FRANKLIN UNVL TR shareholder history

Current and past FRANKLIN UNVL TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Janney Montgomery Scott LLC 3360.00%0.00%0.01%Q3 2013Q3 202339
BANK OF AMERICA CORP /DE/ 3710.00%0.00%0.00%Q2 2013Q1 202338
LPL Financial LLC 22160.00%0.00%0.00%Q2 2013Q3 202338
STIFEL FINANCIAL CORP 3430.00%0.00%0.01%Q1 2014Q3 202337
Advisors Asset Management, Inc. 36360.00%0.04%0.10%Q2 2013Q1 202236
Koshinski Asset Management, Inc. 36360.24%0.72%2.71%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
WEDBUSH SECURITIES INC 35350.01%0.02%0.09%Q1 2015Q3 202335
Cetera Advisor Networks LLC 2010.00%0.01%0.02%Q1 2013Q2 202333
Shaker Financial Services, LLC 810.06%0.63%1.61%Q2 2013Q3 202332
Geneos Wealth Management Inc. 31310.00%0.02%0.04%Q1 2016Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.00%Q1 2016Q3 202331
CSS LLC/IL 30300.00%0.01%0.01%Q4 2013Q1 202130
CITY HOLDING CO 29290.00%0.00%0.00%Q4 2015Q4 202229
Parallel Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
Stratos Wealth Partners, LTD. 27270.00%0.01%0.01%Q1 2017Q3 202327
NEXT Financial Group, Inc 1460.00%0.04%0.14%Q2 2014Q4 202127
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1810.01%0.05%0.16%Q4 2013Q2 202327
Moloney Securities Asset Management, LLC 2150.02%0.37%0.59%Q4 2016Q3 202326
Cambridge Investment Research Advisors, Inc. 2050.00%0.00%0.00%Q4 2016Q3 202325
SeaCrest Wealth Management, LLC 24240.02%0.02%0.03%Q4 2017Q3 202324
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 23230.60%2.67%4.07%Q2 2013Q4 201823
Invesco Ltd. 1320.00%0.00%0.00%Q1 2017Q3 202323
CITIGROUP INC 1610.00%0.00%0.00%Q2 2013Q3 202122
DOLIVER ADVISORS, LP 1110.03%0.18%0.57%Q2 2013Q2 202022
Cetera Advisors LLC 1750.01%0.01%0.02%Q4 2013Q2 201922
Creative Planning 1920.00%0.00%0.00%Q3 2013Q1 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Prestige Wealth Management Group LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
SYNOVUS FINANCIAL CORP 1640.00%0.00%0.00%Q2 2013Q4 201820
Uncommon Cents Investing LLC 19190.32%0.35%0.41%Q1 2019Q3 202319
Bulldog Investors, LLP 730.04%0.49%1.54%Q4 2009Q3 202016
Saba Capital Management, L.P. 960.00%0.03%0.10%Q4 2013Q3 201915
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.01%Q2 2013Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Matisse Capital 13130.06%0.22%0.46%Q4 2016Q4 201913
RMB Capital Management, LLC 610.00%0.01%0.02%Q4 2016Q4 202013
Foundations Investment Advisors, LLC 12120.01%0.03%0.07%Q2 2020Q1 202312
CORNERSTONE ADVISORS INC 840.01%0.08%0.17%Q4 2013Q1 201912
Full Value Advisors, LLC 12120.08%2.22%4.00%Q4 2006Q3 200912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
US BANCORP \DE\ 11110.00%0.00%0.00%Q2 2013Q4 201511
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q2 2013Q3 202211
Hennion & Walsh Asset Management, Inc. 11110.02%0.04%0.08%Q1 2021Q3 202311
FineMark National Bank & Trust 10100.00%0.00%0.00%Q3 2014Q4 201610
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q4 2017Q3 202310
Trek Financial, LLC 990.01%0.02%0.04%Q2 2020Q2 20229
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 410.01%0.02%0.05%Q4 2018Q3 20218
Prospera Financial Services Inc 510.00%0.01%0.01%Q3 2020Q1 20238
FARMERS & MERCHANTS INVESTMENTS INC 880.00%0.01%0.01%Q4 2013Q3 20158
TFS CAPITAL LLC 610.01%0.01%0.02%Q2 2013Q3 20168
Oxbow Advisors, LLC 880.02%0.02%0.02%Q4 2013Q3 20158
NewEdge Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
GUGGENHEIM CAPITAL LLC 410.00%0.00%0.00%Q2 2017Q2 20218
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q1 2016Q3 20207
FIRST MANHATTAN CO. LLC. 770.00%0.00%0.00%Q2 2019Q4 20207
Westchester Capital Management, LLC 770.03%0.04%0.04%Q1 2022Q3 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310.00%0.00%0.00%Q3 2015Q3 20237
BENJAMIN F. EDWARDS & COMPANY, INC. 610.00%0.08%0.10%Q4 2013Q1 20197
RAYMOND JAMES TRUST N.A. 770.00%0.00%0.00%Q3 2018Q1 20207
First Allied Advisory Services, Inc. 320.00%0.01%0.02%Q2 2013Q3 20207
KESTRA PRIVATE WEALTH SERVICES, LLC 770.02%0.11%0.16%Q3 2020Q1 20227
IFP Advisors, Inc 310.00%0.00%0.00%Q4 2015Q3 20236
Integrated Wealth Concepts LLC 660.01%0.02%0.02%Q2 2022Q3 20236
D.A. DAVIDSON & CO. 510.00%0.00%0.00%Q2 2015Q2 20176
Virtu KCG Holdings LLC 310.00%0.00%0.01%Q1 2014Q3 20166
Raymond James Financial Services Advisors, Inc. 660.00%0.00%0.00%Q2 2017Q3 20186
Wealthspire Advisors, L.P. 660.00%0.00%0.00%Q2 2017Q3 20186
Pinnacle Summer Investments, Inc. 660.00%0.00%0.00%Q3 2014Q4 20156
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Thomas J. Herzfeld Advisors, Inc. 660.05%0.15%0.26%Q1 2019Q2 20206
NEW ENGLAND SECURITIES CORP /MA/ 660.01%0.01%0.01%Q3 2013Q4 20146
Regal Investment Advisors LLC 660.01%0.01%0.01%Q2 2013Q3 20146
Partnervest Advisory Services LLC 550.00%0.00%0.01%Q2 2013Q2 20145
ENVESTNET ASSET MANAGEMENT INC 550.00%0.00%0.00%Q4 2019Q4 20205
Kernodle & Katon Asset Management Group, LLC 550.00%0.01%0.01%Q4 2015Q4 20165
Cardan Capital Partners, LLC 550.03%0.05%0.06%Q4 2018Q4 20195
FNY Investment Advisers, LLC 210.01%0.04%0.09%Q1 2019Q2 20215
SHEPHERD KAPLAN KROCHUK, LLC 550.13%0.18%0.21%Q3 2018Q3 20195
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2013Q2 20185
WFG Advisors, LP 550.01%0.01%0.01%Q2 2013Q2 20145
FIRST INTERSTATE BANK 440.01%0.02%0.02%Q3 2019Q2 20204
Cetera Investment Advisers 310.00%0.00%0.00%Q4 2020Q1 20224
FMR LLC 210.00%0.00%0.00%Q4 2018Q2 20234
Financial Architects, Inc 440.00%0.00%0.00%Q3 2016Q2 20174
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Round Table Services, LLC 440.02%0.03%0.04%Q1 2019Q4 20194
ETRADE Capital Management LLC 440.00%0.00%0.00%Q2 2013Q1 20144
HIGH POINT BANK & TRUST CO 440.01%0.01%0.01%Q2 2013Q1 20144
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q1 2020Q3 20224
Anfield Capital Management, LLC 210.03%0.03%0.03%Q1 2021Q4 20213
Ruggie Capital Group 330.01%0.01%0.02%Q4 2014Q2 20153
HARBOUR INVESTMENTS, INC. 330.05%0.06%0.06%Q1 2021Q3 20213
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q2 2013Q3 20233
CLOUGH CAPITAL PARTNERS L P 330.01%0.02%0.03%Q2 2021Q4 20213
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.00%Q2 2019Q1 20203
CREATIVE FINANCIAL DESIGNS INC /ADV 210.00%0.00%0.00%Q4 2016Q2 20203
WESTERN FINANCIAL Corp 330.06%0.07%0.07%Q4 2020Q2 20213
Cedar Mountain Advisors, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
INSPIRION WEALTH ADVISORS, LLC 330.06%0.07%0.08%Q4 2014Q2 20153
Clear Creek Financial Management, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Almitas Capital LLC 330.45%1.09%1.65%Q4 2018Q2 20193
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Dynamic Advisor Solutions LLC 220.04%0.04%0.04%Q1 2019Q2 20192
CWM, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Private Capital Group, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.01%0.01%0.02%Q2 2013Q2 20192
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
INVESTMENT CENTERS OF AMERICA INC 220.01%0.01%0.01%Q3 2016Q4 20162
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
BOOTHBAY FUND MANAGEMENT, LLC 220.17%0.18%0.18%Q2 2019Q3 20192
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 220.06%0.06%0.06%Q3 2018Q4 20182
First Pacific Financial 220.01%0.01%0.01%Q2 2023Q3 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Enterprise Trust & Investment Co 220.00%0.00%0.00%Q2 2021Q3 20212
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q3 20222
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FIRST NEW YORK SECURITIES LLC /NY 110.04%0.04%0.04%Q2 2013Q2 20131
Shore Point Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
MARINER INVESTMENT GROUP LLC 110.05%0.05%0.05%Q4 2016Q4 20161
Summit Financial Wealth Advisors, LLC 110.03%0.03%0.03%Q2 2015Q2 20151
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
TLW Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Squarepoint Ops LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Selective Wealth Management, Inc. 110.06%0.06%0.06%Q3 2018Q3 20181
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2020Q3 20201
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2015Q2 20151
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Plante Moran Financial Advisors, LLC 110.05%0.05%0.05%Q2 2015Q2 20151
Ironvine Capital Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Weiss Asset Management LP 110.02%0.02%0.02%Q4 2015Q4 20151
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q1 20231
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2023Q1 20231
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
MCF Advisors LLC 110.00%0.00%0.00%Q2 2013Q2 20131
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
GILL CAPITAL PARTNERS, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Advisory Services Network, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2019Q2 20191
Citadel Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
RVW Wealth, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Atwater Malick LLC 110.02%0.02%0.02%Q3 2019Q3 20191
LINCOLN NATIONAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
External links

This page lists all the filers that currently own FRANKLIN UNVL TR or have owned FRANKLIN UNVL TR in the past.