FT

Franklin Universal Trust

36 hedge funds and large institutions have $28.7M invested in Franklin Universal Trust in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
14
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
$8.18M 1,125,359 -2,966 -0.3%
AAM
2
Advisors Asset Management
Colorado
$4.93M 678,673 -119,827 -15%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.22M 305,731 -9,555 -3%
Wells Fargo
4
Wells Fargo
California
$1.84M 252,482 +7,497 +3%
BI
5
Bulldog Investors
New Jersey
$1.76M 242,418 +127,033 +110%
Stifel Financial
6
Stifel Financial
Missouri
$1.41M 193,447 +13,471 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.25M 171,809 +2,778 +2%
Morgan Stanley
8
Morgan Stanley
New York
$1.05M 144,505 +10,807 +8%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$987K 135,772 +2,737 +2%
MC
10
Matisse Capital
Oregon
$872K 119,881 +7,700 +7%
SFS
11
Shaker Financial Services
Virginia
$542K 74,516 +43,363 +139%
WS
12
Wedbush Securities
California
$327K 45,035 -40,293 -47%
CAN
13
Cetera Advisor Networks
California
$297K 40,852 -5,500 -12%
RJA
14
Raymond James & Associates
Florida
$274K 37,640 +3,111 +9%
GWM
15
Geneos Wealth Management
Colorado
$269K 37,034 +21 +0.1%
Invesco
16
Invesco
Georgia
$213K 29,366 -3,761 -11%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$210K 28,697
AG
18
Advisor Group
Arizona
$209K 28,606 -1,170 -4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$202K 27,835 -81 -0.3%
CRC
20
Curi RMB Capital
Illinois
$194K 26,697 -15,525 -37%
SWP
21
Stratos Wealth Partners
Ohio
$185K 25,400
Bank of America
22
Bank of America
North Carolina
$181K 24,831 -335 -1%
LCM
23
Landscape Capital Management
New Jersey
$157K 21,618 +10,040 +87%
CA
24
Cetera Advisors
Colorado
$153K 21,249
MSAM
25
Moloney Securities Asset Management
Missouri
$123K 16,950