FT

Franklin Universal Trust

39 hedge funds and large institutions have $28M invested in Franklin Universal Trust in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$8.07M 1,128,325 +20,715 +2%
AAM
2
Advisors Asset Management
Colorado
$5.73M 798,500 +60,934 +8%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.25M 315,286 -7,524 -2%
Wells Fargo
4
Wells Fargo
California
$1.75M 244,985 +6,563 +3%
Stifel Financial
5
Stifel Financial
Missouri
$1.28M 179,976 +61,163 +51%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.21M 169,031 +7,482 +5%
Morgan Stanley
7
Morgan Stanley
New York
$956K 133,698 -5,250 -4%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$951K 133,035 +26,213 +25%
BI
9
Bulldog Investors
New Jersey
$825K 115,385 +51,107 +80%
MC
10
Matisse Capital
Oregon
$802K 112,181 -9,152 -8%
WS
11
Wedbush Securities
California
$610K 85,328 -5,653 -6%
CAN
12
Cetera Advisor Networks
California
$330K 46,352
CRC
13
Curi RMB Capital
Illinois
$302K 42,222 +11,330 +37%
GWM
14
Geneos Wealth Management
Colorado
$264K 37,013 -2,080 -5%
RJA
15
Raymond James & Associates
Florida
$247K 34,529 +259 +0.8%
Invesco
16
Invesco
Georgia
$237K 33,127 +7,877 +31%
SFS
17
Shaker Financial Services
Virginia
$223K 31,153 -60,674 -66%
AG
18
Advisor Group
Arizona
$213K 29,776 +986 +3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$205K 28,697
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$200K 27,916 +1,069 +4%
SWP
21
Stratos Wealth Partners
Ohio
$182K 25,400
Bank of America
22
Bank of America
North Carolina
$180K 25,166 -3,601 -13%
CA
23
Cetera Advisors
Colorado
$151K 21,249 -1,492 -7%
MSAM
24
Moloney Securities Asset Management
Missouri
$121K 16,950
Creative Planning
25
Creative Planning
Kansas
$117K 16,310 -2,000 -11%