FT

Franklin Universal Trust

38 hedge funds and large institutions have $28.4M invested in Franklin Universal Trust in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
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
$8.11M 1,130,705 +5,346 +0.5%
AAM
2
Advisors Asset Management
Colorado
$4.05M 564,225 -114,448 -17%
BI
3
Bulldog Investors
New Jersey
$3.1M 432,408 +189,990 +78%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$2.11M 294,101 -11,630 -4%
Wells Fargo
5
Wells Fargo
California
$1.92M 268,012 +15,530 +6%
Morgan Stanley
6
Morgan Stanley
New York
$1.47M 204,760 +60,255 +42%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$943K 131,579 -40,230 -23%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$942K 131,361 -4,411 -3%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$897K 125,063 +125,063 New
Stifel Financial
10
Stifel Financial
Missouri
$624K 86,688 -106,759 -55%
MC
11
Matisse Capital
Oregon
$559K 77,952 -41,929 -35%
CAN
12
Cetera Advisor Networks
California
$308K 42,857 +2,005 +5%
GWM
13
Geneos Wealth Management
Colorado
$272K 38,055 +1,021 +3%
RJA
14
Raymond James & Associates
Florida
$270K 37,640
AG
15
Advisor Group
Arizona
$205K 28,606
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$205K 28,697
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$194K 27,104 -731 -3%
CA
18
Cetera Advisors
Colorado
$187K 26,184 +4,935 +23%
SWP
19
Stratos Wealth Partners
Ohio
$182K 25,400
Invesco
20
Invesco
Georgia
$172K 24,029 -5,337 -18%
Bank of America
21
Bank of America
North Carolina
$167K 23,297 -1,534 -6%
LCM
22
Landscape Capital Management
New Jersey
$164K 22,912 +1,294 +6%
WS
23
Wedbush Securities
California
$160K 22,313 -22,722 -50%
DA
24
Doliver Advisors
Texas
$133K 18,496 +18,496 New
MSAM
25
Moloney Securities Asset Management
Missouri
$122K 16,950