FT

Franklin Universal Trust
FT

Overview Fund Activity

50 hedge funds and large institutions have $32.8M invested in Franklin Universal Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.21M
3
SFS
3
Shaker Financial Services
Virginia
$1.49M
4
CA
4
Cornerstone Advisors
North Carolina
$495K
5
SKK
5
Shepherd Kaplan Krochuk
Massachusetts
$257K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$0
2
FIMG
2
Financial & Investment Management Group
Michigan
$10.7M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
AAM
4
Advisors Asset Management
Colorado
$2.06M
5
UBS Group
5
UBS Group
Switzerland
$34K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$140K 21,123 +4,820 +30%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$133K 19,967 -3,559 -15%
SWP
28
Stratos Wealth Partners
Ohio
$126K 18,900 – –
CA
29
Cetera Advisors
Colorado
$120K 17,987 -2,000 -10%
CAN
30
Cetera Advisor Networks
California
$117K 17,600 -3,866 -18%
Creative Planning
31
Creative Planning
Kansas
$108K 16,310 -14 -0.1%
CL
32
CSS LLC
Illinois
$101K 15,224 – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$90K 13,500 – –
FCFC
34
First Commonwealth Financial Corp
Pennsylvania
$88K 13,304 +13,304 New
MC
35
Matisse Capital
Oregon
$84K 12,700 -6,200 -33%
RJT
36
Raymond James Trust
Florida
$71K 10,689 +10,689 New
SCM
37
Saba Capital Management
New York
$67K 10,058 -87 -0.9%
MSAM
38
Moloney Securities Asset Management
Missouri
$66K 10,000 +10,000 New
SF
39
Synovus Financial
Georgia
$51K 7,606 – –
UBS Group
40
UBS Group
Switzerland
$34K 5,216 -9,678 -65%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$28K 4,252 -1,395 -25%
NFG
42
Next Financial Group
Texas
$27K 4,000 +4,000 New
TRCT
43
Tower Research Capital (TRC)
New York
$23K 3,520 +3,520 New
WAM
44
Wealthspire Advisors (Maryland)
Maryland
$20K 2,993 – –
PA
45
Parallel Advisors
California
$19K 2,800 – –
APP
46
Avantax Planning Partners
Iowa
$17K 2,550 +2,550 New
Citigroup
47
Citigroup
New York
$13K 2,000 – –
CPIG
48
Chicago Partners Investment Group
Illinois
$7K 1,011 +1,011 New
SWM
49
Selective Wealth Management
Virginia
$5K 765 +765 New
BI
50
Bulldog Investors
New Jersey
– – -377,325 Closed
1
2
3