FT

Franklin Universal Trust
FT

Overview Fund Activity

45 hedge funds and large institutions have $31.2M invested in Franklin Universal Trust in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
1
Financial & Investment Management Group
Michigan
$11.3M
2
SFS
2
Shaker Financial Services
Virginia
$926K
3
CRC
3
Curi RMB Capital
Illinois
$742K
4
DA
4
Doliver Advisors
Texas
$529K
5
WAM
5
Wolverine Asset Management
Illinois
$393K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.24M
2
BI
2
Bulldog Investors
New Jersey
$2.52M
3
Wells Fargo
3
Wells Fargo
California
$1.89M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$38K
5
MC
5
Matisse Capital
Oregon
$126K
Name Market Value Shares Shares
Change 		Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$11.3M 1,684,657 +190,251 +13%
BI
2
Bulldog Investors
New Jersey
$2.52M 377,325 -58,542 -13%
AAM
3
Advisors Asset Management
Colorado
$2.24M 335,356 -216,888 -39%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$2.01M 300,355 +112 +0%
Morgan Stanley
5
Morgan Stanley
New York
$1.98M 296,519 +52,033 +21%
Wells Fargo
6
Wells Fargo
California
$1.89M 283,523 -53,857 -16%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$1.07M 159,549 +11,557 +8%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$942K 139,448 – –
SFS
9
Shaker Financial Services
Virginia
$926K 138,616 +120,224 +654%
CRC
10
Curi RMB Capital
Illinois
$742K 111,092 +92,071 +484%
Stifel Financial
11
Stifel Financial
Missouri
$584K 87,295 -521 -0.6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$583K 87,335 -4,899 -5%
DA
13
Doliver Advisors
Texas
$529K 79,151 +77,958 +6,535%
LCM
14
Landscape Capital Management
New Jersey
$404K 60,441 +29,381 +95%
WAM
15
Wolverine Asset Management
Illinois
$393K 58,855 +55,974 +1,943%
RJA
16
Raymond James & Associates
Florida
$231K 34,640 – –
GWM
17
Geneos Wealth Management
Colorado
$231K 34,601 +1,023 +3%
AG
18
Advisor Group
Arizona
$183K 27,406 – –
SG Americas Securities
19
SG Americas Securities
New York
$172K 25,803 +12,235 +90%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$157K 23,526 -703 -3%
Invesco
21
Invesco
Georgia
$146K 21,903 -1,117 -5%
LPL Financial
22
LPL Financial
California
$146K 21,880 +21,880 New
Bank of America
23
Bank of America
North Carolina
$144K 21,581 -1,785 -8%
WS
24
Wedbush Securities
California
$144K 21,627 +22 +0.1%
CAN
25
Cetera Advisor Networks
California
$143K 21,466 +21,466 New
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