FT

Franklin Universal Trust
FT

Overview Fund Activity

45 hedge funds and large institutions have $35.1M invested in Franklin Universal Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$2.46M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$243K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.37M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$141K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.26M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$758K
2
WCMNY
2
Westchester Capital Management (New York)
New York
$1.21M
3
Invesco
3
Invesco
Georgia
$0
4
LCM
4
Landscape Capital Management
New Jersey
$622K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$633K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$151K 19,988 +327 +2%
SWP
27
Stratos Wealth Partners
Ohio
$146K 19,300 – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$142K 18,796 -2,488 -12%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$141K 18,665 +18,665 New
WS
30
Wedbush Securities
California
$132K 17,520 – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$130K 17,158 +421 +3%
NA
32
NewEdge Advisors
Louisiana
$127K 16,761 -175 -1%
Creative Planning
33
Creative Planning
Kansas
$97.6K 12,916 +16 +0.1%
PI
34
PFG Investments
New York
$92.7K 12,258 -654 -5%
LSC
35
Logan Stone Capital
Illinois
$91.6K 12,115 +12,115 New
AWA
36
Arete Wealth Advisors
Illinois
$88K 11,604 +11,604 New
RJT
37
Raymond James Trust
Florida
$79.3K 10,484 +10,484 New
GWM
38
Geneos Wealth Management
Colorado
$79K 10,444 – –
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$72.4K 9,578 +9,578 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$24.2K 3,202 – –
CFS
41
CGC Financial Services
Oregon
$18.2K 2,413 – –
Bessemer Group
42
Bessemer Group
New Jersey
$6K 848 +73 +9%
ME
43
McIlrath & Eck
Washington
$5.4K 714 – –
AWM
44
Avior Wealth Management
Nebraska
$5.13K 679 +679 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$3.78K 500 – –
Invesco
46
Invesco
Georgia
– – -19,796 Closed
BIM
47
Breakwater Investment Management
Washington
– – -775 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
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