FT

Franklin Universal Trust

35 hedge funds and large institutions have $21.9M invested in Franklin Universal Trust in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
12
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$11.2M 1,957,007 +265,500 +16%
AAM
2
Advisors Asset Management
Colorado
$2.67M 465,537 -64,467 -12%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.56M 271,380 +74,205 +38%
Wells Fargo
4
Wells Fargo
California
$962K 167,939 -8,516 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$720K 125,626 -5,237 -4%
Morgan Stanley
6
Morgan Stanley
New York
$658K 114,796 -1,612 -1%
LPL Financial
7
LPL Financial
California
$509K 89,582 +43,948 +96%
LCM
8
Landscape Capital Management
New Jersey
$394K 68,808 +3,029 +5%
NFG
9
Next Financial Group
Texas
$323K 56,450 +3,200 +6%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$319K 55,644 +31,444 +130%
UBS Group
11
UBS Group
Switzerland
$317K 55,318 -3,864 -7%
Stifel Financial
12
Stifel Financial
Missouri
$305K 53,301 +40,120 +304%
SG Americas Securities
13
SG Americas Securities
New York
$200K 34,983 +34,983 New
Creative Planning
14
Creative Planning
Kansas
$191K 33,371
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$177K 30,967 -932 -3%
DA
16
Doliver Advisors
Texas
$153K 26,702 -5,282 -17%
CA
17
Cetera Advisors
Colorado
$145K 25,722 +2,000 +8%
WS
18
Wedbush Securities
California
$130K 22,747 +2,834 +14%
US Bancorp
19
US Bancorp
Minnesota
$124K 21,600
Bank of America
20
Bank of America
North Carolina
$118K 20,668 -828 -4%
AIG
21
American International Group
New York
$107K 18,589
CAN
22
Cetera Advisor Networks
California
$106K 18,400 -9,325 -34%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$99K 17,322 +25 +0.1%
VKH
24
Virtu KCG Holdings
New York
$95K 16,664 -16,439 -50%
CL
25
CSS LLC
Illinois
$83K 14,531 +285 +2%