FT

Franklin Universal Trust

35 hedge funds and large institutions have $20.6M invested in Franklin Universal Trust in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
1
Increased
10
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$10M 1,691,507 +307,753 +22%
AAM
2
Advisors Asset Management
Colorado
$3.13M 530,004 -24,975 -5%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.27M 197,175 +20,101 +11%
Wells Fargo
4
Wells Fargo
California
$1.04M 176,455 -3,631 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$773K 130,863 -27,290 -17%
Morgan Stanley
6
Morgan Stanley
New York
$688K 116,408 +38,604 +50%
LCM
7
Landscape Capital Management
New Jersey
$389K 65,779 +15,757 +32%
UBS Group
8
UBS Group
Switzerland
$350K 59,182 +795 +1%
NFG
9
Next Financial Group
Texas
$314K 53,250 +51,650 +3,228%
LPL Financial
10
LPL Financial
California
$266K 45,634 -1,929 -4%
Creative Planning
11
Creative Planning
Kansas
$197K 33,371 -3,086 -8%
VKH
12
Virtu KCG Holdings
New York
$196K 33,103 -11,898 -26%
DA
13
Doliver Advisors
Texas
$189K 31,984 +12,509 +64%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$188K 31,899 -5,395 -14%
CAN
15
Cetera Advisor Networks
California
$164K 27,725 -8,400 -23%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$143K 24,200
CA
17
Cetera Advisors
Colorado
$141K 23,722 -4,083 -15%
UCFA
18
United Capital Financial Advisors
Texas
$128K 21,600
US Bancorp
19
US Bancorp
Minnesota
$128K 21,600
Bank of America
20
Bank of America
North Carolina
$127K 21,496 -1,671 -7%
WS
21
Wedbush Securities
California
$118K 19,913 +971 +5%
AIG
22
American International Group
New York
$110K 18,589 +904 +5%
CA
23
Cornerstone Advisors
North Carolina
$108K 18,322 -2,300 -11%
OA
24
Oxbow Advisors
Texas
$106K 17,900
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$102K 17,297 -25,840 -60%