FT

Franklin Universal Trust

33 hedge funds and large institutions have $24.9M invested in Franklin Universal Trust in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
13
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$11M 1,601,225 -340,993 -18%
AAM
2
Advisors Asset Management
Colorado
$3.23M 468,497 +78,014 +20%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.45M 355,409 -1,932 -0.5%
Stifel Financial
4
Stifel Financial
Missouri
$1.21M 176,065 +42,015 +31%
Wells Fargo
5
Wells Fargo
California
$1.12M 162,948 -6,568 -4%
Morgan Stanley
6
Morgan Stanley
New York
$922K 133,940 +7,935 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$791K 114,941 -4,742 -4%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$545K 79,185 +23,425 +42%
NFG
9
Next Financial Group
Texas
$433K 62,950 +2,200 +4%
CAN
10
Cetera Advisor Networks
California
$335K 48,668 -718 -1%
LPL Financial
11
LPL Financial
California
$305K 44,020 -47,730 -52%
GWM
12
Geneos Wealth Management
Colorado
$285K 41,026 +26 +0.1%
WS
13
Wedbush Securities
California
$256K 37,136 +5,575 +18%
FAAS
14
First Allied Advisory Services
California
$240K 34,776 +1,865 +6%
Bank of America
15
Bank of America
North Carolina
$237K 34,476 +17,409 +102%
Creative Planning
16
Creative Planning
Kansas
$230K 33,371
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$220K 31,990 +11,961 +60%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$197K 28,697
RJA
19
Raymond James & Associates
Florida
$172K 24,978 +333 +1%
AG
20
Advisor Group
Arizona
$162K 23,683 +23,683 New
CA
21
Cetera Advisors
Colorado
$149K 21,741 -2,000 -8%
CL
22
CSS LLC
Illinois
$101K 14,736
UBS Group
23
UBS Group
Switzerland
$71K 10,329 -15,025 -59%
LCM
24
Landscape Capital Management
New Jersey
$69K 10,048 -73,109 -88%
SF
25
Synovus Financial
Georgia
$52K 7,606