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Franklin Universal Trust

39 hedge funds and large institutions have $27.7M invested in Franklin Universal Trust in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$116K 17,438 +2,615 +18%
Goldman Sachs
27
Goldman Sachs
New York
$110K 16,515 -25,856 -61%
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$106K 15,168 -50,328 -77%
CL
29
CSS LLC
Illinois
$103K 15,504
FIB
30
First Interstate Bank
Montana
$93K 14,000
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$93K 14,025 +24 +0.2%
FAAS
32
First Allied Advisory Services
California
$81K 12,110 +12,110 New
DA
33
Doliver Advisors
Texas
$73K 10,964 -13,063 -54%
CAN
34
Cetera Advisor Networks
California
$57K 8,500 +8,500 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$28K 4,252
PA
36
Parallel Advisors
California
$18K 2,800
CFD
37
Creative Financial Designs
Indiana
$12K 1,800 +1,800 New
PWMG
38
Prestige Wealth Management Group
New Jersey
$4K 650
LCM
39
Landscape Capital Management
New Jersey
-13,718 Closed
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
-11,771 Closed
RJT
41
Raymond James Trust
Florida
-10,689 Closed
NFG
42
Next Financial Group
Texas
-4,179 Closed
PCG
43
Private Capital Group
Connecticut
-729 Closed
AIC
44
Ameritas Investment Company
Nebraska
-200 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
CHC
46
City Holding Co
West Virginia
$0 8