FT

Franklin Universal Trust

42 hedge funds and large institutions have $27M invested in Franklin Universal Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.97M 728,114 +16,109 +2%
Wells Fargo
2
Wells Fargo
California
$4.1M 600,360 -2,574 -0.4%
Invesco
3
Invesco
Georgia
$2.47M 362,334 -33,565 -8%
SFS
4
Shaker Financial Services
Virginia
$2.46M 361,227 +191,107 +112%
MSAM
5
Moloney Securities Asset Management
Missouri
$1.98M 290,691 +23,461 +9%
Stifel Financial
6
Stifel Financial
Missouri
$1.8M 263,634 -19,541 -7%
KPWS
7
Kestra Private Wealth Services
Texas
$1.79M 261,796 +261,796 New
AAM
8
Advisors Asset Management
Colorado
$1.4M 204,734 -4,560 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$880K 128,945 -8,841 -6%
BI
10
Bulldog Investors
New Jersey
$780K 114,383 -44,465 -28%
UCI
11
Uncommon Cents Investing
Wisconsin
$683K 100,096 +75 +0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$512K 75,072 -7,037 -9%
RJA
13
Raymond James & Associates
Florida
$398K 58,285 -3,735 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$381K 55,814 -19,215 -26%
TF
15
Trek Financial
Arizona
$228K 33,447 +362 +1%
UBS Group
16
UBS Group
Switzerland
$225K 33,064 +2,433 +8%
GWM
17
Geneos Wealth Management
Colorado
$182K 26,714 +25 +0.1%
WAM
18
Wolverine Asset Management
Illinois
$179K 26,295 +26,295 New
Bank of America
19
Bank of America
North Carolina
$156K 22,794 -4,972 -18%
First Manhattan
20
First Manhattan
New York
$139K 20,500 -3,200 -14%
SWP
21
Stratos Wealth Partners
Ohio
$129K 18,900
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$128K 18,810 -224 -1%
WS
23
Wedbush Securities
California
$123K 18,050
LPL Financial
24
LPL Financial
California
$118K 17,360 -318 -2%
FIA
25
Foundations Investment Advisors
Arizona
$108K 15,724 -33,748 -68%