FT

Franklin Universal Trust

42 hedge funds and large institutions have $37.1M invested in Franklin Universal Trust in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.62M 882,953 +6,285 +0.7%
Wells Fargo
2
Wells Fargo
California
$4.05M 540,445 -61,656 -10%
SFS
3
Shaker Financial Services
Virginia
$4.03M 537,920 +76,437 +17%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$3.43M 457,331 +3,313 +0.7%
Invesco
5
Invesco
Georgia
$2.89M 384,631 +5,193 +1%
MSAM
6
Moloney Securities Asset Management
Missouri
$2.23M 296,711 -4,601 -2%
Stifel Financial
7
Stifel Financial
Missouri
$2.08M 277,790 +8,044 +3%
KPWS
8
Kestra Private Wealth Services
Texas
$2.05M 272,692 +396 +0.1%
HI
9
Harbour Investments
Wisconsin
$1.55M 206,635 +206,635 New
AAM
10
Advisors Asset Management
Colorado
$1.17M 156,539 -36,848 -19%
Osaic Holdings
11
Osaic Holdings
Arizona
$857K 114,267 +970 +0.9%
UCI
12
Uncommon Cents Investing
Wisconsin
$742K 98,891 -2,445 -2%
WAM
13
Wolverine Asset Management
Illinois
$621K 82,901 +9,173 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$549K 73,252 +718 +1%
RJA
15
Raymond James & Associates
Florida
$510K 68,039 -11,886 -15%
LPL Financial
16
LPL Financial
California
$498K 66,466 +14,097 +27%
UBS Group
17
UBS Group
Switzerland
$456K 60,737 +3,097 +5%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$349K 46,545 +46,545 New
PFS
19
Prospera Financial Services
Texas
$199K 26,430 +26,430 New
TF
20
Trek Financial
Arizona
$197K 26,254 -3,667 -12%
FIA
21
Foundations Investment Advisors
Arizona
$197K 26,034 +1,163 +5%
WS
22
Wedbush Securities
California
$194K 25,845 +7,795 +43%
GWM
23
Geneos Wealth Management
Colorado
$187K 24,271 +8 +0%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$177K 23,626 +12,226 +107%
Bank of America
25
Bank of America
North Carolina
$163K 21,760 -104 -0.5%