FT

Franklin Universal Trust
FT

Overview Fund Activity

41 hedge funds and large institutions have $25M invested in Franklin Universal Trust in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$913K
2
Goldman Sachs
2
Goldman Sachs
New York
$259K
3
CRC
3
Curi RMB Capital
Illinois
$248K
4
Invesco
4
Invesco
Georgia
$2.45M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.83M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$0
2
RJA
2
Raymond James & Associates
Florida
$358K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$115K 18,900 – –
CL
27
CSS LLC
Illinois
$95K 15,504 +80 +0.5%
SWM
28
SeaCrest Wealth Management
New York
$91K 14,823 +184 +1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$86K 14,001 -4,535 -24%
FIB
30
First Interstate Bank
Montana
$86K 14,000 – –
LCM
31
Landscape Capital Management
New Jersey
$84K 13,718 +13,718 New
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$72K 11,771 +11,771 New
RJT
33
Raymond James Trust
Florida
$65K 10,689 – –
NFG
34
Next Financial Group
Texas
$26K 4,179 -2,760 -40%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$26K 4,252 – –
PA
36
Parallel Advisors
California
$17K 2,800 – –
VCP
37
Verus Capital Partners
Arizona
$6K 944 – –
PWMG
38
Prestige Wealth Management Group
New Jersey
$4K 650 – –
PCG
39
Private Capital Group
Connecticut
$4K 729 – –
AIC
40
Ameritas Investment Company
Nebraska
$1K 200 +200 New
CCP
41
Cardan Capital Partners
Colorado
– – -49,228 Closed
CAN
42
Cetera Advisor Networks
California
– – -12,600 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
– – -12,544 Closed
FIA
44
FNY Investment Advisers
New York
– – -12,428 Closed
MAFM
45
Mid Atlantic Financial Management
Pennsylvania
– – -11,360 Closed
RTS
46
Round Table Services
New Jersey
– – -11,187 Closed
MC
47
Matisse Capital
Oregon
– – -11,187 Closed
TWM
48
TLW Wealth Management
Florida
– – -2,413 Closed
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
– – -1,010 Closed
CHC
50
City Holding Co
West Virginia
$0 8 – –
1
2
3