FT

Franklin Universal Trust

39 hedge funds and large institutions have $27.7M invested in Franklin Universal Trust in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.74M 712,005 +8,278 +1%
Wells Fargo
2
Wells Fargo
California
$4.02M 602,934 +87,482 +17%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.21M 481,992 -3,441 -0.7%
Invesco
4
Invesco
Georgia
$2.64M 395,899 -4,916 -1%
Stifel Financial
5
Stifel Financial
Missouri
$1.89M 283,175 -15,381 -5%
MSAM
6
Moloney Securities Asset Management
Missouri
$1.78M 267,230 +59,811 +29%
AAM
7
Advisors Asset Management
Colorado
$1.39M 209,294 +16,816 +9%
SFS
8
Shaker Financial Services
Virginia
$1.13M 170,120 +20,642 +14%
BI
9
Bulldog Investors
New Jersey
$1.06M 158,848
Osaic Holdings
10
Osaic Holdings
Arizona
$917K 137,786 -20,081 -13%
UCI
11
Uncommon Cents Investing
Wisconsin
$666K 100,021 +11,300 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$547K 82,109 -5,996 -7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$500K 75,029 -4,879 -6%
RJA
14
Raymond James & Associates
Florida
$413K 62,020 +3,433 +6%
FIA
15
Foundations Investment Advisors
Arizona
$334K 49,472 +49,472 New
TF
16
Trek Financial
Arizona
$220K 33,085 +33,085 New
UBS Group
17
UBS Group
Switzerland
$204K 30,631 -246 -0.8%
Bank of America
18
Bank of America
North Carolina
$185K 27,766 -23,319 -46%
GWM
19
Geneos Wealth Management
Colorado
$176K 26,689 -5,324 -17%
CRC
20
Curi RMB Capital
Illinois
$167K 25,072 -15,500 -38%
First Manhattan
21
First Manhattan
New York
$157K 23,700 -5,000 -17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$127K 19,034 +104 +0.5%
SWP
23
Stratos Wealth Partners
Ohio
$126K 18,900
WS
24
Wedbush Securities
California
$120K 18,050 -4,767 -21%
LPL Financial
25
LPL Financial
California
$118K 17,678 -1,281 -7%