FT

Franklin Universal Trust

45 hedge funds and large institutions have $36.1M invested in Franklin Universal Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$142K 18,900
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$135K 17,977 -833 -4%
WS
28
Wedbush Securities
California
$135K 18,050
CL
29
CSS LLC
Illinois
$118K 15,713 +139 +0.9%
LCM
30
Landscape Capital Management
New Jersey
$107K 14,347 +14,347 New
WFC
31
Western Financial Corp
California
$107K 14,418 +14,418 New
GC
32
Guggenheim Capital
Illinois
$99K 13,258 -165 -1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$96K 12,793 -1,255 -9%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$88K 11,758 +11,758 New
Millennium Management
35
Millennium Management
New York
$88K 11,796 +11,796 New
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$85K 11,400 +11,400 New
SIAG
37
Safeguard Investment Advisory Group
California
$51K 6,892 +6,892 New
FIA
38
FNY Investment Advisers
New York
$50K 6,748 +6,748 New
NFG
39
Next Financial Group
Texas
$31K 4,179
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$24K 3,202 -1,050 -25%
PA
41
Parallel Advisors
California
$21K 2,800
CMA
42
Cedar Mountain Advisors
Oregon
$18K 2,413
PWMG
43
Prestige Wealth Management Group
New Jersey
$5K 650
AWA
44
Arkadios Wealth Advisors
Georgia
$4K 575 +575 New
BI
45
Bulldog Investors
New Jersey
-114,383 Closed
Goldman Sachs
46
Goldman Sachs
New York
-11,939 Closed
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
-2,100 Closed
PFS
48
Prospera Financial Services
Texas
-1,000 Closed
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
-1,000 Closed
Barclays
50
Barclays
United Kingdom
-480 Closed