FT

Franklin Universal Trust

Latest period2024 - Q4Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of Franklin Universal Trust (FT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Franklin Universal Trust (FT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Franklin Universal Trust (FT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Franklin Universal Trust (FT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 0.12%
0.22%
$2.502M
342,280 shares@ 7.32 avg price
Sheena Hanson@Uncommon Cents Investing Llc
Recent Activity
Increased 1.13%
0.38%
$1.26M
172,402 shares@ 7.31 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 22.13%
0.01%
$867,000
118,611 shares@ 7.31 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 1.63%
0.02%
$148,486
20,313 shares@ 7.31 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 50.08%
0.01%
$7,448
1,019 shares@ 7.31 avg price