Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Franklin Universal Trust termasuk AdvisorNet Financial, Inc .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
