FT

Franklin Universal Trust
FT

Overview Fund Activity

40 hedge funds and large institutions have $30.7M invested in Franklin Universal Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.33M
3
LPL Financial
3
LPL Financial
California
$4.34M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.78M
5
KAS
5
Kestra Advisory Services
Texas
$202K

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.34M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.1M
3
Wells Fargo
3
Wells Fargo
California
$1.12M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.67M
5
WS
5
Wedbush Securities
California
$119K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$135K 19,796 -5,191 -21%
SWM
27
SeaCrest Wealth Management
New York
$134K 19,661 +348 +2%
SWP
28
Stratos Wealth Partners
Ohio
$131K 19,300 -200 -1%
WS
29
Wedbush Securities
California
$119K 17,520 -7,010 -29%
NA
30
NewEdge Advisors
Louisiana
$115K 16,936 +1,527 +10%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$114K 16,737 +156 +0.9%
PI
32
PFG Investments
New York
$87.9K 12,912 +71 +0.6%
Creative Planning
33
Creative Planning
Kansas
$87.8K 12,900 +12,900 New
GWM
34
Geneos Wealth Management
Colorado
$71.1K 10,444 – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$21.8K 3,202 – –
CFS
36
CGC Financial Services
Oregon
$16.4K 2,413 – –
BIM
37
Breakwater Investment Management
Washington
$5.28K 775 +775 New
Bessemer Group
38
Bessemer Group
New Jersey
$5K 775 +775 New
ME
39
McIlrath & Eck
Washington
$4.86K 714 +714 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.41K 500 – –
PA
41
Parallel Advisors
California
– – -2,800 Closed
PWMG
42
Prestige Wealth Management Group
New Jersey
– – -650 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
– – – –
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