LLC
0.35%
KA
Koshinski Asset Management, Inc.
0.16%
SF
Shaker Financial Services, LLC
0.13%
AA
Advisors Asset Management, Inc.
0.10%
PF
PMG Family Office LLC
0.10%
View all 53 holding institutions

Quarterly Activity

Recent Activity

+$20.3M

Total Buy Value

$16.4M

Total Sell Value

New buy6
Trim15
Add15
Sold out7

21

Net Buyers

22

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FRANKLIN UNIVERSAL TRUST (FT)?
Major stakeholders currently include Advisors Asset Management, Inc. ($5.8M), LPL Financial LLC ($4.7M), Morgan Stanley ($3.2M). Based on the latest 13F filings, there are a total of 53 tracked investment funds and institutions maintaining positions in FT.
What is the overall institutional sentiment toward FT recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $590.2K, driven by 21 managers accumulating shares while 22 reduced their exposure.
Which institutions have been selling or reducing their FT positions?
In the latest period, 15 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $16.4M.
Are there any notable investors adding FT to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 15 existing holders added to their shares. The total reported buy value for the quarter amounted to $20.3M.

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