FT

Franklin Universal Trust
FT

Overview Fund Activity

48 hedge funds and large institutions have $33.8M invested in Franklin Universal Trust in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
14
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$1.72M
2
FIMG
2
Financial & Investment Management Group
Michigan
$11.1M
3
RJA
3
Raymond James & Associates
Florida
$1.03M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.75M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$548K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$636K
4
DA
4
Doliver Advisors
Texas
$77K
5
GC
5
Guggenheim Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$11.1M 1,755,395 +140,393 +9%
Morgan Stanley
2
Morgan Stanley
New York
$3.75M 590,643 +107,850 +22%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.42M 538,387 +34,466 +7%
Wells Fargo
4
Wells Fargo
California
$2.1M 330,350 +10,887 +3%
AAM
5
Advisors Asset Management
Colorado
$1.86M 292,759 -17,652 -6%
AC
6
Almitas Capital
California
$1.72M 270,592 +270,592 New
RJA
7
Raymond James & Associates
Florida
$1.03M 162,374 +121,509 +297%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$791K 124,555 -6,586 -5%
CRC
9
Curi RMB Capital
Illinois
$689K 108,573 -29,730 -21%
Stifel Financial
10
Stifel Financial
Missouri
$658K 104,006 +16,315 +19%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$636K 100,166 -64,058 -39%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$600K 94,448 +496 +0.5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$560K 88,114 +66,991 +317%
MSAM
14
Moloney Securities Asset Management
Missouri
$548K 86,340 +76,340 +763%
LCM
15
Landscape Capital Management
New Jersey
$529K 83,244 -1,946 -2%
CA
16
Cornerstone Advisors
North Carolina
$457K 71,992 -2,400 -3%
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$385K 60,600 +60,600 New
SKK
18
Shepherd Kaplan Krochuk
Massachusetts
$246K 38,700 – –
GWM
19
Geneos Wealth Management
Colorado
$205K 32,648 +24 +0.1%
AG
20
Advisor Group
Arizona
$173K 27,206 – –
Bank of America
21
Bank of America
North Carolina
$160K 25,140 +3,461 +16%
LPL Financial
22
LPL Financial
California
$157K 24,784 +840 +4%
CCP
23
Cardan Capital Partners
Colorado
$157K 24,779 +24,779 New
WS
24
Wedbush Securities
California
$155K 24,383 – –
Invesco
25
Invesco
Georgia
$128K 20,135 -849 -4%
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