FT

Franklin Universal Trust
FT

Overview Fund Activity

50 hedge funds and large institutions have $32.8M invested in Franklin Universal Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.21M
3
SFS
3
Shaker Financial Services
Virginia
$1.49M
4
CA
4
Cornerstone Advisors
North Carolina
$495K
5
SKK
5
Shepherd Kaplan Krochuk
Massachusetts
$257K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$0
2
FIMG
2
Financial & Investment Management Group
Michigan
$10.7M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
AAM
4
Advisors Asset Management
Colorado
$2.06M
5
UBS Group
5
UBS Group
Switzerland
$34K
Name Market Value Shares Shares
Change 		Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$10.7M 1,615,002 -69,655 -4%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$3.35M 503,921 +203,566 +68%
Morgan Stanley
3
Morgan Stanley
New York
$3.21M 482,793 +186,274 +63%
Wells Fargo
4
Wells Fargo
California
$2.13M 319,463 +35,940 +13%
AAM
5
Advisors Asset Management
Colorado
$2.06M 310,411 -24,945 -7%
SFS
6
Shaker Financial Services
Virginia
$1.49M 224,442 +85,826 +62%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$1.09M 164,224 +4,675 +3%
CRC
8
Curi RMB Capital
Illinois
$920K 138,303 +27,211 +24%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$872K 131,141 -8,307 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$625K 93,952 +6,617 +8%
WAM
11
Wolverine Asset Management
Illinois
$593K 89,219 +30,364 +52%
Stifel Financial
12
Stifel Financial
Missouri
$585K 87,691 +396 +0.5%
LCM
13
Landscape Capital Management
New Jersey
$567K 85,190 +24,749 +41%
CA
14
Cornerstone Advisors
North Carolina
$495K 74,392 +58,421 +366%
DA
15
Doliver Advisors
Texas
$476K 71,561 -7,590 -10%
GC
16
Guggenheim Capital
Illinois
$318K 47,817 +35,959 +303%
RJA
17
Raymond James & Associates
Florida
$272K 40,865 +6,225 +18%
SKK
18
Shepherd Kaplan Krochuk
Massachusetts
$257K 38,700 +38,700 New
GWM
19
Geneos Wealth Management
Colorado
$216K 32,624 -1,977 -6%
AG
20
Advisor Group
Arizona
$180K 27,206 -200 -0.7%
WS
21
Wedbush Securities
California
$162K 24,383 +2,756 +13%
LPL Financial
22
LPL Financial
California
$159K 23,944 +2,064 +9%
SWM
23
SeaCrest Wealth Management
New York
$156K 23,442 +4,007 +21%
Bank of America
24
Bank of America
North Carolina
$144K 21,679 +98 +0.5%
Invesco
25
Invesco
Georgia
$140K 20,984 -919 -4%
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