FT

Franklin Universal Trust

51 hedge funds and large institutions have $24.2M invested in Franklin Universal Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
19
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$175K -$448K -63,354 -72%
WS
27
Wedbush Securities
California
$172K +$106 +15 +0.1%
Bank of America
28
Bank of America
North Carolina
$152K -$24.7K -3,509 -14%
DA
29
Doliver Advisors
Texas
$139K +$54.3K +7,726 +64%
LPL Financial
30
LPL Financial
California
$137K -$37.9K -5,370 -22%
SWP
31
Stratos Wealth Partners
Ohio
$133K
Creative Planning
32
Creative Planning
Kansas
$115K
CA
33
Cetera Advisors
Colorado
$112K -$8.41K -1,200 -7%
CL
34
CSS LLC
Illinois
$107K
MC
35
Matisse Capital
Oregon
$103K +$14K +2,000 +16%
RTS
36
Round Table Services
New Jersey
$103K +$103K +14,700 New
SWM
37
SeaCrest Wealth Management
New York
$100K +$1.31K +185 +1%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$98K -$9.74K -1,378 -9%
CAN
39
Cetera Advisor Networks
California
$89K
RJT
40
Raymond James Trust
Florida
$75K
SCM
41
Saba Capital Management
New York
$71K
UBS Group
42
UBS Group
Switzerland
$41K -$50.8K -7,294 -55%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$30K
NFG
44
Next Financial Group
Texas
$21K -$48.4K -6,908 -70%
NFH
45
NEXT Financial Holdings
Texas
$21K +$21K +3,000 New
PA
46
Parallel Advisors
California
$20K
Citigroup
47
Citigroup
New York
$14K
PWMG
48
Prestige Wealth Management Group
New Jersey
$5K
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$3.8K +$5 +754 +0.1%
Invesco
50
Invesco
Georgia
-$128K -20,135 Closed