Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Franklin Universal Trust meliputi AdvisorNet Financial, Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 63,780 | 2.33 | 486 | 3.62 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 70,883 | 106.58 | 540 | 109.30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10,340 | 8.39 | 79 | 9.86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 664 | 5 | ||||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 181,015 | 2.49 | 1,379 | 3.76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 74,184 | 0.25 | 565 | 1.44 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 22,088 | 2.84 | 168 | 4.35 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11,848 | 1.63 | 90 | 3.45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,265 | 12.21 | 33 | 14.29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 163,821 | 0.22 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18,261 | 0.15 | 139 | 1.46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 152,130 | 13.68 | 1,159 | 15.09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11,795 | 10.03 | 90 | 11.25 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 14,910 | 114 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 342,036 | 0.11 | 2,606 | 1.32 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 20,976 | 1.63 | 160 | 2.58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,876 | 8.63 | 83 | 9.33 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 65,337 | 25.56 | 498 | 27.76 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 600 | 5 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 4,584 | 35 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 683,165 | 1.81 | 5,206 | 3.03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 373,324 | 6.68 | 2,845 | 7.93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,410 | 0.71 | 0 | |||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 40,015 | 305 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 7,500 | 2.60 | 57 | 3.64 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 29,453 | 11.34 | 224 | 12.56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 685,398 | 9.45 | 5,223 | 10.75 |
