FT
Franklin Universal Trust
35 hedge funds and large institutions have $22.4M invested in Franklin Universal Trust in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IWA
26
Inspirion Wealth Advisors
Libertyville,
Illinois
| $82K | 11,538 | +11,538 | New |
|
|
FMII
27
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $36K | 5,000 | – | – |
|
|
SF
28
Synovus Financial
Columbus,
Georgia
| $32K | 4,457 | – | – |
|
|
NES
29
New England Securities
New York
| $15K | 2,127 | – | – |
|
|
RCG
30
Ruggie Capital Group
Tavares,
Florida
| $14K | 2,000 | +2,000 | New |
|
|
FNBT
31
FineMark National Bank & Trust
Fort Myers,
Florida
| $13K | 1,900 | – | – |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| $11K | 1,600 | -15,950 | -91% |
|
33
Citigroup
New York
| $11K | 1,538 | +88 | +6% |
|
|
PSI
34
Pinnacle Summer Investments
Fairfax,
Virginia
| $9K | 1,188 | – | – |
|
|
BRWA
35
B. Riley Wealth Advisors
Boca Raton,
Florida
| $6 | 897 | +897 | New |
|
36
Stifel Financial
St. Louis,
Missouri
| – | – | -123,698 | Closed |
|
|
TC
37
TFS Capital
West Chester,
Pennsylvania
| – | – | -17,579 | Closed |
|
|
WAM
38
Wolverine Asset Management
Chicago,
Illinois
| – | – | -13,496 | Closed |
|
|
RIA
39
Regal Investment Advisors
Kentwood,
Michigan
| – | – | -2,500 | Closed |
|