Franklin Universal Trust (FT)

FINANCE: GENERAL FINANCE
SIC:

ONE FRANKLIN PARKWAY SAN MATEO, CA 94403-1906

Franklin Universal Trust (the Fund) is a closed-end investment company. The Funds primary investment objective is to provide high current income consistent with preservation of capital. Its secondary objective is growth of income through dividend increases and capital appreciation. It invests primarily in two asset classes: high-yield bonds and utility stocks. The Funds portfolio includes corporate bonds, utilities common stocks, natural resources common stocks, senior floating rate interests and short-term investments. The Fund invests in senior secured corporate loans that pay interest at rates which are periodically reset by reference to a base lending rate plus a spread. The Fund may invest in the Institutional Fiduciary Trust Money Market Portfolio (Sweep Money Fund), an open-ended investment company managed by the Funds investment adviser. The Funds investment manager is Franklin Advisers, Inc. Its administrative manager is Franklin Templeton Services, LLC.

Data as of 2021-05-08 10:43:28 -0400
Market Cap198.039 Million Shares Outstanding25.132 Million Avg 30-day Volume27.717 Thousand
P/E Ratio Dividend Yield4.758 EPS
Price/Sales Debt to Equity EBITDA
Price to Book Value0.0 Forward PE Enterprise Value
Total Cash Current Debt Gross Profit
BETA0.41965 52-week High/Low7.89 / 5.8 Next Earnings Date Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from FT instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 0 0 0 (0.0%) 0 (0.0%)
Funds Holding: 45 42 7.14% 8 (0.48%) 5 (0.31%) 60.0%
13F shares: 4.804 Million 4.422 Million 8.63% 1.087 Million 904.512 Thousand 20.16%
% Ownership 19.1143 17.5955 8.63% 4.3246 3.5991 20.16%
New Positions: 10 9 11.11% 4 1 300.0%
Increased Positions 15 9 66.67% 3 1 200.0%
Closed Positions 6 6 0.0% 1 2 -50.0%
Reduced Positions 11 17 -35.29% 3
Total Calls
Total Puts
PUT/CALL Ratio
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding FT (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding FT BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

WILLIAMS VALERIE

  • TRUSTEE
0 2021-05-10 1

KUBILIS ROBERT CFO, CAO AND TREASURER

  • Officer
0 2020-12-31 1

DESAI SONAL PRES. & CEO - INVEST. MGMT.

  • Officer
0 2018-12-31 0

CHECKI TERRENCE J.

  • TRUSTEE
0 2018-03-16 0

HINKLE MATTHEW T. CEO - FINANCE & ADMIN

  • Officer
0 2017-06-01 0

THOMPSON LARRY D.

  • TRUSTEE
1,544 2016-12-09 0

LIM ROBERT VP - AML COMPLIANCE

  • Officer
0 2016-05-17 0

TOFIGH NAVID J. VP AND ASSISTANT SECRETARY

  • Officer
0 2015-11-01 0

CHOKSI MARY C

  • Director
0 2014-10-01 0

NOVOTNY KIMBERLY H VP & ASSISTANT SECRETARY

  • Officer
0 2013-03-01 0

HOLMES SELENA LEE VP AML COMPLIANCE

  • Officer
0 2012-05-22 0

BECKERLE BREDA VP & INTERIM CCO

  • Officer
0 2012-05-22 0

BAUR ALISON E VP & ASST. SECRETARY

  • Officer
0 2012-04-30 0

WEBER LORI A VP & ASSISTANT SECRETARY

  • Officer
0 2011-05-17 0

LUTTIG J MICHAEL

  • TRUSTEE
0 2009-12-01 0

ROSSELOT ROBERT C VP AND ASSISTANT SECRETARY

  • Officer
0 2009-08-01 0

GRAY STEVEN J VP AND ASSISTANT SECRETARY

  • Officer
0 2009-08-01 0

GORDON ALIYA S. V.P. & ASSISTANT SECRETARY

  • Officer
0 2009-03-02 0

GEARY EDWARD L. VICE PRESIDENT

  • Officer
0 2009-03-02 0

GARDEY GASTON R CFO, CAO AND TREASURER

  • Officer
0 2009-02-24 0

BOLT JENNIFER J CEO - FINANCE AND ADMIN.

  • Officer
0 2008-12-01 0

METROPOLITAN LIFE INSURANCE CO/NY ASSISTANT SECRETARY

  • Officer
  • 10% Owner
64,000,000 2008-08-29 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
No current insider transactions

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 22:15:04 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 21:45:02 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 21:15:02 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 20:45:03 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 20:15:03 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 19:45:03 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 19:15:03 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 18:45:03 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 18:15:03 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 17:45:02 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 17:15:03 UTC -8.7251 8.7751 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 16:45:03 UTC -8.9223 8.9723 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 16:15:03 UTC -8.9223 8.9723 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 15:45:03 UTC -8.9223 8.9723 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 15:15:03 UTC -8.9223 8.9723 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 14:45:04 UTC -10.3715 10.4215 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 14:15:04 UTC -10.3715 10.4215 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 13:45:04 UTC -10.3715 10.4215 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 13:15:03 UTC -10.3715 10.4215 85000
FRANKLIN UNIVERSAL TRUST FT 2021-05-10 12:45:02 UTC -10.3715 10.4215 85000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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