FT

Franklin Universal Trust

45 hedge funds and large institutions have $36.1M invested in Franklin Universal Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.57M 876,668 +148,554 +20%
Wells Fargo
2
Wells Fargo
California
$4.51M 602,101 +1,741 +0.3%
SFS
3
Shaker Financial Services
Virginia
$3.46M 461,483 +100,256 +28%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$3.4M 454,018 -36,470 -7%
Invesco
5
Invesco
Georgia
$2.84M 379,438 +17,104 +5%
MSAM
6
Moloney Securities Asset Management
Missouri
$2.26M 301,312 +10,621 +4%
Stifel Financial
7
Stifel Financial
Missouri
$2.02M 269,746 +6,112 +2%
KPWS
8
Kestra Private Wealth Services
Texas
$2.02M 272,296 +10,500 +4%
AAM
9
Advisors Asset Management
Colorado
$1.45M 193,387 -11,347 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$848K 113,297 -15,648 -12%
UCI
11
Uncommon Cents Investing
Wisconsin
$759K 101,336 +1,240 +1%
RJA
12
Raymond James & Associates
Florida
$599K 79,925 +21,640 +37%
WAM
13
Wolverine Asset Management
Illinois
$552K 73,728 +47,433 +180%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$543K 72,534 -2,538 -3%
CRC
15
Curi RMB Capital
Illinois
$471K 62,835 +62,835 New
UBS Group
16
UBS Group
Switzerland
$432K 57,640 +24,576 +74%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$399K 53,286 -2,528 -5%
LPL Financial
18
LPL Financial
California
$392K 52,369 +35,009 +202%
TF
19
Trek Financial
Arizona
$224K 29,921 -3,526 -11%
FIA
20
Foundations Investment Advisors
Arizona
$185K 24,871 +9,147 +58%
GWM
21
Geneos Wealth Management
Colorado
$181K 24,263 -2,451 -9%
Bank of America
22
Bank of America
North Carolina
$164K 21,864 -930 -4%
Citigroup
23
Citigroup
New York
$158K 21,116 +21,116 New
First Manhattan
24
First Manhattan
New York
$153K 20,500
SWM
25
SeaCrest Wealth Management
New York
$152K 20,238 +5,018 +33%