FT

Franklin Universal Trust

43 hedge funds and large institutions have $33.3M invested in Franklin Universal Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$137K -$52K -6,911 -27%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$135K -$6.03K -800 -4%
SWP
28
Stratos Wealth Partners
Ohio
$126K -$19.6K -2,600 -13%
Goldman Sachs
29
Goldman Sachs
New York
$117K +$117K +15,487 New
NA
30
NewEdge Advisors
Louisiana
$106K -$17.1K -2,274 -14%
PI
31
PFG Investments
New York
$87.8K +$1.44K +191 +2%
OC
32
Oppenheimer & Co
New York
$80.7K +$80.7K +10,720 New
MLA
33
MB, Levis & Associates
Pennsylvania
$77.3K +$77.3K +10,269 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$75.4K -$39.3K -5,220 -34%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$55K -$29.4K -3,900 -35%
CA
36
CoreCap Advisors
Michigan
$28.6K +$16.8K +2,225 +141%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$24.1K
Bank of America
38
Bank of America
North Carolina
$21.1K +$21.1K +2,800 New
NC
39
North Capital
Utah
$18.2K +$18.2K +2,413 New
HI
40
Harbour Investments
Wisconsin
$12.3K
MG
41
Mather Group
Illinois
$11.6K +$11.6K +1,534 New
ME
42
McIlrath & Eck
Washington
$5.38K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$3.77K
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
-$867K -118,611 Closed
NWMP
45
Noble Wealth Management PBC
Colorado
-$212K -29,000 Closed
KAS
46
Kestra Advisory Services
Texas
-$147K -20,078 Closed
BAG
47
Bridgewealth Advisory Group
California
-$113K -14,910 Closed
WS
48
Wedbush Securities
California
-$79K -10,800 Closed
CFS
49
CGC Financial Services
Oregon
-$17.6K -2,413 Closed
AWM
50
Avior Wealth Management
Nebraska
-$7.45K -1,019 Closed