FT

Franklin Universal Trust
FT

Overview Fund Activity

45 hedge funds and large institutions have $2.53B invested in Franklin Universal Trust in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.5B
2
AAM
2
Advisors Asset Management
Colorado
$1.3M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$399K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$867K
5
Stifel Financial
5
Stifel Financial
Missouri
$2M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.91M
3
WCMNY
3
Westchester Capital Management (New York)
New York
$979K
4
LCM
4
Landscape Capital Management
New Jersey
$421K
5
Wells Fargo
5
Wells Fargo
California
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$148K 20,313 +325 +2%
KAS
27
Kestra Advisory Services
Texas
$147K 20,078 -10,107 -33%
SWP
28
Stratos Wealth Partners
Ohio
$141K 19,300 – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$137K 18,720 -76 -0.4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$131K 17,973 +815 +5%
NA
31
NewEdge Advisors
Louisiana
$119K 16,286 -475 -3%
BAG
32
Bridgewealth Advisory Group
California
$113K 14,910 +14,910 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$111K 15,232 -3,433 -18%
PI
34
PFG Investments
New York
$83.8K 11,467 -791 -6%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$81.9K 11,210 +1,632 +17%
WS
36
Wedbush Securities
California
$79K 10,800 -6,720 -38%
GWM
37
Geneos Wealth Management
Colorado
$76.3K 10,444 – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$23.4K 3,202 – –
CFS
39
CGC Financial Services
Oregon
$17.6K 2,413 – –
HI
40
Harbour Investments
Wisconsin
$12K 1,640 +1,640 New
CA
41
CoreCap Advisors
Michigan
$11.5K 1,576 +1,576 New
AWM
42
Avior Wealth Management
Nebraska
$7.45K 1,019 +340 +50%
Bessemer Group
43
Bessemer Group
New Jersey
$6K 860 +12 +1%
ME
44
McIlrath & Eck
Washington
$5.22K 714 – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$3.66K 500 – –
WAM
46
Wolverine Asset Management
Illinois
– – -100,329 Closed
Creative Planning
47
Creative Planning
Kansas
– – -12,916 Closed
LSC
48
Logan Stone Capital
Illinois
– – -12,115 Closed
AWA
49
Arete Wealth Advisors
Illinois
– – -11,604 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2