FT

Franklin Universal Trust

40 hedge funds and large institutions have $27.4M invested in Franklin Universal Trust in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
17
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
$7.74M 1,107,610 +19,996 +2%
AAM
2
Advisors Asset Management
Colorado
$5.16M 737,566 +122,370 +20%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.26M 322,810 -17,580 -5%
Wells Fargo
4
Wells Fargo
California
$1.67M 238,422 +37,434 +19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.13M 161,549 +38,275 +31%
Morgan Stanley
6
Morgan Stanley
New York
$971K 138,948 +2,267 +2%
MC
7
Matisse Capital
Oregon
$848K 121,333 +15,404 +15%
Stifel Financial
8
Stifel Financial
Missouri
$828K 118,813 +18,688 +19%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$746K 106,822 +17,237 +19%
Citigroup
10
Citigroup
New York
$708K 101,340 +33,872 +50%
SFS
11
Shaker Financial Services
Virginia
$642K 91,827 +39,038 +74%
WS
12
Wedbush Securities
California
$636K 90,981 +6,571 +8%
BI
13
Bulldog Investors
New Jersey
$449K 64,278 +27,488 +75%
LCM
14
Landscape Capital Management
New Jersey
$330K 47,174 -56,710 -55%
CAN
15
Cetera Advisor Networks
California
$323K 46,352 -800 -2%
GWM
16
Geneos Wealth Management
Colorado
$273K 39,093 -479 -1%
RJA
17
Raymond James & Associates
Florida
$240K 34,270 -733 -2%
LPL Financial
18
LPL Financial
California
$232K 33,185 -20,195 -38%
CRC
19
Curi RMB Capital
Illinois
$216K 30,892 -29,896 -49%
AG
20
Advisor Group
Arizona
$202K 28,790 +1,714 +6%
Bank of America
21
Bank of America
North Carolina
$201K 28,767 +4,133 +17%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$200K 28,697
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$188K 26,847 -31 -0.1%
SWP
24
Stratos Wealth Partners
Ohio
$178K 25,400 +25,400 New
Invesco
25
Invesco
Georgia
$176K 25,250 +25,250 New